Collective, I am in Des Moines, IA today participating in the Athene Producer Advisory Council. So I will not be available for the mid-day coaching call. Instead, can I point you to listen to the first three episodes of the One of a Kind Financial Show Daily this week where I talk about Michael Burry, Robert Kiyosaki and Jim Cramer (and subscribe to that YouTube channel if you haven't yet--https://www.youtube.com/@1.oakradio). I will hit on two other key figures this week. If you don't know who these three figures are in finance, you are missing the opportunity to lean into and "borrow credibility" or "reverse a thought". I talked about both of these concepts in the Sprint to Success on Friday. As a reminder, if you have not reached out to Ermelis to discuss next steps with the Collective, do [email protected]. Ask her if she got Bad Bunny tickets for this weekend also as he is playing in PR to end his world tour. Ticket go on sale on the island this morning at 10am. With her luck. Speaking of Ermelis, Our client success strategiest, she will be posting more details about our sales call next week. We will be reviewing the term platform I used to put over $400 Million of Term Business In Force and the sales strategy around it next week. Finally, is there a financial name, guru, finfluencer or financial entertainer you hear from your prospects often that you would like me to do the research on and hit on an episode of The One of a Kind Financial Show Daily. If so, comment that below.

Have a good amount of advisors fired up about tomorrow's call! Got to love working with people who love what they do.

I was on Sales Coaching Call and talked about the power of the The One Pager between meetings. I will post a training on how to do this within a week. Who wants that!

After @Mike Milligan weekly calls recently, I wanted to pull some more data to further drive home the point that not only in LinkedIn your digital business card it's the future of your business: 1. THE STAGE IS EMPTY — AND THAT'S YOUR EDGE Only 1% of LinkedIn's 1.3 billion members post content weekly. That 1% generates 9 billion impressions every single week. 99% of your competition is completely silent. If you're posting consistently, you're already winning before you say a word. 2. THE AUDIENCE IS ALREADY THERE - 62% of HNW individuals are on LinkedIn weekly - 50%+ of Americans with $100K+ portfolios are active on LinkedIn - 52% of advisors say being connected on LinkedIn makes it MORE likely they'll do business with someone - 23% of Gen Z won't even consider an advisor without a social media presence The people you want to reach are scrolling right now. The question is whether they're seeing YOU. 3. THE NUMBERS DON'T LIE - 86% of advisors who use social media gained new clients from it - Advisors with a content strategy generate 168% more leads/month and onboard 50% more clients/year - The most successful advisors post ~35x per month — roughly daily - Carousel posts get 596% more engagement than plain text - One advisor tracked $7,840 in new revenue per post Posting content is like running a referral engine 24/7 without picking up the phone. The data is clear. The tools are free. The audience is there. Sources - Broadridge 2024 Financial Advisor Marketing Trends Report → info.advisorstream.com - Putnam Investments: Social Media for Advisors Study → napa-net.org - Forbes: How to Generate $50K in Leads Weekly by Posting on LinkedIn → forbes.com - Buffer: 26 LinkedIn Statistics to Know for 2026 → buffer.com/resources

For years I was resistant about using LinkedIn, most likely due to imposter syndrome. I’m finding my confidence in this platform now. Thanks @Mike Milligan for inspiring and encouraging me. I love a good challenge. I completed the weekly connect! I’ll do this again next week. I’ve made a few connections this past week because of the question. “If there’s one thing you I can do for you today, what would it be?” Great tip! Mahalo nui loa again!