In the latest episode of The Fintech Marketers and Leaders podcast, Shameer Sachdev sat down with Karen Barett, Founder & CEO of Unbiased.
Unbiased connects people with financial advisors, mortgage brokers and accountants and has helped over 10 million people seek financial advice.
A few years ago, Karen Barett was going through a hard time at home and was struggling to find a financial advisor who matched her needs. She then decided to build Unbiased and help people make big financial decisions at crucial times.
Listen to Shameer and Karen talk about the mindset shift from running a small business to scaling a business and how Unbiased added +20 billion in assets under management to professional advisors.
👉Gaining traction with the business in the first stage
👉Getting the funnel to work correctly
👉What are personal finance management apps missing
👉Bringing tech in-house to help you scale
👉Monetising your user base
👉The importance of referrals and recommendations
👉Getting more women in fintech
👉The challenges of launching into the US market
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And connect with Karen here:
About the show
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