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Owned by Mike

1.oak Collective

28 members • Free

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.

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17 contributions to 1.oak Collective
Scoreboard Show Today
I am in Nashville at an event so today’s Scoreboard Show is cancelled. Look for a video later with results and takeaways. See you on Sales Coaching next week.
2
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Oceanview Life
3 year FIA with great first year FIXED rate. This is a great solution for: --CD's maturing --Money that is not needed except in absolute life emergency --Money needed later And, 6.75% fixed will not last forever. https://vimeo.com/1170779136/05f9b3e427
Oceanview Life
12 Week Program Starting March 2
We will have a recorded session today at 1pm Eastern on how to focus over 12 weeks to drive more business. If you want to know more about the Collective, schedule a time with me. The Zoom Room is in the Calendar at the Top.
12 Week Program Starting March 2
Social Media Webinar from Athene on February 19
Big companies that have huge presence on social media are great to learn from. Athene is hosting a webinar to discuss this. Register to learn from a company that spends millions on ad spend... https://event.on24.com/wcc/r/5138343/41DB70E0C2C562EBA6E9D8FE5902FFE1?utm_medium=email&utm_source=sfmc&utm_campaign=webinar_2026_february&utm_content=social_201&sfmc_id=124962893&utm_id=wbnrs
1 like • Feb 24
I was on a call with @Ermelis Ramirez today. She mentioned that this Athene webinar talked about having a social media buddy or tribe. Then your buddy and/or tribe can like, comment, share and repost your content for further reach. Great point @Ermelis Ramirez
ROTH In Plan Conversion Booklet
This is just to inform you of a booklet that was recently sent out to Federal Employees/Retirees explaining how to do a ROTH In Plan Conversion.
1 like • Jan 29
@Josef Mehall You may want to put this out on LinkedIn to your target market. We will talk about target market niches on weekly LI call in February to all!
1 like • Jan 29
Thanks @Terri Gonzalez
1-10 of 17
Mike Milligan
3
16points 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 7h ago
Joined Aug 20, 2025
San Juan, PR and Virtually
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