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Scheduling Services

Who We Are

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Milrich Virtual Professionals, llc partnered with Wholesaler Masterminds to form Wholesaler Masterminds Schedulers.

Wholesaler Masterminds Schedulers is
founded by Rob Shore, a 30 year veteran
of financial services distribution. Co-founder
Melanie Koerperich and her firm, Milrich Virtual Professionals, LLC, have served the virtual office needs of the financial community, for the past 11 years.

Wholesaler Masterminds serves the coaching,
training and consulting needs of financial services wholesalers and their leaders.

About Our Schedulers

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We ensure our Schedulers handle your business with
quality care through:
- Extensive Interview Process
- Skills and Competency Testing
- Background Check

In addition, all Schedulers perform a thorough two-week
intensive​ orientation process including:
- Training on Wholesaler Masterminds® Philosophy
- Deep insights into job responsibilities
- Proper Scheduling Techniques
- Comprehensive Review of all Technology Tools
- Tip and Tricks of the Scheduling Trade
- Script Training
- Assigned Veteran Scheduler Mentor
- Weekly Skill Building
- Mentor facilitated mock calls

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.

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

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Meet Rob (Co-founder)

Rob is a leader known for innovation, results, creativity, and extraordinary sales success. He was part of the “new wave” of brokers in banks circa 1987 before moving on to help build Oppenheimer Funds' early entry into bank distribution. Rob's last stop in corporate America, before founding Wholesaler Masterminds®, was as President of Allstate Distributors where he helped established the first formal distribution team at Allstate Financial.

22

Firms We Work With

70,027

Appointments Scheduled

39

Number of Schedulers

How am I assigned a scheduler?

We evaluate several factors before assigning you a scheduler. We select a scheduler that has no territory conflicts, one that aligns with the time zone they will be calling, as well as one that demonstrates the skills and personality to successfully handle your scheduling needs. 

What information do you need to get started?

(The client profile is attached to the agreement and outlines any systems your scheduler will be gaining access to, if any. It will also let us know how you’d like the calendar to be set up (either shared access or a “mock” calendar that will mirror yours).

- List of contacts you would like us to call on
- Returned agreement
- Client p
rofile

 

How should I be using my scheduler?

We find that your scheduler will produce the best results calling on a list of your current producers and warm contacts. We do not shy away from cold calling, however we recommend a more robust script for these calls and want to be sure each client is aware this will lower the expectation of appointments set each hour.

What do I do after my scheduler is assigned?

After scheduler assignment, you will be contacted by the management team, an onboarding specialist, and your scheduler rather quickly to coordinate a call to cover all the specifics of your account as well as give you the opportunity to set expectations with your scheduler.

How far out should the scheduler be scheduling?

How will my scheduler report their work to me?

We recommend that your scheduler be calling at least two weeks out and that your rotation be built out to include alternate dates for the area they are calling on. The best use of their time for trying to fill last minute time slots will be by suggesting them in an email communication. We have several email templates that are good for such a use.

Your scheduler utilizes a call log in Google Sheets that is shared with you so you can have real time updates of the calls that are being made and the responses they receive. You will also be requesting either a Weekly or Daily Summary from them that will outline the number of calls made, time used, and a detailed list of appointments made.

How many calls should my scheduler be making?

Our schedulers are expected to meet the minimum requirement of 10-12 calls per hour, which includes logging calls, mapping, and an email follow up for each call. When working strictly with a call log and not entering notes in a CRM, we tend to see this number increase to 14-16 calls per hour.

Questions about performance?

Amanda Lane is your Relationship Manager, so if you have any questions or concerns about your account, or would like to work on a more detailed script, please email her at amandal@wmmschedulers.com.

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