Through our relationship with Milrich Virtual Professionals, LLC we have have teamed up to bring you Wholesaler Masterminds Virtual Assistants*: a joint venture combining the knowledge and expertise of Rob Shore at Wholesaler Masterminds®, and the experienced team led by Melanie Koerperich at Milrich Virtual Professionals, LLC.
Together we have joined forces to bring you the best opportunity in Virtual Assistants, designed specifically for the financial services wholesalers.
Listen to our conversation with Melanie Koerperich, Managing Partner of Milrich Virtual Professionals, LLC
Complete the Brief Form Below
for a Complementary Consultation
Why Hire a Virtual Assistant (VA) for Your Wholesaling Practice?
There comes a time in a wholesaler’s practice when they need to free themselves of the administrative burden of so many tasks.
Tasks that need to get done – but not by you.
Do the math:
$250,000 annual income/2500 hours worked per year (50 hour weeks x 50 weeks) = $100 per hour
$475,000 annual income/ 2500 hours worked per year (50 hour weeks x 50 weeks) = $190 per hour
WHY ON EARTH SHOULD REPETITIVE ADMINISTRATIVE FUNCTIONS BE DONE BY YOU AT THIS HOURLY WAGE, VS. OUTSOURCING THE TASKS SO YOU CAN CONCENTRATE ON HIGHEST VALUE ACTIVITIES THAT RAISE ASSETS?
What Can Your Virtual Assistant Do For You?
Here are eight ways Virtual Assistants can assist a wholesaler’s business (and we have an even more exhaustive list for you upon request):
- Advisor Marketing
- sending thank-you notes
- snail mail marketing preparation
- email marketing
- invitations
- Accounting
- expense tracking
- expense report preparation
- CRM Support/Input
- including preparation/scrubbing of your CRM notes
- adding notes to system
- expense entry
- Email Handling
- pre-meeting agendas
- event emails
- post meeting follow-ups
- appointment emails
- Event Planning & Coordination
- site evaluation
- contract negotiation
- pre-event planning
- post event follow-up
- Travel Planning
- air
- hotel
- ground
- Web Research
- advisor and COI recon
- product story development
- Rotation Calendar
- preparation and implementation
- PLUS you’ll have access to the NEW Wholesaler Masterminds Rotation Builder
HOW MANY HOURS A MONTH DO YOU SPEND ON THESE ACTIVITIES?
WHAT IF YOU HAD THAT TIME BACK – TO SEE MORE ADVISORS, RAISE MORE ASSETS, OR SIMPLY TAKE A DAY OFF?
Why Wholesaler Masterminds VA?
Maybe you have been down the long, bumpy VA road before – heaven knows we have!
We have spent hours on Craigslist placing ads, sifting through resumes, and interviewing folks only to find out the person we hired was a train wreck.
We have hired an offshore (read: far less expensive) VA who talked a great game, but sucked when it came to work product follow through.
Then we learned of a firm, Milrich Virtual Professionals, LLC, that has deep VA experience plus the financial services experience we needed.
A TIME TESTED VIRTUAL ASSISTANTS FIRM (Milrich Virtual Professionals, LLC) THAT COMBINES WITH A GO TO RESOURCE IN THE WHOLESALING COMMUNITY (WHOLESALER MASTERMINDS) MEANS WE HAVE A MATCH THAT WILL NOW OFFER WHOLESALERS AN OPPORTUNITY TO RECEIVE FIRST CLASS VIRTUAL SUPPORT.
What’s The Next Step?
Simply fill out the form that follows and expect a call.
On that call we’ll learn more about what you wish to accomplish by using a Virtual Assistant and how our services might be a good fit.
Complete the Brief Form Below
for a Complementary Consultation
Meet The Leadership Team
The Milrich Virtual Professionals team of Virtual Assistants is led by:
Melanie Koerperich
Co-founder of Milrich Virtual Professionals, LLC and Wholesaler Masterminds Schedulers
Melanie Koerperich is a graduate of the University of Toledo with degrees in both Psychology and Political Science but has been transforming businesses and organizations even before she was out of high school. In the early days, Melanie was a professional organizer who knew what it took to get a business or individual organized for optimum performance.From working in the insurance industry to wholesalers and distributors to being the office manager for a mental health facility, Melanie did it all. When an opportunity to move West was presented, Melanie jumped at the chance to take on a newly created role as an EA for a hospital CIO. It was here that Melanie really started breaking out in a leadership role.
After a few years, Melanie moved on to working for herself as a VA. As her reputation grew, the demand for her work increased to the point where Melanie needed to bring in some reinforcements. After a year or so, things really got serious and thus Milrich Virtual Professionals, LLC was born. We have striven to be the best Virtual Assistant company we can be.
Krista Yeric
Human Resources Milrich Virtual Professionals, LLC
Krista has been with our team for two years. She started as a Virtual Assistant and grew into the role as Human Resources Manager. She is efficient and hard-working with a background in HR. Krista is also the Project Manager for Milrich Virtual Professionals, LLC. This role has given her the opportunity to work with clients as well as our Virtual Assistants on a daily basis. Krista is a part-time VA; she resides in Bowling Green, KY with her husband and two adorable children.
