1. Target’s advice demand. Using strategic digital channels, our online presence and press create greater reach and higher search volumes. Targeted social media, national and international press, top-ranking search terms, calculators and tools and high-performing content help create reach and  recognition.
2. Finds the right advisor for people's advice needs. We've created a dynamic matching tool to make finding the right advisor as easy and efficient as possible. People looking for advice simply complete a short survey, and our algorithm matches them to the right one for their needs.
3. Discover, assess and respond to potential clients in seconds. Our platform instantly matches new inquiries with businesses meeting their requirements, taking into account multiple data points and complex criteria in the blink of an eye.
4. Get exclusive access to our best sales leads. Advisors can preview all leads and accept only those best suited to them. Any accepted are exclusive to them – we never sell them more then once.

Through Unbiased Pro, advisors can select the type of client they want most. Advisors can limit prospective clients based on factors such as location and wealth levels or by refining the advice types they offer. Advice categories for our advisors include:

• Wealth management
• Estate planning
• Retirement planning
• Investment management  
• Tax planning
• Insurance solutions and risk management
• Divorce planning
• Education planning
• Business services
  

Once we have received your request, an Unbiased account manager will contact you to:

• Activate your subscription. You’ll have immediate access to the platform’s conversion tools, client management software and performance analytics.
• Create your profile. Choose the clients you want by selecting your wealth level, zip code, and areas of advising expertise.
• Review additional locations. Gain access to a tailored market for your business by promoting your services in the areas of your choice.
  

Once you have activated your account, at the start of the trail you will be able to:

• Preview your inquiries. Choose which to accept and which to reject. Once accepted, your leads are exclusive to you.
• Manage your leads. From initial contact through to conversion, enjoy simplified client management through the Unbiased Pro platform.
• Measure your performance. Our real-time analytics provide you immediate insights into your funnel — know where you stand from conversion rates to ROI.
  

With our subscription service, you'll enjoy:

• The choice of one location (zip code) where you want to find leads
• The ability to purchase more locations for just $100 each, so you can expand your reach
• Exclusive leads that are only sold once, giving you a better chance of winning the business
• Unlimited pre-filtered inquiries every month, so you can stay on top of your game
• Direct delivery of leads to your profile, making it easy to follow up quickly
• The Inquiry Marketplace, where you can find even more leads to fill your pipeline
• Client management and conversion software that makes it simple to manage your business
• An SEO-optimized profile with testimonials and external links, so you can stand out from the competition
• API integration with your CRM or BI tools, for a seamless workflow
• Advanced analytics and insights to track your performance and measure your success
• Credit boosts when you set up regular monthly credit purchases, to help you save money over time.
  

Inquiries can be purchased via a Monthly Credit Purchase (MCP). Set your monthly credit limit based on your business needs when you sign up and any inquiries accepted in the month will be redeemed against your credits. If you run out of credits you can increase your monthly purchase or just top up as you go.

Each credit is 1 credit = $1 and can be purchased with the same payment form as your subscription.

Monthly credit purchases also provide a 5% credit boost each month. The boost amount is based on the value of your monthly credit purchase, so if, you set up an MCP of 100 paid credits, you'll receive 5 extra credits for free. This means you'll have more credits at a cost of less than $1 per credit.

1. Log into your UnbiasedPro account
2. Go to the billing section and select the 'credits' tab
3. Choose the number of credits to purchase and click 'Top up my balance'
4. The payment card on the account will be charged and a summary of the purchase will be displayed, including the number of credits, the updated credit balance, and the total charge amount
5. Credits will be added to your account instantly upon purchase
6. Note that sales tax will be applied to the purchase amount.  
   

Marketplace is a tool that can help supplement the volume of leads you're receiving from our match service. This can be useful if you or your team of advisors need additional leads to keep your business growing. Marketplace leads come from referral partners or overflow from the matching service when advisors are too busy to accept them.

To access Marketplace, simply go to your inquiry dashboard within your profile and follow these easy steps:

1. Click on 'Inquiries' in the left-hand navigation.
2. Select the 'Marketplace' tab.
3. Use the filters to narrow down the selection and view all available Marketplace inquiries.

Unbiased Pro is a comprehensive platform designed to help you grow and manage your client base.

• Choose your clients with precision - you can filter by wealth level, advice type, and zip code to ensure that you're only targeting the right prospects.
• Control the leads you accept - our preview tool lets you see each inquiry before you accept it so that you can focus on the most promising opportunities.
• Purchase exclusive inquiries - we never sell the same lead more than once, so you can be sure you're getting a competitive advantage.
• Greet new clients instantly - our automated welcome message feature ensures you make a great first impression every time.
• Stay organized and on top of your schedule - set reminders, attach notes, and link to your calendar to make connecting with clients easier and more efficient.
• Manage your leads easily - track their progress in our client management Kanban board and export them to your CRM or BI tool.
• Take control of your performance - our real-time analytics dashboard gives you a clear overview of your activity and helps you measure your ROI.