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1.oak Collective

52 members • Free

3 contributions to 1.oak Collective
One Page Training is Live in the Classroom
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 ermelis@1oaksupport.com 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?
0 likes • 14d
Thank you @Mike Milligan
Community Discussion:
What’s one thing you’ve taken away from the 1.oak Collective Podcast that really spoke to you? 💭
3 likes • 25d
I love what you’re doing @Mike Milligan with financial education and how you’re helping not only clients and prospects, but also financial professionals grow, develop, and succeed in their careers.
Personal Financial Planning Course: Bonus for Financial Pros
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.
1 like • 25d
Thank you Mike. Awesome training!
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Andrea Le
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@andrea-le-1811
Andrea Le PharmD.

Active 5d ago
Joined Mar 2, 2026
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