Activity
Mon
Wed
Fri
Sun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
What is this?
Less
More

Owned by Tarea

1Life Financial

28 members • Free

Faith-driven financial leaders helping families, building agencies, earning residual income & creating impact with purpose.

Memberships

Family iD

797 members • Free

Stratlend Wealth Academy

13 members • Free

Skoolers

184.7k members • Free

46 contributions to 1Life Financial
5/26 Daily Action Challenge
Start 5 conversations with people you haven't already done an initial presentation for. You get PAID here to START and CONTINUE conversations. And there are so many conversations you can start! Become a pro at being curious and asking questions. BEST way is to actually have a live conversation (in person or phone). But also leverage social media and texting Some great conversations starters: Opening, hey, can I ask you question? You keeping your income options open at all? You know anyone looking for part-time work right now? Who handles your life insurance outside of work? Do you have a Roth IRA already set up? Have you ever heard of the Rule of 72? You know anyone with kids who may want to save for their college? And get creative! you gotta get really good talking to people to succeed in this business. Who cares where the conversation goes, just start them and then we can teach you how to follow up!
0
0
5/25 Daily Action Challenge
Upload all your phone contacts into your POL app. You have a CRM (client relationship manager) built into the app that’s included with your $25 monthly. On your phone go to POL app, go to tools, then contact manager, then top right burger bar and then import contacts. Do 20 at a time so you can qualify them and in case the import glitches you don’t lose your progress. This is a very helpful way to follow up and stay organized with all your contacts!!!
Poll
1 member has voted
Honoring you on Memorial Day 🙏
Happy Memorial Day! We have an opportunity to have have freedoms that very few in the world have because of the incredible sacrifice and bravery of those who protect our country and have even sacrificed their lives for our freedoms. Thank you to all who have served our country. Today we honor you and are praying for all of you who’ve lost friends and family 🙏.
0 likes • 2d
Thank you Shon! Thank you Nicky! Thank you Edward! And anyone else I've forgotten please drop in the chat so we can honor your service as well!
5/24 Daily Action Challenge
Watch this training and take notes. We have a 5 year game plan - with a proven track record - for someone to start and get to $500k income in 5 years. Study and learn the business that you are a part of - its a math formula - you can’t beat the #s and the #s can’t beat you.
Poll
Cast your vote
0
0
5/24 Daily Action Challenge
1-10 of 46
Tarea Doty
3
12points to level up
@tarea-doty-3709
Financial Advisor 25 years experience $30 Mill AUM 14 brokerages in 9 states

Active 4h ago
Joined Feb 15, 2026
Powered by