How we help
Advisors & Agents
We Help You Grow
Imagine a steady stream of qualified leads, a story that sets you apart, and a partner to help you close. Where could you take your business?
Anasova is a marketplace of financial planning leads. We rank in the top 5 for SEO across 30 categories and run campaigns on platforms like Google to connect you with people actively planning their financial futures. What makes us unique: you set the price, you set the criteria—with over 50 filters to target as broadly or as precisely as you want.
97% of our traffic delivers marketing-qualified leads ($7–$70)—people seeking ideas via email to build trust and engage on their terms. The remaining 3% are sales-qualified leads ($200–$1,500+), ready for a call with an advisor now.
With built-in automations that push data to virtually any CRM, nurturing is seamless. And if you haven’t seen our AI enrichment, you should.
The real challenge to organic growth isn’t traffic (we cover that) or automation (we handle that too). It’s nurturing—something 95% of advisors and firms still struggle with. We’ve built the thought-leadership and AI tools to change that.
Here are three free ways we can help you right now:
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Understand people. Begin with our research and insights—do not skip this step.
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Adopt distinctive ideas. We present three unique and compelling philosophies you can share with others; take the time to learn them.
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Access tools and support. Resources to help you grow: qualified leads, business plans, AI tools, fractional support, and even direct assistance.
Explore our free education and tools →
Every profession relies on specialized, episodic expertise—medicine, law, even sports. Financial services should be no different; in fact, it should lead the way. Balance Sheet Architecture is that missing layer: specialized advice delivered once every few years, designed to reshape the way clients think about money.
We don’t manage assets or sell lending products. Our role is clinical, sometimes even radical—introducing ideas that change the trajectory of a client’s plan. Advisors remain the ongoing relationship; we provide the spark.
Whether with a prospect or an existing client, partnering with a Balance Sheet Architect can accelerate growth at the highest levels. Fifty to one hundred $5 million clients isn’t just a dream—it’s a strategy. Let’s get there together.
See how we can help you close →
![Anasova - Supply Line and Ecosystem v1[32]_Page_2.jpg](https://static.wixstatic.com/media/7a1cbd_f5ac8599b97a48e883325b8421bcb00a~mv2.jpg/v1/fill/w_147,h_83,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_avif,quality_auto/Anasova%20-%20Supply%20Line%20and%20Ecosystem%20v1%5B32%5D_Page_2.jpg)
The supply line of growth
Growth is a market with a visible supply curve. On one end you can buy a business (acquire revenue); on the other you can start with a phone book (create demand from zero). Between those poles sit many lead types—referrals, search, marketplaces, paid media—each with a price, capacity, conversion rate, and durability.
Quantifying these inputs yields the Value of Growth: the after-cost, risk-adjusted return on each source. Our role is to map this market, price the units, and help you allocate across channels like a portfolio—tracking CAC, LTV, payback, and variance—so you operate on the efficient frontier of growth. It is no different from investing; it is capital allocation.
Let us help you maximize ROI.