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...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Andrew Goodwin: It's time for advisers to think differently about innovation

Andrew Goodwin: It's time for advisers to think differently about innovation

'Ours is still a profession that rightly places enormous emphasis on the human touch, relationships and trust'

Andrew Goodwin
clock 04 July 2025 • 4 min read
Altus' Holford urges advisers to reframe concept of advice gap

Altus' Holford urges advisers to reframe concept of advice gap

Traditional models of value, service and delivery are being challenged

Sahar Nazir
clock 04 July 2025 • 2 min read
PA Asks: Do you keep in touch with clients when on holiday?

PA Asks: Do you keep in touch with clients when on holiday?

Plus, targeted support worries and BDMs

Professional Adviser
clock 04 July 2025 • 1 min read