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.

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.

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.