How to address Unbiased's 'fastest finger first' issue - Phil Bray

Build a “compelling profile”

Victoria McKeever
clock • 3 min read

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 can choose to source an adviser on the website themselves or have the directory contact multiple adviser for them under the 'conciege'/ 'matched' feature. This means enquiries are automatically sent to advisers according to potential clients' criteria, such as location and the type of advice sought.   "In almost every conversation I have with an adviser or planner about Unbiased the sa...

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