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You are here: Home / General Wholesaling / Keys To Advisor Scheduling Success

Keys To Advisor Scheduling Success

Featured Posts

  • 51 Posts All New Externals Needs To Read
  • 12 Must Read Posts For Internals
  • 22 Practice Management Posts
  • 16 Business Planning Resources
  • 14 Useful Productivity and Efficiency Posts

Advisors are getting crushed with requests for zoom meetings and phone appointments.

How do folks that make their living obtaining appointments for wholesalers get the the job done?

We asked some of our most successful schedulers to share how they have been navigating the world of virtual wholesaler/advisor appointment setting.

00:24 This year vs prior years, are you seeing more results from email or phone in setting up wholesaler appointments?

02:32 How well are your wholesaler clients adjusting to virtual versus in person wholesaling?

04:53 What do you believe is your key to success when it comes to scheduling for your wholesaling clients?

06:54 What one thing do you wish all wholesalers would do to have a better relationship with their schedulers?

10:02 What else would you wish wholesalers knew was important about seeing scheduler (and scheduling) success?

Learn more about Wholesaler Masterminds® Schedulers here.

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  • 3 Ways Wholesalers Can Have More Productive Advisor Meetings
  • Good Question, Glad You Asked #2: How Do You Make This Job Less Stressful?
  • Wholesaler Entertaining25 Entertaining Ideas Wholesalers Use With Advisors
  • Lightspeed Wholesaling – When Today’s Fast Is Tomorrow’s Slow

CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

LISTEN: Three Skills NEW Wholesalers Should Focus On

https://wholesalermasterminds.com/wp-content/uploads/2019/10/q8-three_things_new_wholesalers_should_focus_on.mp3

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About Rob Shore

Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]

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