top of page

3 Myths of Working with a Scheduler Debunked

Scheduling is a thorn in your side. It’s time consuming, frustrating, your time as a Wholesaler is most effectively spent in front of clients and prospects. Scheduling is such a vital part of your business, but not the best use of your time in your role as a Wholesaler. Is it time to make that investment into hiring somebody to manage your calendar for you?

There are several potential objections to hiring a Scheduler, yet so many have found great success with handing their calendar over to a professional scheduling partner. Let’s address three of these objections to determine their relevance.

1. They don’t work on commission or have a stake in your business, so the appointments aren’t as crucial to them.

True, Schedulers are paid an hourly rate and this may be a valid concern when considering certain scheduling firms. This is why it’s important to make sure that you choose a scheduling service that incentivizes your Schedulers. Incentives create loyalty to the scheduling service (and to you), provide oversight to your account, and encourage a team.

2. They can’t talk about products, so is it really worth my money to hire somebody to make calls for me?

This is a hot topic, especially to Compliance Departments. There are a couple of points here to take note of. No, your Schedulers cannot, nor should not, be talking product with either existing clients or prospects and this is overcome in several ways.

  1. It’s most effective for your Schedulers to have a list of your existing clients. So when they call on an Advisor there are fewer questions about who you are and what you are selling.

  2. More and more Wholesalers are looking for Schedulers to help build brand recognition and call on prospects vs clients. To tackle these accounts you need a scheduling service that understands the role. That the job of your Scheduler is to sell YOU to your prospects, and it’s your job to sell the product.

  3. You will want to be certain the scheduling service you decide to partner with is operating compliantly. And also working in conjunction with your firm’s Compliance Department to ensure the integrity of your business.

3. They don’t know my schedule the way I do.

There is a learning curve when it comes to adding any new member of your sales team, including hiring a Scheduler. If you understand that “you get what you give”, and are diligent about giving accurate and complete information to your Scheduler, these concerns will be easily alleviated. If you hire a Scheduler and a scheduling service that knows the pitfalls of transitioning from a personally run calendar to a managed calendar, they will ask the right questions upfront to ensure as little disruption as possible to your schedule.

There are many benefits to working with a professional Scheduler, and it’s important to choose the right service. A scheduling service that has industry knowledge and that is able to effectively eliminate all the possible bumps in the road while transitioning to a managed calendar.

8 views0 comments


bottom of page