You know your service is terrific. But does your profile live up to it? You've got just 320 words to convince people you're the right adviser for them. Make sure you choose the best ones.
Sales pitch: You have to grab their attention in 20 words or less. Remember, this is what will show up in search results as well as on your profile, so make it as 'clicky' as you can!
About your company: If someone read this for the first time, would they understand what you do – and what you're like? Let them feel you're a good person to work with, as well as delivering what they want.
What we do really well: This is where you can pinpoint the type of clients you're experienced in dealing with, along with your specialist advice areas. Think about the clients you hope to attract, and write the description of your services as if you were talking directly to them.
Accreditations: Select any accreditations that your firm holds. (Accreditations and qualifications held by individual advisers are listed separately on the People tab.) Unbiased carries out regular checks to ensure that these are accurate.
Preferred clients: You can set minimum wealth levels / asset values for clients if you wish. Clients who indicate they are below these thresholds will not be matched to you. (However, bear in mind that some people may not know the value of their pension and may under-estimate it.)
Four golden rules for a great profile
- Keep it simple
- Avoid jargon
- Be professional
- Be interesting!
Use the People tab to add details of everyone in your firm who deals with clients. Be sure to include all their qualifications and accreditations, as this improves your chance of good matches with your preferred clients. Unbiased carries out regular checks to ensure that qualifications are accurate.
Information about your business
Remember to provide full details of your business in the Company tab. This helps us to match the right clients to you. Take particular care with the Expertise section. Include everything on which you give independent advice, and mark your specialist areas.
If you provide advice to businesses, also use this tab to provide details of the size of enterprise that you advise.