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Owned by Mike

1.oak Collective

36 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
The Five High-Impact Plays
I rolled out a new live event called, "The Five High-Impact Plays: Unlock hidden value, create better client outcomes, and grow your book of business through disciplined reviews, clear messaging, and strategic action." I have attached one third party tool you can use with your audience here. When you read it, COMMENT below how this can help you in your practice.
1 like • 2d
@Scott Smith Research like this gets lost in the noise of our industry if we don't bring it to light. I have eight of these on the ready and video quotes from some of the biggest folks in the industry and clips that I share on zoom meetings with folks. I show folks how to do this in the Collective.
The 1.oak Collective
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 One of a Kind Financial Show Daily
My team at 1.oak Collective produces this ten minute financial daily show to help you get ahead every day. It can be found at https://www.youtube.com/@1.oakradio. Subscribe and listen daily for nuggets about the market, items to talk with clients and prospects about or share it in your network. Engage with a comment or a share. In two weeks, we have had over 20,000 views on the show or the shorts. Estoy Aprendiendo.
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
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Mike Milligan
3
7points 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 1h ago
Joined Aug 20, 2025
San Juan, PR and Virtually
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