Can I apply filters to only receive the clients I want?

Yes, within your Unbiased dashboard you can set your criteria to only receive enquiries from the clients you want.  

Select your filters based on the advice areas you want to advise on as well as client investable assets, mortgage size, pension size and how you provide advice (face to face, online, telephone).  

Once you’ve selected your criteria we’ll only send you enquiries that match or exceed your preferences.