Unbiased UK

Consistency and personalisation are key! Plan regular contact points over the first 10 days. Use various channels—emails, calls, and texts—to keep your prospects engaged. Don’t forget to tailor your outreach. A personalised message can make all the difference in converting leads into loyal clients. Here’s our top tips for converting your leads effectively https://hubs.li/Q02ZF3ck0 #FollowUp #SalesStrategy #BuildingClientTrust #AssetsUnderManagement #LeadConversion #BusinessGrowth #ClientEngagement #QuickResponse

Impact on AUM! Did you know that two-thirds of #financialadvisers don’t meet new clients within a week? Delaying contact directly impacts AuM value. Break the trend and schedule that first meeting ASAP to enhance your conversion rates. Speed really does pay off. Get the quick response advantage. Read our top tips for converting your leads quickly and effectively https://hubs.li/Q02ZDznB0 #AssetsUnderManagement #LeadConversion #BusinessGrowth #ClientEngagement #QuickResponse

Don’t Delay! We’ve found that two-thirds of advisers don’t meet new clients within a week. Break the trend and schedule that first meeting ASAP to enhance your conversion rates. Here’s our top tips for converting your leads effectively https://hubs.li/Q02ZjY-d0 #LeadConversion #BusinessGrowth #ClientEngagement #QuickResponse

First Impressions Count! When reaching out to new enquiries, we’ve found that contacting them within 30 minutes can really improve conversions. Quick responses show you value your prospective clients' time and are eager to help. Here’s our top tips for converting your leads effectively. https://hubs.li/Q02Y2GHt0 #LeadConversion #BusinessGrowth #ClientEngagement #QuickResponse

Speed Matters! Did you know that contacting leads within the first hour can boost your appointment rate to 80%? The longer you wait, the less likely it is you’ll get through. Get the quick response advantage. Here’s our top tips for converting your leads effectively https://hubs.li/Q02Y2DtH0 #LeadConversion #BusinessGrowth #ClientEngagement #QuickResponse

Chancellor Rachel Reeves has outlined several crucial changes in the Autumn Budget 2024 that will impact your clients. Read our summary on the changes and how you can support your clients through these https://hubs.li/Q02Wkq470 #AutumnBudget2024 #FinancialAdvisers #TaxPlanning #Finance #EconomicOutlook #FiscalPolicy #FinancialPlanning #Unbiased

🌟 Boost your business with proven client retention strategies! 🌟 Keeping your clients happy and engaged is key to sustainable business growth. Check out these 10 proven strategies to enhance client retention and ensure your business keeps thriving. From setting clear expectations to maintaining transparency, these tips will help you build lasting relationships with your clients. 🔗 Read the full article here https://hubs.li/Q02RQS-Y0 #Unbiased #ClientRetention #BusinessGrowth #CustomerSuccess #ProfessionalTips

We're excited to announce the latest evolution of the Unbiased platform. We've partnered with intelliflo to enhance the experience for advisers. This integration is available to all financial advice firms currently using both Unbiased and intelliflo.  We're currently contacting eligible companies to allow the integration.

Are you retirement ready? Our research reveals that the majority (57%) of people aren't confident they have enough time to save for the retirement they want. It's great to see the important message of getting retirement ready being picked up by a host of publications, including the FT Adviser https://hubs.li/Q02PFXv10 Our Founder and CEO, Karen Barrett commented "Preparing for retirement is one of the most important financial steps we can take in life, but it can feel daunting. And, as our research shows, too many people in the UK are approaching retirement without a clear plan. It’s crucial not to bury your head in the sand. Getting an informed plan in place as early as possible is key. Speaking with a professional can help cut through the jargon and give you the confidence to make the right decisions for your future. At the same time, the advice industry must work harder to lower the barriers to accessing quality advice, especially for those with fewer assets. Government action on mandatory pension schemes, education, and public awareness is also critical to improving the nation’s retirement readiness." Find out why—and how a lack of professional advice might be contributing to the problem." #PensionAwarenessWeek #Pensions #Retirement #FinancialAdvice #Unbiased

Are you retirement ready? It's Pension Awareness Week, and our YouGov survey of 2,000 UK adults reveals some startling insights about the nation's retirement readiness... - Retirement confidence is low across the UK: A majority (57%) of people aren't confident they have enough time to save for the retirement they want. - But many are yet to seek professional advice: Only 20% of people use a qualified financial adviser for retirement advice, missing out on expert guidance. Our findings also show a significant lack of understanding of personal and general retirement knowledge: - Personal knowledge gaps: Most people (75%) can't estimate their pension pot’s value, and 26% don’t know how much they expect to need annually in retirement. - General knowledge gaps: 58% are unable to explain 'triple lock,' 64% unsure about 'defined contribution,' and 70% unfamiliar with 'defined benefit.' But there’s also good news. According to the research, those who do seek professional advice report greater clarity on their financial goals (36%), better retirement planning (30%), increased confidence in their retirement plans (35%), and reduced financial stress (26%). A competent, confident retirement starts with informed decisions. #PensionAwarenessWeek *** Take charge of your retirement today 🔍 Use our free pension calculator to understand your retirement future: https://hubs.li/Q02PhFBj0 👥 Get a free consultation with a qualified pensions adviser to build an informed retirement plan: https://hubs.li/Q02PhFs_0