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1.oak Collective

55 members • Free

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4 contributions to 1.oak Collective
One Page Training is Live in the Classroom
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?
0 likes • 16d
Yes please!
0 likes • 4d
@Mike Milligan I didn’t see any info on the one- pager from last Tuesday.. did you happen to send that out and I missed it? Thx!!
One Pager Training Coming This Week
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!
0 likes • 16d
Yes please!
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.
0 likes • 16d
@Mike Milligan Your course is incredibly comprehensive, and we so appreciate you sharing it with us. Thank you!
1-4 of 4
Christina Lawrence
1
5 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 2h ago
Joined Jun 30, 2026
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