Wholesaler Masterminds® Schedulers strives to be the premier destination for wholesalers and financial services distribution professionals for all scheduling and virtual office needs.
About Our Amazing Schedulers
Our leadership team is committed to hiring schedulers and virtual assistants that meet our stringent requirements.
We offer ongoing training and performance coaching to make sure that our team lives up to our clients’ demanding standards.
All of our schedulers are U.S. based.
We hire military veterans, disabled individuals and stay at home parents.
Our Keys To Scheduling Success
00:24 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 live wholesaling?
04:53 What do you feel like 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, what would that be?
10:02 What else would you wish wholesalers knew was important about seeing scheduler (and scheduling) success?
Frequently Asked Questions
How am I assigned a scheduler?
What do I do after my scheduler is assigned?
We will choose a scheduler that has no territory conflicts, optimum call time for the time zone they will be calling, as well as one that demonstrates the skills and personality to successfully call into your territory. For example, the skills and personality required for calling into New York offices will not be the same for calling into Texas.
When we make a scheduler assignment you will be contacted by the management team, an onboarding specialist, and your scheduler rather quickly. The onboarding specialist will help in coordinating a call between your scheduler and any members of your scheduling team. This call will cover all the specifics of your account and give you the opportunity to set expectations with your scheduler.
What information do you need to get started?
How should I be using my scheduler?
We will need the list of contacts you would like us to call on as well as a returned agreement and client profile. 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).
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.
How many calls should I expect to see my scheduler making?
Who do I contact for questions about hour usage and scheduler performance?
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.
Krista Yeric and Amanda Lane are your Relationship Management Team, so if you have any questions or concerns about your account, or would like to work on a more detailed script, please email firstname.lastname@example.org and email@example.com.
How far out should my scheduler be scheduling for?
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.
About Our Founders
Rob is a +30 year veteran of financial services distribution and the creator of the most popular 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.
Melanie Koerperich and her firm, Milrich Virtual Professionals, LLC, have served the virtual office needs of the financial community, and beyond, for the past 10 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.
To learn more about us, including our pricing and any of our current promotions,
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