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The 1.oak Collective--The Judgement Free Learning Community for Financial Pros
Breakthrough. Amplify. Impact. Are you looking to take your business to the next level. Our core program, "The 12 Week Breakthrough", will make your business unrecognizable in three months. In July and August, we are doing three separate 12 Week Breakthrough Sprints (a four hour action packed event) completed live that will accelerate your production in the 3Q. Each sprint is available to 30 advisors only for $1,000 per session. You will also get access to the Friday Live results show which kickoff again on July 10. A one-hour live event that I share my results, you can share yours and we talk about one action from the 12 Week Breakthrough you should perfect. Also Amplify is currently open for 6 professionals. Amplify: How the Microphone Became the Most Powerful Tool in Financial Services is a Podcast Booking Service. You get one live Podcast Guest Spot with Mike Milligan and the Financial Spotlight Podcast. This also acts as a coaching session. Then our team books you on three podcasts or five podcasts--you pick the package. This will give you access to an audience and build authority in your practice. We do this...to make an Impact. Comment "Breakthrough" or "Amplify" below if you want more informatio on our Q3 offerings.
The 1.oak Collective--The Judgement Free Learning Community for Financial Pros
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Personal Financial Planning Course: Bonus for Financial Pros
For the dozen financial pros who have taken the Personal Financial Planning Course through SKOOL or ODU, here is the bonus takeaway handout you get as part of the bonus class. For members of the 1.oak Collective who have not taken the Personal Financial Planning Course, you can purchase it in the Classroom. Starting July 1, the course price went up to $399 as a one time charge for live course. But we are going to reduce it to $219 for the June recordings in SKOOL. If you complete the course by July 31, I'll also give you the bonus session recording that goes with this handout. If you were part of the bonus session for the June PFP Course, comment below on the impact you think that bonus section will have on your business in the Q3.
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Community Rules
This community is for full-time or aspiring financial professionals actively involved as Financial Advisors, Insurance Agents and/or Registered Representatives who need mentors, guidance and support; being a soloprenuer or small business owner is hard. It is for educational and scaling purposes only. 1. No Soliciting or Recruiting Allowed in the Community 2. Any post quotes or products must come with an illustration or product brochure. Share facts; not opinion. 3. Growth mindset required. 4. We live in the open on this page. 5. 1.oak Collective podcast is where we talk marketing programs, coaching programs, enhancements to your business or other keys to growth. If you want to be featured on that podcast, message administrator. 6. Please share articles, publications or other information in posts to enhance the industry and help others. 7. Introduce yourself. I believe you are one of a kind and I want to promote this industry.
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Mid-Week Coaching Call Today
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.
"Smart Retirement Shopping," The WSJ, published January 13, 2007
Third Party Research--Income Annuities age well. Here is a third party research piece dating back to 2007 that can be used with clients to show we have been using strategies for 20 years like this. I have a special training that will post on Friday that compares the performance of an Income Annuity to 60/40 Portfolio and the winner for total value since then. Comment below "History" if you would like that training video.
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1.oak Collective
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Coaching and Mentoring to build your business voice in financial services and become a trusted professional. Be 1oak! Join the Cohort.
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