Scheduling Services


Wholesaler Masterminds® Schedulers strives to be the premier destination for wholesalers and financial services distribution professionals for all scheduling and virtual office needs.

Wholesaler Masterminds Schedulers is founded by Rob Shore, a 30 year veteran of financial services distribution and the creator of the de facto online destination for wholesaler practice management content: Wholesaler Masterminds serves the coaching, training and consulting needs of financial services wholesalers and their leaders.

Co-founder Melanie Koerperich and her firm, Milrich Virtual Professionals, LLC, have served the virtual office needs of the financial community, and beyond, for the past 11 years. Currently employing over 55 virtual assistant professionals, Milrich Virtual Professionals offers a full range of services to meet the demands of our clients from administrative and accounting to marketing, social media, graphic design and web development.


In order to successfully meet our clients’ needs, our schedulers undergo:
  • Multiple layers of interviews

  • Skill and competency testing

  • Background check

A thorough two-week intensive orientation process which includes:
  • Wholesaler Masterminds® philosophy

  • Deep insights into the demands and requirements of a wholesaler’s job responsibilities

  • Proper scheduling techniques

  • Comprehensive review of all technology tools used in their work

  • Tip and tricks of the scheduling trade

  • Script training that teaches an understanding of how to successfully schedule financial advisors

  • Further training through their assigned veteran scheduler mentor

  • Weekly skill building and continuing education via conference call

  • One full week of mentor facilitated mock calls to cover most call scenarios

In addition, all new client orientation is facilitated by our one of our Client On-Boarding Specialists.


Wholesaler Masterminds Schedulers can provide 20-160 hours of scheduling a month based on need.


Please contact Ashton at or
dial 888-507-0779 x 317

We are the ONLY scheduling service trained and endorsed by Wholesaler Masterminds®!


To review our full informational brochure click here.

This privacy policy discloses the privacy practices for This privacy policy applies solely to information collected by this web site. It will notify you of the following:

  1. What personally identifiable information is collected from you through the web site, how it is used and with whom it may be shared.

  2. What choices are available to you regarding the use of your data.

  3. The security procedures in place to protect the misuse of your information.

  4. How you can correct any inaccuracies in the information.

Information Collection, Use, and Sharing 
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information 
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

   • See what data we have about you, if any.

   • Change/correct any data we have about you.

   • Have us delete any data we have about you.

   • Express any concern you have about our use of your data.


We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for "https" at the beginning of the address of the web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

Our Privacy Policy may change from time to time and all updates will be posted on this page.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via email

We request information from you on our order form. To buy from us, you must provide contact information (like name and shipping address) and financial information (like credit card number, expiration date). This information is used for billing purposes and to fill your orders. If we have trouble processing an order, we'll use this information to contact you.

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This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

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All Rights Reserved