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.
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.
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.
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?
Invite your clients to provide feedback
The quick, simple process is designed to maximise response rates.
Clients complete the survey in <3 minutes
A fast completion time elicits a higher response rate, generating powerful insights.
Review results in real time
View reports and take immediate action to close the loop and leverage opportunities.
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 clients and grow your business with a 30 day trial
Sign up for a free 30-day trial to see if MyNextAdvice works for you. No credit card required.