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11 contributions to 1.oak Collective
It’s TODAY!!
Join us for today’s Sales Coaching Call featuring special guest Lisa Mohammed! Get ready for a great conversation packed with sales insights, business strategies, and actionable takeaways you can put to work right away. 🚀 ⏰ 12:00 PM EST 📅 Zoom link is available in the Calendar section See you there! 🙌
It’s TODAY!!
1 like • 7h
Excited for this!
Nashville is calling… and we have something exciting to share 👀
Join Mike and Erika live on LinkedIn tomorrow as they reveal more about a special live experience happening in Nashville this October. This is your chance to hear directly from them, get an early preview of what’s being planned, and learn how you can be part of it. 📅 Friday, September 18 🕒 3:00–4:00 PM ET 🎙️ Live on LinkedIn Set a reminder, bring your questions, and join us here: 👉 https://lnkd.in/p/e8px8fHQ
Nashville is calling… and we have something exciting to share 👀
0 likes • 12d
https://lnkd.in/p/e8px8fHQ I think this is the link but it's not letting me in :(
0 likes • 12d
https://www.linkedin.com/events/sprinttosuccess7505976614917386240/theater/ I clicked to get in and it resolves to this link which says the event will start soon... either way, I know it's going to be awesome and I hope there is a recording!!
Mike in his happy place!
@Mike Milligan Thanks for a great coaching call this morning! Your input in invaluable and completely relevant to every conversation we are having with our clients & prospects on a daily basis. As somebody who's been doing this 26 years you are a breath of fresh air and we appreciate you so much! Can't wait to read (and gift) The Retirement Handbook; my copy arrived yesterday!
Mike in his happy place!
The Retirement Handshake
I released my third book, "The Retirement Handshake" on Amazon over the weekend. It is a history lesson on taxes and retirement and the steps to take with the partnership agreement you signed when you deposited money within a 401(k) to reduce taxes. We need to take back control and it begins with learning where we lost it. Two things are coming with this book: 1. If you purchase a copy and read it, I am hosting an Author Readback on the book on my birthday, September 28 where I go live to answer questions. That will be at 4pm Eastern. 2. If you purchase 25 copies of the book and send to your clients (just send me the sales receipt), you can also invite those clients to that reback to answer questions. You want to talk about a huge value add. I will do a schedule 30 minute Author Reback for you and them on an evening or Saturday in October. This would be about a $300 investment by you (purchase of the books and about $2/per book to package and mail). I'll give you the template that works on this in next week's Sales Coaching Call. What a value add for you and your prospects. You can borrow credibility. And, if 50% of the books you send show up to your 30 minute author readback, I will guarantee you get 5 appointments from that. The book retails for $14.99, but I have made it available on Amazon for $9.99 paperback through September 28. https://www.amazon.com/Retirement-Handshake-Minority-Partner-Changed/dp/B0HHYYXSNF
The Retirement Handshake
0 likes • 20d
How exciting @Mike Milligan ! This looks great!!! Quick question: Is this specifically for Roth conversions or can we gift this to anybody? Can’t wait to read it!
0 likes • 20d
@Mike Milligan Excellent. I actually used the word “inventory” and told that story for the first time on a call yesterday because of being on your sales call in the AM and it totally landed!. It makes so much sense and can act as a trigger for ppl to be proactive and make the necessary changes that will benefit them in years to come. Thx!!
🚨 LAST CHANCE: Sprint to Success starts TOMORROW
Hey Collective fam! 👋 This is it — doors close tonight. 🔥 Tomorrow, Mike Milligan is going live for one afternoon built around the ONE thing most advisors overlook: trust. Because the ultimate product we have to build is trust. 📅 Friday, August 14 ⏰ 1:00 PM – 5:00 PM ET 💻 Live via Zoom — link drops on the Skool Calendar In one afternoon, you’ll walk away with: ✅ A stronger professional identity ✅ Real visibility — a digital presence that says “I’m open for business” ✅ Deeper product knowledge ✅ A repeatable process ✅ Momentum + a clear 30-day plan to keep it going Who’s this for? ✅ New agents/advisors with a high ceiling — especially those working toward MDRT who need the trust factor before their next production stretch. 🚫 Not for advisors with 2+ years of $3M+ annuity production. This is the last time this will hit your feed. 👇 Comment “SPRINT” below or DM Mike Milligan or Ermelis (Customer Success) right now to lock in your spot before it’s gone. Let’s build. 🛠️
🚨 LAST CHANCE: Sprint to Success starts TOMORROW
1 like • Aug 14
Sprint
1-10 of 11
Christina Lawrence
2
15 points to level up
@christina-lawrence-3842
I’m Christina Lawrence, a Financial Advisor w/Encompass More Asset Mgt. Founder of MyFinancePowerUp, which helps empower financial decision-making.

Active 6h ago
Joined Jun 30, 2026
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