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Welcome to 1. oak Collective--Changing Financial Services One Firm at a Time
1. oak Financial launched in 2025 as the next generation of "Ideas by Mike". Ideas by Mike, a dynamic financial planning and insurance agency, is a vision of Mike to create a unique next generation financial firm. I have added my lessons on the growth from Ideas by Mike to 1. oak Financial so you can see what is in front of you in the coming years. For those looking to be members of 1. oak Collective, watch the video below about what is included and comment "meet" below to schedule a time with our client success team and/or comment year you got in the business and one big goal for the next 12 weeks!
Welcome to 1. oak Collective--Changing Financial Services One Firm at a Time
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Community Rules
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.
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Why Financial Advisors Who Post on LinkedIn Are Eating Everyone Else's Lunch 🍽️
After @Mike Milligan weekly calls recently, I wanted to pull some more data to further drive home the point that not only in LinkedIn your digital business card it's the future of your business: 1. THE STAGE IS EMPTY — AND THAT'S YOUR EDGE Only 1% of LinkedIn's 1.3 billion members post content weekly. That 1% generates 9 billion impressions every single week. 99% of your competition is completely silent. If you're posting consistently, you're already winning before you say a word. 2. THE AUDIENCE IS ALREADY THERE - 62% of HNW individuals are on LinkedIn weekly - 50%+ of Americans with $100K+ portfolios are active on LinkedIn - 52% of advisors say being connected on LinkedIn makes it MORE likely they'll do business with someone - 23% of Gen Z won't even consider an advisor without a social media presence The people you want to reach are scrolling right now. The question is whether they're seeing YOU. 3. THE NUMBERS DON'T LIE - 86% of advisors who use social media gained new clients from it - Advisors with a content strategy generate 168% more leads/month and onboard 50% more clients/year - The most successful advisors post ~35x per month — roughly daily - Carousel posts get 596% more engagement than plain text - One advisor tracked $7,840 in new revenue per post Posting content is like running a referral engine 24/7 without picking up the phone. The data is clear. The tools are free. The audience is there. Sources - Broadridge 2024 Financial Advisor Marketing Trends Report → info.advisorstream.com - Putnam Investments: Social Media for Advisors Study → napa-net.org - Forbes: How to Generate $50K in Leads Weekly by Posting on LinkedIn → forbes.com - Buffer: 26 LinkedIn Statistics to Know for 2026 → buffer.com/resources
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WiFi Issues in St. Kitts
I am unstable with my WiFi in St. Kitts. I will post the recording for Week 8 this week and notify the Collective. In addition, would you like to hear about some of the insights from the Athene Top Producer Event--a collection of the Top 40 producers of Athene business in the industry who gathered together this week? I will record a 1.oak Collective Podcast episode on highlights from the week to post on Saturday for you to watch.
Week Five: Finding Your Voice is in the Classroom with Exercise
I have put the training video on finding your voice in the Classroom with exercises to do during your block time to Find Your Voice. Comment Below your takeaways!
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1.oak Collective
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Coaching and Mentoring to build your business voice in financial services and become a trusted professional. Be 1oak! Join the Cohort.
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