CONTACT
LOCATION
HOURS OF OPERATION

Steve Rokoszewski:              sroko@anchoras.com

Work Phone: 774-773-3036

James Mulligan:

jmulligan@anchoras.com

Phone: 774-773-3033
 

Anchor Advisory Services
8A Court St.

Plymouth, Ma 02360

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed

2019 ANCHOR ADVISORY SERVICES

INTERNAL

wholesaling

At Anchor Advisory Services, we see a need to change the internal wholesaling industry. 

Typically there was one model available for sponsors in need of internal wholesaler support- doing everything in-house. Times are changing and Anchor has created a turnkey approach designed to meet the needs of boutique investment managers and sponsors.  

At Anchor we have learned throughout our 36 years of combined experience that the wholesaling industry is changing and sponsor needs are not being met.  Boutique financial service companies are finding their window in the industry smaller and less obtainable.  These companies may have smaller budgets and less access to the necessary resources to build a quality distribution team. Anchor is the leader in turnkey, cost-effective, proven internal wholesaling.  We are ready to partner with you and help maximize your true sales potential. 

OUTSOURCING, YOUR BEST ASSET

AFFORDABILITY

Hiring an internal wholesaler can be draining on a tight budget, at Anchor, we offer an approach to suit your individual company needs.  Working through Anchor saves your company money, time and resources.

01

EFFICIENCY

Outsourced internal wholesaling is the best decision you will ever make to grow your distribution team.  Our trained internal group provides the services you need with a structured approach, built and upon years of industry experience.

03

CONVENIENCE

What sets us apart is our ability to fully integrate the resources of an internal wholesaler without the hassle of oversight, training and management.  Our in-house trained and licensed internals can cover all your territory needs.

02

PERSONALIZATION

Our approach is personalized to your individual selling groups needs based on rep count, sales and marketing campaigns, conference and event attendance. We have structured an approach to meet budget and expectations.

04

Introducing the new model for

OUTSOURCED INTERNAL WHOLESALING

OUTSOURCING THROUGH ANCHOR 

(TEAM BUILT BY ANCHOR)

                                     

Hire from current employee roster that has been                           sourced, trained and proven on the phones                                                                              

Licensed internals, trained and managed by partners with      combined 36 years wholesaling experience

Managed and Supervised by partners of Anchor who hold        series 24 and Series 7 licenses

No charge for additional office overhead or benefits. 

 

1:1 All in annual fee, paid monthly

​* Estimated savings $20,000 plus per year per internal

Here's what the traditional model represents

(work done-in house, not through Anchor) which is time consuming and expensive.

BUILDING THE TEAM YOURSELF   

(TRADITIONAL METHOD, ALL WORK DONE IN-HOUSE)

                                     

Source candidate and/or Engage Headhunter                                                                              

Interview, Hire and Train Internal Wholesaler

On-going Management and Supervision

Costs in addition to Compensation Package:

Office Overhead and Benefits

Estimated Annual Cost based on Industry Average:$80k - $90k*

 

 

* Estimated Annual Cost is representative of Base Salary + Commissions.

* Not including overhead and benefits cost.

There are 140,000 advisors nationwide, how do you possibly connect with everyone?  An internal can have 20-25 good conversations with advisors a day, an impossible task for an external wholesaler.  Today, a greater emphasis is placed on the role of an internal wholesaler than ever before. More often than not, a sales manager is short on time and resources to properly train and manage a team of internal wholesalers.  At Anchor, we personally train  and mentor our internals so you can keep doing what you do best- sell.