Directory / Samuel Ortiz
Samuel Ortiz
Founder · Anchor Advisors
"A quarterly operating rhythm licensed to 40 partner firms."
Origin Story + Framework Breakdown · 44:58
Interview coming soon
Samuel explains how a private operating rhythm became a licensed program for other firms.
The Anchor Operating Rhythm
The Problem They Solved
Clients loved the quarterly planning sessions but nothing held between them.
The Framework They Built
A 13-week operating rhythm with weekly, monthly and quarterly artifacts defined in advance.
Key Systems & Processes
A one-page quarter plan, a weekly scorecard, and a monthly written review.
Results & Outcomes
Client retention hit 91% annually and 40 partner firms now license the rhythm.
Pull quotes
"A plan without a rhythm is a wish with a deadline."
"We sell the cadence, not the offsite."
§ What Anchor Advisors does
Anchor Advisors runs operating-cadence programs for owner-led companies and licenses its rhythm to other advisory firms.
Ideal client
Owner-led companies between $3M and $60M in revenue.
Service area: United States
Visit Anchor Advisors Website →Offerings
Quarterly operating programs
Advisor licensing
Leadership scorecard design
Annual planning facilitation
