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

SCHEDULING

SERVICES

STRATEGIC SCHEDULING SOLUTIONS

setting new standards in the wholesaler scheduling industry

WHY ANCHOR?

We stand out from all competition with trained in-house associates supervised, coached and managed daily by partners with 36 years combined wholesaling and distribution experience​

 

 



​Our client associates are dedicated to servicing your territory needs.   Direct communication and scheduling will ensure that you are meeting with the right advisors to maximize  your weekly calendar. Our high volume productivity is reflected at every level.  High impact solutions deliver...most importantly, increasing  your revenue stream and growing a larger producer base. 

INCREASE

YOUR BOOK OF BUSINESS AND REVENUE STREAM

WHOLESALER SCHEDULING

TELEPHONE SOLICITATION SERVICES

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 innovative approach and resources, productivity will increase at each phase of your business development. Let Anchor Advisory Services navigate your path to financial success.

Our skilled staff, trained to fill your corporate conferences, events and calendar will expand your presence at industry conferences.  Let our team do the legwork and forego  losing valuable sales momentum.​​​ Additionally, we will assist with various call campaigns and projects.

OUR TIME-TESTED

APPROACH

Each associate is held to a proven formula for success through focused activity. Expected to average between 100-125 outbound dials per- day which will translate to 20-30 contacts with advisors or their assistants, ultimately resulting in 4-6 meetings per day for each associate.  Weekly team meetings, individual feedback and quantitative data measuring each associates effectiveness are the best practices to ensure our scheduler experience is superior to the industry standard.

OUR MODEL FOR
SUCCESS

Associate Training

and Supervision

On-Going Communication

OUR MODEL FOR SUCCESS

High-level of Activity