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Phil Bray: "In almost every conversation I have with an adviser or planner about Unbiased, the same issue crops up – ‘concierge’ or ‘matched’ enquiries and how to win them."
To address the so-called "fastest finger" issue associated with Unbiased, advisers should focus on building a "compelling profile" to attract potential clients, The Yardstick Agency founder Phil Bray has said.
The race to click accept on a client enquiry has been a continued bugbear of advisers since Unbiased started to roll out new lead generation features, according to Bray (pictured). Consumers on Unbiased...
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