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Owned by Mike

Coaching and Mentoring to build your business voice in financial services and become a trusted professional. Be 1oak! Join the Cohort.

An on-demand course and community that provides a comprehensive overview of personal financial planning.

52 contributions to 1.oak Collective
Want to know what people are saying behind Mike’s back? 👀
Turns out… it’s pretty good stuff. 😉 We’re letting these reviews do the talking! Swipe through to see what others have to say about Mike Milligan. Now it’s your turn: What’s one thing you’ve learned from Mike that has stuck with you? Drop it in the comments! 👇
Want to know what people are saying behind Mike’s back? 👀
0 likes • 1h
I love this. Thank you @Ermelis Ramirez for putting this together.
No Sales Call on Wednesday, October 21
I am in Hawaii with a huge time difference. I will not be doing the Sales Coaching Call this week. Here are a couple things for you though: 1. Watch the One of a Kind Financial Show Daily that will post to the YouTube Channel for Wednesday. I talk about SpaceX earnings. And the competing gifts of Musk one share pledge to kids versus Trump Account gift. Have you had conversations about generational gifts to the next generation lately? 2. Rates on MYGAs are going up....it is a great time to review assets with clients to lock in some rates we have not seen since 2004. There is a 6.6% simple interest five year solution right now--do you now what company is offering that? 3. Rothober is in full force. Have you used "The Retirement Handshake" recently with a client. I have heard stories in the last week that include: a $900,000 annuity being written, $1,500,000 in application, $1,800,000 being taken this week and others. Would you like an author readback on the book again before Halloween? I think I can squeeze that in. Talk to you soon. Aloha!
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No Sales Call on Wednesday, October 21
💬 Before the numbers, get to know the person.
Hey Collective! 👋 Here’s a small challenge for your next client conversation: ask one question that goes beyond the numbers. Try one of these: - “What would having more financial confidence allow you to do?” - “What’s one financial worry you wish you could take off your plate?” - “What matters most to you about the future we’re planning for?” Then pause. Give them room to answer before moving into solutions. The goal isn’t to rush toward a recommendation, it’s to understand what that recommendation needs to accomplish. What’s one question you ask that helps turn a surface-level conversation into a meaningful one? 👇
1 like • 2d
These are especially good for folks you approach who are not in your pipeline. You can add two sentences to the front of these… “I have been having a lot of conversations recently about the future with clients. And it got me thinking about you….then hit the question and pause…
🚨 Sprint to Success Webinar starts today at 4:00 PM ET!
Calling all insurance and financial professionals—join us live on Zoom for practical insights, momentum, and strategies to help you sprint toward your next level of success. 📅 Today, Friday, October 2 🕓 4:00–5:00 PM ET 💻 Join on Zoom: https://us06web.zoom.us/j/86892192822 Don’t miss it—set your reminder and join us live!
🚨 Sprint to Success Webinar starts today at 4:00 PM ET!
0 likes • 19d
I am getting fired up for this.
The Retirement Handskake
Live Now... https://us06web.zoom.us/j/2488919167
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Mike Milligan
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322 points to level up
@mike-milligan-2056
CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Active 1h ago
Joined Aug 20, 2025
San Juan, PR and Virtually
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