I have completed the training on the One Pager in the Classroom. We will be offering this as part of the "The 21 Step Process from Lead to Super Fan™," a core training in "The 12 Week Breakthrough™ to agents as they come into the community. For current members of the 1.oak Collective, this training will be available for $49 (representing the number of years I have been alive but the price will go up on my Birthday--follow the countdown on LinkedIn); a ridiculous discount to quality and value it can provide. And, if you close a case in the next 60 days using the One Pager, email [email protected] and we give you the "prompt sheet for better results" PDF. And, I will hold a one time meeting on building One Pagers on Tuesday, July 28 at 7pm Eastern time. Do you want those details?

As this community grows and individuals take the One Pager Training, I'd like the community to share what AI Notetaker they are using and why. In the training, I give the recommendation on what I use. My solution may not be your solution. So what AI Notetaking tools are you using for meetings. Share below. And give specific details like the tool, the cost, how accurate you feel it is and maybe share a tool or two you used that did not work for you. Bonus: If you want more details on AI also, look for the 1.Collective Podcast Conversation with Matt Halloran. We will be due to update that conversation in the third quarter. If you could as a Chief Evangelist of one of the largest Financial Pro AI softwares a question, what would it be?

Thought I'd share a quick recap. Nothing groundbreaking, just trying to stack good days together of small wins. This week I: - Closed a long-term nurture from last year. My client recently turned 59½ and was finally ready to move out of the G Fund into a strategy that better aligns with his retirement income goals. A great reminder that patience, organized asset under influence tracking, and consistent follow-up pay off. - Helped replace an underperforming annuity with a solution that was a better fit for the client's current objectives. - Completed 8 strategy calls, ranging from helping a 40-year-old think through investing for the future to retirement-focused conversations with people looking for a more structured planning process. - Completed 6 planning meetings, including one client with about $100k spread across a TSP, life insurance, and inherited funds. We organized everything into a clear plan, and she's excited for her solution meeting next week. - Completed 6 solution meetings, opened 3 Roth IRAs, and advanced another G Fund conversation toward implementation that should wrap up early next week. - Had a great conversation with a prospective client preparing to sell a condo. We talked through how to intentionally position the proceeds before the sale so the money has a purpose instead of sitting idle while decisions are made later. - Worked with another client on tax-reduction strategies, helping them see how tax planning fits into the bigger retirement picture, not just the investment side. - Not every metric was a win: I also had 10 no-shows, along with the usual ghosting and "unsubscribe" messages. That's part of this business. You can't control who shows up, you can only control your preparation, your follow-up, and how consistently you keep showing up. One thing I've been intentional about lately is doing whatever the week requires. That meant a couple of late evenings preparing for meetings, reviewing recommendations, and getting applications submitted quickly. Clients may never see those hours, but they absolutely feel the difference when meetings are well prepared and follow-through is prompt.

If you did not see this, there is a great webinar on Thursday about the 60/40 portfolio (a one-size-fits-all approach). https://event.on24.com/wcc/r/5355002/3C912FC54CC39A6D07F200834ED11355?utm_medium=email&utm_source=sfmc&utm_campaign=webinar_2026_july&utm_content=60_40&sfmc_id=124962893&utm_id=wbnrs

I'm new to the annuity and IUL industry. My first few years were focused on Medicare. I did that primarially during AEP. I'm really excited about my new journet into financial planning. I can use all of the coaching you can offer me. I was a stockbroker in the '90's with PaineWebber. Was in the oil & gas business as a geologist in various partnerships. I'm hungry to learn!!