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1.oak Collective

59 members • Free

Personal Financial Planning

22 members • Free

23 contributions to 1.oak Collective
Sprint to Success Link
How do I sign up for your sprint to success please. Thanks so much. Christina I also have a colleague from my RIA that I'd like to invite if that is possible?? Her email is lgallo@encompassmore.com
0 likes • 1h
Hi Christina, thanks for your interest. We’ll be getting in touch with you tomorrow morning. 👌🏼
🚨 LAST CHANCE: Sprint to Success starts TOMORROW
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. 🛠️
🚨 LAST CHANCE: Sprint to Success starts TOMORROW
0 likes • 1h
@Roman Inochovsky we’ll be getting in touch tomorrow morning 🔥
0 likes • 1h
@Frank Baumgartner we’ll be getting in touch tomorrow morning 👌🏼
Have you watched this Ideas by Mike episode yet?
Erika Wasserman, “Your Financial Therapist,” joined @Mike Milligan for an episode on the emotional side of retirement and money scripts, and it’s one of the most impactful conversations we’ve had so far. She’ll be speaking with us live in September, so this is a great way to get to know her story and framework before the event. 🎧 Watch the episode here: Financial Therapy & Retirement: Your Life After the Paycheck Stops | Ideas by Mike™ If you’ve already seen it, what stood out to you most?
🚀 Sprint to Success is HERE - Friday, August 14
🔥 It's happening. One live, 4-hour virtual session with Mike Milligan built around the ONE thing most advisors overlook: trust. 📅 Friday, August 14 | 1:00 – 5:00 PM ET 💻 Live via Zoom — link drops on the Skool Calendar 💰 Investment: $995 — recordings included in the Classroom Ask yourself: ❓ Do you want to maximize your visibility? ❓ Do you want a digital presence that says you're open for business? ❓ Do you want to maximize your ROI on your lead spend? If you said yes to any of those, this is your starting point. Is this for you? ✅ Built for advisors working toward MDRT eligibility who need the trust factor before their next production stretch. 🚫 Not for advisors with 2+ years of $3M+ annuity production. You've already built what this session helps others build. This runs once a month, and August 14 is round one. 👇 Comment "SPRINT" below lock in your spot. Spots are limited — let's build.
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🚀 Sprint to Success is HERE - Friday, August 14
0 likes • 15d
@Janelle Pike oh yes 🙌🏼
1-10 of 23
Ermelis Ramirez
3
42 points to level up
@ermelis-ramirez-1699
Client Success Strategist

Active 1h ago
Joined Jan 20, 2026
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