This community is for full-time or aspiring financial professionals actively involved as Financial Advisors, Insurance Agents and/or Registered Representatives who need mentors, guidance and support; being a soloprenuer or small business owner is hard. It is for educational and scaling purposes only. 1. No Soliciting or Recruiting Allowed in the Community 2. Any post quotes or products must come with an illustration or product brochure. Share facts; not opinion. 3. Growth mindset required. 4. We live in the open on this page. 5. 1.oak Collective podcast is where we talk marketing programs, coaching programs, enhancements to your business or other keys to growth. If you want to be featured on that podcast, message administrator. 6. Please share articles, publications or other information in posts to enhance the industry and help others. 7. Introduce yourself. I believe you are one of a kind and I want to promote this industry.

In response to another conversation from the 1.oak Collective Podcast, I did a little research on the Advisor Gap that exists with Millionaires. My Hot Take is that the is a "Silent Millionaire Society" also. These are folks like from the book "Millionaire Next Door" have money invested in their primary home through equity, a 401(k) that has grown unmonitored and some inheritance money they didn't want people to know about. They will begin revealing themselves over the next ten years because of RMDs; something else they never knew existed. It is time folks to push into education. You have to talk the language with confidence, reveal problems and show you can solve those problems. Comment your thoughts on the white paper below after reading it.

I authored this White Paper in response to a conversation I had with one of our 1.oak Collective podcast guests. Take a look at the concentrated positions in historical perspective of the top ten stocks as a percentage of the S&P 500. Read it and let's start a conversation.

Mixed with so holiday joy, I break down what it takes to build a successful Financial Services business. For those who want the detailed version of the 12 pillars to a successful Financial Professional Business, drop me a note. This will be be available in the classroom soon, but you will be the first to get access.

Well, that is a strong list...and can't believe I made it onto it. How did I do it? --I showed up --I learn from failure --I push through boundaries --I am not afraid to ask for an audience --I am lucky Welcome to 1.oak Collective.