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?

Hey everyone! I’m Josef Mehall. I’m a 27 year old Wealth Advisor with 1.oak Financial, where I primarily work with federal employees and soon to be retirees on retirement income, tax planning, investment management, and building comprehensive financial plans designed for life after work. I’ve been working alongside Mike for a little over three years now, and I’m incredibly grateful for his mentorship and the opportunity to grow both personally and professionally. Looking back, it’s amazing to see how much my approach has evolved: from learning basic Federal Benefits in late 2023 to truly understanding the value of solving problems through education and coordinated planning. One of the most meaningful experiences early in my career was helping my own parents. Like many families, they had investments and a mostly absent advisor, but no real retirement strategy. Since then, we’ve updated their estate plan, implemented tax-reduction strategies, optimized their retirement accounts, built a more intentional retirement income plan, and brought everything together with a team of professionals. Seeing that transformation firsthand reinforced why I love this profession and why planning matters more than status quo. Outside of work, I’m a former collegiate hockey player, have lived in five different states, and I’m a huge car enthusiast. Born and raised in Michigan and now reside in Nashville, TN. If I’m not talking retirement planning, you’ll probably find me at the gym, kayaking, paddleboarding, staying active, or diving into something new about finance. I genuinely love learning, whether it’s finding better ways to serve clients, studying financial planning and investing, or picking up new skills that help me grow personally and professionally. I’m excited to continue learning from everyone here. There are decades of experience in this group, and I know I’ll pick up ideas that make me a better advisor. I'll continue to contribute by sharing what’s working for me, lessons I’ve learned along the way, and anything that helps move our profession forward.

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.

As this community grows and individuals take the One Pager Training, I'd like the community to share what AI Notetaker they are using and why. In the training, I give the recommendation on what I use. My solution may not be your solution. So what AI Notetaking tools are you using for meetings. Share below. And give specific details like the tool, the cost, how accurate you feel it is and maybe share a tool or two you used that did not work for you. Bonus: If you want more details on AI also, look for the 1.Collective Podcast Conversation with Matt Halloran. We will be due to update that conversation in the third quarter. If you could as a Chief Evangelist of one of the largest Financial Pro AI softwares a question, what would it be?

Thought I'd share a quick recap. Nothing groundbreaking, just trying to stack good days together of small wins. This week I: - Closed a long-term nurture from last year. My client recently turned 59½ and was finally ready to move out of the G Fund into a strategy that better aligns with his retirement income goals. A great reminder that patience, organized asset under influence tracking, and consistent follow-up pay off. - Helped replace an underperforming annuity with a solution that was a better fit for the client's current objectives. - Completed 8 strategy calls, ranging from helping a 40-year-old think through investing for the future to retirement-focused conversations with people looking for a more structured planning process. - Completed 6 planning meetings, including one client with about $100k spread across a TSP, life insurance, and inherited funds. We organized everything into a clear plan, and she's excited for her solution meeting next week. - Completed 6 solution meetings, opened 3 Roth IRAs, and advanced another G Fund conversation toward implementation that should wrap up early next week. - Had a great conversation with a prospective client preparing to sell a condo. We talked through how to intentionally position the proceeds before the sale so the money has a purpose instead of sitting idle while decisions are made later. - Worked with another client on tax-reduction strategies, helping them see how tax planning fits into the bigger retirement picture, not just the investment side. - Not every metric was a win: I also had 10 no-shows, along with the usual ghosting and "unsubscribe" messages. That's part of this business. You can't control who shows up, you can only control your preparation, your follow-up, and how consistently you keep showing up. One thing I've been intentional about lately is doing whatever the week requires. That meant a couple of late evenings preparing for meetings, reviewing recommendations, and getting applications submitted quickly. Clients may never see those hours, but they absolutely feel the difference when meetings are well prepared and follow-through is prompt.