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Meet Steve Rokoszewski of Anchor Advisory Services in Plymouth

Today we’d like to introduce you to Steve Rokoszewski.

Steve, can you briefly walk us through your story – how you started and how you got to where you are today.
My partner, Jim and I worked together at an investment bank in the city of Boston for 8 years. Over that time, we discovered that we worked very well together, our combined skills were a perfect balance of sales and operations. When that investment bank decided to close its doors at the end of 2015, we had a decision to make, should we go to work for someone else, or, should we go out on our own and start our own company. I like to say that Jim was as crazy as I was, because we both decided to start our own company.

We started Anchor Advisory Services in January 2016, working at a local Panera and my home office. Our goal was to become the “Best-In-Class Wholesaler Scheduling Company” in the country, Jim & I have over 32 years of combined experience in financial sales and distribution of various investment products. Over the years we learned something that we ultimately built our business around. Sales professionals are great at sitting across from someone selling their product or service, however, many struggles to find the time to fill their calendar with sales meetings.

That’s precisely where Anchor Advisory Services comes into play. We partner with sales professionals across the country and help them fill their calendars with a point of sale meetings.

Fast forward from January 2016 to present day and we no longer work in that local Panera, or my home office, we now occupy approximately 4000 sq ft. of office space in downtown Plymouth, MA. We currently employ 19 full-time, in-house scheduling associates, who work tirelessly to support the 70 financial sales professionals that we are proud to call our clients.

I know I can speak for my partner, Jim, when I say, the single thing we are most proud of, and our biggest differentiator, is our people. Our associates are the biggest reason for our success. They approach each day with professionalism and an attitude that clearly sets us apart.

Great, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
I would have to say, for the most part, it has been a smooth road.

However, we are sales guys by background, and we needed to quickly understand things like negotiating an office lease, furnishing an office, acquiring the appropriate hardware and software needed to run the business, interviewing and hiring associates and many other details. It has definitely been a division of labor between Jim and I to make sure we could navigate all the areas needed to get the company off the ground.

Alright – so let’s talk business. Tell us about Anchor Advisory Services – what should we know?
Anchor Advisory Services is the “Premier Provider of Dedicated, In-House Wholesaler Scheduling”.

We specialize in partnering with sales professionals across the country with the goal of filling their calendars with point of sale meetings.

There are two major areas that set us apart from our competition:

1. My partner and I have 32 years of combined experience directly in industry we support. That really allows us to understand our clients and their needs.

2. Our associates come into our office every day, Monday – Friday from 9-5. Our competitors typically work remotely, from their kitchen table/home office. We felt like that was a disservice to our clients. We can train and manage our team much more efficiently given the fact that they are in the office with us each day,

As far as what we are most proud of, without a doubt, it’s our people. When Jim and I set out to build this company, we did it with the idea that we would promote from within, As we grow, we want our people to grow with us. We feel like that builds the right corporate culture.

Over the last 19 months we have officially promoted 5 associate to “Team Leaders”, one associate to “Head Trainer” and one associate, or first, to “Office Manager”, This clearly demonstrates the quality of the associates we have on staff and highlights the corporate culture we set out to create back in January of 2016,

Is there a characteristic or quality that you feel is essential to success?
We have learned many different things through our prior experience, but one thing, in particular, is most important to our success and that is activity.

We like to say that our business is a “contact sport”. The more people we call, the better chance we will have to secure the meeting for our client. Therefore, we are always striving to “outwork” our competitors by making more calls.

If you look at our company results in August, our associates made 19,200 phone calls which resulted in over 1,100 meetings set for our clients.

A clear example of the importance of activity to our overall company success.

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