MyNextAdvice

Make smarter business decisions. Use MyNextAdvice to improve your efficiency, productivity, compliance and risk management. Accelerate internal & external business growth. Utilise our proprietary IP to: > Generate valuable client insights > Pinpoint what to do to improve retention and referrals > Connect to consumers seeking the best adviser – you; and > Assist your senior management team to identify – and improve – client lifetime value (profitability) Features & Benefits: > Done For You: MyNextAdvice is designed to minimise the impact on your time to make sure you can use the results to grow your business. > Convenient: Accessible at any time, on any day, using any device. > Insightful: MyNextAdvice not only collects feedback but provides special reports and tools so you can generate the insights you need. > Cost Effective: Compare MyNextAdvice to traditional business development activities (e.g. Google AdWords) and you’ll see the ROI is excellent. MyNextAdvice was founded by Ray McHale and Simone Poulter. Ray has more than 25 years’ experience working in the financial services industry, including roles in retail banking, institutional banking, training, and network management. It was during this time that he became frustrated at not being able to quantify the strength of the client relationships he had developed, and MyNextAdvice was born. Simone has over 17 years’ experience in business development and is experienced in developing campaigns to generate awareness, drive sales and build loyalty. They're committed to helping financial advice businesses utilise MyNextAdvice’s service to consistently increase their profitability.