Milrich Associates, LLP

Milrich Associates’ Partnerships

For the first time ever, we have brought together the skills of a premier Scheduling and Virtual Assistant company with the leader in Wholesaler Practice Management Coaching and Consulting to form Wholesaler Masterminds Schedulers.

Wholesaler Mastermind Schedulers was founded by Rob Shore, a 30-year veteran of financial services distribution and the creator of the de facto online destination for wholesaler practice management content: Co-founder Melanie Koerperich’s firm, Milrich Associates, LLP, currently serves the virtual assistant needs of the financial advisor community…and beyond.

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virtual assistants for financial services wholesalers

Wholesaler Masterminds Virtual Assistants

Milrich Associates has partnered with Practice Power Virtual Assistants and Wholesaler Masterminds to bring you Wholesaler Masterminds Virtual Assistants. WMMVA is brought to you by Rob Shore at Wholesaler Masterminds®, and the experienced team of Virtual Assistants here at Milrich Associates.