setting new standards in the wholesaler scheduling industry
We stand out from all competition with trained in-house associates supervised, coached and managed daily by our founder, Steve Rokoszewski, with with 26 years of 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.
Let us schedule your next big client.
YOUR BOOK OF BUSINESS AND REVENUE STREAM
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.
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.
We're confident in our growth skills. Why not outsource your wholesaling with us.