First, make sure your Unbiased profile is as complete as it can be. Make sure you’ve completed all the fields on the Company and Profile tabs, including Expertise, Specialist areas and Accreditations.
If you give advice online or over the phone as well as face-to-face, include this in the section Method of giving advice.
Now go to the People tab and check that all your client-facing staff are listed. Add all their relevant qualifications and accreditations too.
All of this helps with the matching process. Finally, it really helps to add some special offers on the Profile tab. A special offer may be a free pension check or financial health check – you can decide the scope of these for yourself.