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

Today on the Mid-Week Call, we talked about generations. We talked about how your license can serve these generations. If you want the recording to rewatch or watch for the first time, comment "Please" below. And, here is the one pager from our meeting today.

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. 🛠️

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?

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!