Image:
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 ...
To continue reading this article...
Join Professional Adviser
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes.
