Scheduling Services

WHO WE ARE

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: WholesalerMasterminds.com. 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.

ABOUT OUR SCHEDULERS

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.

SCHEDULING SOLUTIONS

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

READY TO GET STARTED?

Please contact Ashton at
ashton@milrichvirtualprofessionals.com or
dial 888-507-0779 x 317

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

GET MORE INFORMATION

To review our full informational brochure click here.

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