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The Power of Pre-Scheduled Meetings: How to Maximize Your Summer Sales
Let’s be honest: summer can be a tough season for sales. Your clients are juggling vacations, kids are out of school, and there’s a...

Milrich Virtual Professionals
4 days ago2 min read


Why Financial Wholesalers Need a Professional Scheduler (Not Just an Assistant)
Efficiency is everything in the world of wholesaling. Managing advisor relationships, coordinating presentations, handling client...

Milrich Virtual Professionals
Apr 222 min read


The Secret to Booking More High-Value Meetings Without Extra Effort
As a financial wholesaler, your success hinges on your ability to consistently book high-value meetings with advisors and...

Milrich Virtual Professionals
Apr 82 min read


The Benefits of Hiring a Virtual Assistant for Your Business
Are you underestimating the benefits of hiring an assistant for your business? The best assistants will work so well that they’ll almost...

Milrich Virtual Professionals
May 10, 20232 min read


Failing to Plan or Planning to Fail?
I’m sure we’ve all heard that famous phrase from Benjamin Franklin: “By failing to prepare, you are preparing to fail.” Whenever I would...

Melanie Koerperich
Jul 22, 20222 min read


Boost Sales During the Holidays – 6 Creative Ways to Do It
The holiday season is a time for giving. Giving to family, friends, employees, and charitable donations. It is a time when retail...

Melanie Koerperich
Nov 15, 20173 min read


Marketing 101
So often people use the word advertising interchangeably with marketing. Let’s start off first by distinguishing these two words....

Melanie Koerperich
Jul 17, 20173 min read
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