5 Myths Dispelled: Profitably Working with a Scheduler

Why do some wholesalers seem to have great success working with their scheduler and others don’t?

How is it that you swear by your scheduler – and your colleague swears about theirs?

We’ve consulted with Melanie, Co-Founder at Wholesaler Masterminds Schedulers to dispel some myths, and present a few tried and true tips for success.

Myth #1: My scheduler is a mind reader.

In a word, no.

Communication is the key to a wildly successful wholesaler/scheduler relationship!

Your initial few conversations set the tone for the entire working relationship, regardless of whether that communication occurs via phone, email or text.

Set clear expectations with your scheduler.

Send information when you say you will provide it.

If something comes up that interferes with an upcoming call/conversation with your scheduler, let them know as soon as you can.

Seems basic, and it’s what you expect from those around you, so be the person your scheduler can count on to follow through.

Myth #2: If provided with 2500 random names, my scheduler should get a lot of appointments.

Your set appointments are only as good as the quality of the list you provide.

The expectations you should have from a scheduler dialing a completely cold calling list, versus your Top 100 or Top 200 list, need to be considered.

Not to say that your scheduler cannot reach out to cold prospects, but having that as the focus 100% of the time is not the best use of your scheduler, their time or your money.

Myth #3:  My scheduler is a ‘free agent player’ and not part of my team, as my internal is.

Your scheduler is an integral and valuable member of your team.

He or she can work with you, your internal, your admin or anyone else you designate as a team member.

Feel free to have them join in on your weekly planning calls so that they have as much information as they need to be successful in scheduling your appointments.

The most successful wholesalers have fully engaged their scheduling partner in their business.

Myth #4:  My scheduler reaches out to my list once, and only once, for the open slots he/she has to fill.

While we can’t speak for what other scheduling services do, the schedulers at Wholesaler Masterminds Scheduling do not have a one and done approach.

In the frequent event that we don’t reach the advisor live, we leave a voicemail.

We follow that up with an email as well.

Then we revisit that sequence over the next 48 hours – and then dial one more time.

This way there is room for five potential “touches” to a client over the course of a week.

This approach seems to get those desired appointments on your calendar.

Myth #5: My scheduler has only the most vague idea of what I do or how I do it.

Given the fact that most folks (spouses, parents, etc.) can’t explain what wholesalers do, to people outside of the business, this would be a reasonable assumption.

But not at Wholesaler Masterminds Schedulers.

We benefit from, and take full advantage of, the training and development that comes from aligning with the leader in wholesaler coaching and practice management.

Each week we hold training calls with Coach Rob and make learning about the craft of wholesaling an ongoing endeavor.

If you enhance your communication, provide quality lists, initiate a team approach and seek out well trained partners, you will build a solid and prosperous relationship between you and your scheduler.

Get more information about Wholesaler Masterminds Schedulers.

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