Access in Xplan – convenient & simple
We’ve integrated our service so you can quickly invite your clients to provide feedback, access the results from within the client record and then take action. We’ve done all the hard work so you can get on and do what you do best.
Looking for advice? Go here.
Register & Upload Template
Upload your unique email survey invitation during the quick & easy registration process.
Decide Who & When
You decide who receives the survey invitation and when – manual or linked to a workflow.
Send Invitations To Clients
Ask your clients to provide feedback – email invitation & survey are designed to respect their time & maximise response rate.
Review & Take Action
Access each client’s results from within the client record and take immediate action to improve performance.
Leverage Unique Client Insights To Make Decisions
The voice of your clients is the most powerful available to shape your personal and business performance. More than ever, you have to make sure you are conducting yourself ethically and delivering good client outcomes.
Access the power of MyNextAdvice via Xplan to monitor performance and identify pathways for improved performance. We’ll help you to quickly and conveniently generate results you can use as authentic proof that you deliver a great experience to ALL your clients in a compliant manner.
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Focus On The Right Metrics From Within Xplan
Stronger client relationships drive superior financial performance. Impacts include higher client retention, improved lifetime value and willingness to refer you to their network.
MyNextAdvice quickly and easily measures the DNA of your client relationships: trust, integrity, effort, communication, satisfaction, competence, advocacy. Use these metrics to understand and improve your clients’ experience. Reap the financial rewards.
Access An Easy Solution
MyNextAdvice is easy to use and takes very little of your time. Using Xplan, send your clients an online survey and, when they respond, access a report that summarises your results, identifies performance issues, referral sources, and potential testimonials.
Most importantly, results are collected confidentially and close the loop on your client’s experience. We even provide a data download of all results to help with internal analytics and benchmarking.
We used MyNextAdvice to find an adviser because we were concerned that our financial situation wasn’t where it should be, and we’re getting closer to retirement. The process with you was easy. We didn’t have to spend time ringing around to find someone – once we were matched to someone they rang us! We would recommend using your site to anyone who wants a valuable experience.
We have used MyNextAdvice over the last 12 months to gain valuable feedback from our clients regarding our services. The process of surveying our clients is very simple and effective and we’ve been pleasantly surprised by the number of clients who have completed the survey. Viewing and analysing the responses is very easy due to the automatic data capture and reporting mechanisms within MyNextAdvice.
MyNextAdvice is very user friendly for both advisers and clients. The survey questions are wonderfully direct & simple, however, provide valuable insights to help identify where we are performing well and what areas we need to work on. MyNextAdvice is a great service we will continue to use in our practice.
How does it work?
Collect feedback
Our quick, simple process can be used across your clients & other stakeholder groups and is designed to maximise data relevance & response rates.
Leverage results
Based on your performance, Trustgenie will help you automatically generate authentic & compliant testimonials to grow your business & boost your reputation.
Take meaningful action
We'll identify performance gaps and provide tailored Game Plans so you can take practical steps to improve your trustworthiness & reputation.
Want actionable insights to grow your business?
Our team has 42+ years combined experience in financial services and business development. We like to share our opinions and insights with our network when it’s relevant. Become part of our network here.
NOTE: We respect your time. We don’t spam. We don’t share details with third parties.
Engage your stakeholders & demonstrate your trustworthiness in a world of declining trust.
Sign up for free to see if Trustgenie works for your business.