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scheduling

ABOUT US

Anchor Advisory Services is your premier partner for outsourced internal wholesaling, wholesaler scheduling and support.

The dynamic team of professionals at Anchor Advisory Services will help you boost your meetings per month, increase territory sales and connect with new reps through our established sales network. Our founding partners Jim Mulligan and Steve Rokoszewski offer a combined thirty-six years of experience in the financial wholesale industry, having raised more than $8 billion at a premier distribution company. The services Anchor Advisory Services provides were created to meet the needs of wholesalers and distributors in a more professional and cost-effective way.
 

OUR SERVICES

SCHEDULING
& TELEPHONE SOLICITATION

Our established sales network, along with a dedicated  in-house staff, specializes in increasing sales activity and volume to a broader advisor base. Together, implementing an innovative approach and resources, productivity will increase at each phase of your business development. Let Anchor Advisory Services navigate your path to financial success.

Anchor's skilled staff will increase your calendar listing of conferences and events, which will expand and promote your presence in the industry. Let our team do the legwork and forego  losing valuable sales momentum.​​​ Learn more about Scheduling Services.

OUTSOURCED INTERNAL WHOLESALING

Not every company has the need nor the budget for an internal wholesaling team and this can pose a problem for the typical model of in-house internal wholesaling and scheduling.  Anchor has taken a unique, flexible approach which addresses the budget of in-house internal wholesaling and scheduling.  We pride ourselves for out tailor made programs created to match your needs.  We will customize a program to fit your requirements, be they the one to one, or two to one approach. Learn more about Outsourced Internal Wholesaling.

RIA ACQUISITION

Anchor Advisory Services recognizes and addresses industry progression and meets the challenges which have produces desired results. Simply raising capital solely in the independent broker dealer channel hasn't produces the desired results. Our innovative approach resulted in the creation of the RIA Acquisition Group, a turnkey approach building valuable relationships in the Registered Investment Advisor (RIA) channel. We assist sponsors and asset managers in navigating this challenging, but rewarding channel and ultimately creating a more diversified, cost-effective revenue stream. Learn more about RIA Acquisition.

DISTRIBUTION
CONSULTING
 

Thirty-six years in sales and distribution has provided Anchor with the insight  on operational strategies  combined with industry experience which will together  provide you with a blueprint on business expansion and improvement.  With a focus on channel strategies, product structure and sales-team design, Anchor is your valuable partner as you look to raise sales and brand awareness.

TESTIMONIALS

"It has been a pleasure to work with Janieva, John and the Anchor Advisory Services Team.  Their dedication and professionalism have had a tremendous impact on our wholesaling team.  Our calendars are full of appointments with high quality advisors.  The Anchor Team has been a true partner for our business and we would recommend them to anyone considering hiring a scheduler."

Eric P.  | President, Financial Services Firm focused on commercial real estate investment products

 
CONTACT
LOCATION
HOURS OF OPERATION

Steve Rokoszewski:              sroko@anchoras.com

Work Phone: 774-773-3036

James Mulligan:

jmulligan@anchoras.com

Work Phone: 774-773-3033
 

Anchor Advisory Services
8A Court St.

Plymouth, Ma 02360

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed

2020 ANCHOR ADVISORY SERVICES