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The 1.oak Collective--The Judgement Free Learning Community for Financial Pros
Breakthrough. Amplify. Impact. Are you looking to take your business to the next level. Our core program, "The 12 Week Breakthrough", will make your business unrecognizable in three months. In July and August, we are doing three separate 12 Week Breakthrough Sprints (a four hour action packed event) completed live that will accelerate your production in the 3Q. Each sprint is available to 30 advisors only for $1,000 per session. You will also get access to the Friday Live results show which kickoff again on July 10. A one-hour live event that I share my results, you can share yours and we talk about one action from the 12 Week Breakthrough you should perfect. Also Amplify is currently open for 6 professionals. Amplify: How the Microphone Became the Most Powerful Tool in Financial Services is a Podcast Booking Service. You get one live Podcast Guest Spot with Mike Milligan and the Financial Spotlight Podcast. This also acts as a coaching session. Then our team books you on three podcasts or five podcasts--you pick the package. This will give you access to an audience and build authority in your practice. We do this...to make an Impact. Comment "Breakthrough" or "Amplify" below if you want more informatio on our Q3 offerings.
The 1.oak Collective--The Judgement Free Learning Community for Financial Pros
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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.
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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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End of the Week--What Worked, What Didn't
It's the end of the week folks. What Worked this week? What didn't? Did anyone use a One Pager? How did it go! In the last few hours of the work week, go get yourself a couple of wins before a summer weekend comes upon us: 1. Make a few more calls to get one more appointment next week. 2. Send Five emails out to people in your pipeline and tell them what you are working on or one thing you heard this week that can help them. The goal of the emails is to get a response in the next 48 hours. 3. Send 20 Connection requests on LinkedIn. Try this. Set a timer on your phone for five minutes for each task. Fifteen minutes total. Report your results in the comments.
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?
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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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