Keys To Advisor Scheduling Success

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?