Tom Anderson is the Founder and CEO of Anasova, a platform dedicated to connecting individuals with financial advisors through innovative technology and free financial plans. As a visionary in the financial advisory space advocating for customer success, he is also an accomplished author, having published four books, including The Value of Debt. Before Anasova, Tom was an Executive Director at Morgan Stanley Wealth Management and the Founder, former CEO, and Chairman of Supernova Technology. A former 5X Barron's Top Financial Advisor, he is a regular speaker at events countrywide.

Many businesses struggle to guide their customers from start to finish and maintain momentum when consumer interest wanes. Are you in this category as a financial services brand? If so, are you curious about successful companies' strategies for keeping their customers engaged throughout complex processes?

Tom Anderson, an expert in the financial services world, describes the intertwined challenges of customer engagement and conversion in the financial services industry. He discusses the meticulous process of trial and error that led to the refinement of user experience and customer journey on freefinancialplan.com. Additionally, he emphasizes the need for advisory services to step in where automation ends, nurturing client relationships through personalized follow-up and leveraging AI to create a more tailored experience. Tom’s approach focuses on data-driven methods and customer feedback to continuously improve engagement and satisfaction.

In this episode of The Customer Wins, Richard Walker interviews Tom Anderson, Founder and CEO of Anasova, about creating effective customer engagement strategies in the financial services sector. Tom discusses how Anasova is redefining financial planning by connecting advisors with actionable data, how it identifies customer engagement patterns by analyzing sample data, and how advisors can nurture client relationships through continuous outreach.