Anchor Advisory Services in Plymouth, MA is a premier partner for outsourced internal wholesaling, wholesaler scheduling, and support in the financial services industry. With a dynamic team of professionals led by founding partners Jim Mulligan and Steve Rokoszewski, who offer a combined forty years of experience, Anchor Advisory Services has raised over $8 billion at a premier distribution company.
Their services focus on wholesaler scheduling and telephone solicitation, distribution consulting, and RIA acquisitions, providing innovative solutions to boost sales activity, increase territory sales, and connect with new reps through an established sales network. Clients praise Anchor Advisory Services for their dedication, professionalism, and impact on improving wholesaling team performance.
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