ROffice & Anasova Partner to Ignite Advisors’ Business Development
June 25 2024 - 9:02AM
Business Wire
ROffice, a platform where financial advisors and talented
service professionals converge to seek and provide fractional
assistance, today announced its partnership with Anasova, a
sales intelligence platform that connects advisors to their exact
target market at prices they control. This new relationship
presents advisors the opportunity to utilize vital marketing and
business development support services to automate and expand their
growth efforts.
The average financial advisor wants to grow at a pace of about
15 percent a year but in reality is increasing revenue by three
percent. Marketing is an area that many advisors struggle with; a
Broadridge study found that 85 percent of advisors have difficulty
making time to do marketing effectively, 83 percent are challenged
regarding finding capable staff to assist with marketing, and 80
percent have a hard time creating a marketing strategy. For
advisors unable to market themselves, they’re relying solely on
referrals to generate growth.
“Advisors who aren’t achieving the growth they want need to do
something different otherwise they risk being the definition of
insanity – doing the same thing and expecting different results,”
said Andrew J. Evans, founder of ROffice. “We’re so excited
about what the combination of ROffice and Anasova can provide for
the industry so advisors no longer have to struggle with their
marketing and other business development tasks.”
The ROffice and Anasova partnership offers advisors a variety of
fractional services, including business development experts,
ghostwriters, marketing operations experts, and other support
professionals. Now, advisors can get the exact leads they want (and
none they do not) at their set price in their budget and automate
their entire funnel, from lead capture to outreach to nurture using
the combined offerings of Anasova and ROffice. Advisors control
their process. They can leverage the full funnel support of Anasova
and ROffice, parts of the funnel, or nurture their newly purchased
prospects themselves to achieve sustainable growth.
“We’ve seen so many advisors reach a place of relative success,
such as $500,000 in production, and then they turn off their lead
pipeline; that’s the worst time to do that,” explains Tom
Anderson, Anasova’s chief executive officer. “The marketing
process changes as advisors now need to expand their reach to new
audiences and build their pipeline to increase their probability of
continued growth and business value expansion.”
In Anasova’s business-to-consumer sales intelligence platform,
advisors set the exact criteria and price of their target prospects
and fund their account (set their budget) to start buying prospect
profiles. With fractional marketing and sales support, Anasova and
ROffice work together to create a fully automated sales funnel on
behalf of the advisor, that includes access to a dashboard where an
advisor can see their new prospect list, emails sent, open rates,
click rates, and other key data to track engagement and identify
the highest-intent leads. As each advisor has their unique story
and sales pitch, the fractional support person will partner with
the advisor to tailor their email and outreach campaigns to that
advisor. One new Anasova user received 30 new leads in their
pipeline in just one month with $15.7 million in assets to nurture
and engage.
“Advisors have a bias and frustrations with marketing because it
takes persistence and diligence to generate results and those
efforts are often on top of client service,” Evans said. “Advisors
usually don’t want to hire a full-time professional because that
can be expensive and often marketing agency prices are steep. For a
fraction of a marketing agency’s cost per month, advisors now have
access to a ghostwriter to create their content, a marketing
operations person to automate and manage their digital outreach to
identify high-intent leads, a business development professional to
boost the sales process, and fresh leads to grow their
pipeline.”
For financial services professionals seeking new leads and
fractional assistance, create your free account at
https://leads.anasova.com/. Other fractional assistance can be
purchased directly at http://roffice.team. If you are a financial
services professional seeking to offer fractional assistance, go to
http://roffice.team.
To learn more about the ROffice, Anasova partnership, contact
ROffice’s Chief Marketing Officer Tara Sieg at
tsieg@roffice.team. To learn more about Anasova and this
partnership, please contact Anasova’s Head of Strategic
Partnerships Britton Lombardi at britton.lombardi@anasova.com.
About ROffice ROffice provides advisors and firms access
to skilled professionals who help complete complicated or
time-consuming projects in an efficient manner. With the right
person to get their offices in shipshape and off to smooth sailing
in no time, firms can spend more time on client service and other
vital tasks. Grow your business and increase your flexibility with
us.
About Anasova Transform your business growth with
Anasova, the advisor-built platform that targets your ideal
prospects at prices you control. Get the exact leads you want (and
none you do not) at your set price in your budget, combined with
our seamless integrations, full automation, and expert support to
maximize your ROI and achieve sustainable growth. The firm, with
institutional backing from Vested Ventures, Sandalphon Capital and
Orison Capital, is the modern lead generation tool for advisor and
financial services business growth.
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version on businesswire.com: https://www.businesswire.com/news/home/20240625444736/en/
Media: Tara Sieg 609-238-2277 tsieg@roffice.team