Financial Advisors are Winning with this Lead Gen Strategy

Lead generation can be a lot like playing a slot machine. You put in your time and money and you hope to win. There's always a risk of losing, but one way to increase your chances of winning is to find a hot machine and let your winnings ride.

For financial advisors, that machine is Anasova. The Chicago-based company has created a revolutionary lead-generation system that helps Financial Advisors win pre-qualified leads, every time they pull the lever.

How does it work?

The key to capturing leads outside of your immediate network is to consistently market online. Yet, most financial advisors lack the time, resources, or money to keep up with a marketing system. It is, in fact, another full-time job.

Anasova helps financial advisors skip the marketing and get right to the leads. The company uses a proprietary software tool and a robust marketing network to engage people online who are interested in financial planning. Advisors place "bids" to win leads that match their ideal prospect profile.

Who's Behind Anasova?

Anasova, Inc. was formed in 2020 by leading wealth expert, best-selling author, and fintech founder, Tom Anderson. The company started with the vision of providing free financial plans for all, leveraging survey-based technology to create customized financial plans.

As popularity of the online plans grew, so did the need for human advice.

"The plans were designed to give our users customized education and ideas to help them reduce their financial stress. But as a technology firm, we aren't in a position to give financial advice."

That's when Anasova began to partner with registered advisors across the USA to handle their outbound leads. The company runs more than 1,000 plans per month and has plans to grow to 10,000 plans per month in 2024.

What can you expect from Anasova leads?

Anasova's leads are designated as "Marketing Qualified Leads" or MQLs. This means that the leads advisors win will match their preset criteria (ex: location, age range, household income, annual savings, investments, etc.) In fact, there are over 50 data points advisors can choose from when creating their profile to bid.

The best part? Advisors set the price they are willing to pay for a lead. Anasova lets the market determine the value of a lead through the bid process.

While these marketing leads are pre-qualified, interested in financial planning, and open to hearing from an advisor, it doesn't mean they are ready to hand over their money right away. Advisors who understand how to properly nurture leads will find success. Those looking for quick ways to win will likely never find success, regardless of the lead platform.

Advisors can sign up to access the company's lead platform for free, giving them access to play around with the system and create different bids. Like a slot machine, you've got to fund your account to start playing. Unlike a slot machine, funds are only deducted when you win.

Anasova, Inc. is a Chicago-based software firm that creates lead-generation tools for financial advisors and financial services companies.

Learn more about Anasova and Schedule a 15-minute meeting with a member of our team.