How He Built an 8-Figure Business Coaching Financial Advisors w/ Mike Milligan episode artwork

EPISODE · Jan 21, 2026 · 30 MIN

How He Built an 8-Figure Business Coaching Financial Advisors w/ Mike Milligan

from Profit Your Knowledge · host James Allen

Mike Milligan is the Founder of 1.oak Financial, a virtual financial planning firm that prioritizes each client’s individuality. He built the firm to combat the “Paralysis Penalty,” a pattern of one-size-fits-all financial advice that leaves people unprepared for Wall Street, insurance, and markets. Mike brings 30 years of experience, a specialized industry degree, and insights from big banks and insurance firms to deliver personalized strategies that protect and grow wealth. A Certified Financial Planner, adjunct professor at Old Dominion University, podcast host, and author of two books, he has earned national recognition on CNBC, Fox, ABC, and NBC, along with awards in finance and sports coaching. Mike continues to expand 1.oak Financial toward B Corp certification and Inc. 5000 recognition while living in San Juan, Puerto Rico, with his family. Visit Mikes Website: https://www.mikemilligan.com/ Visit 1oak Financials Website: https://1oakfinancial.com/ 👇 Helpful Resources 👇Earn your first $2,000/mo from digital products: ⁠https://www.profityourknowledge.com/masterclass⁠  Get a Kajabi 30 day free trial + a course + private coaching: ⁠https://www.profityourknowledge.com/kajabi⁠50 Done-For-You Viral Content Ideas: ⁠https://www.profityourknowledge.com/titles⁠The ONE Social Media Post That Makes Me $10k-$20k a Month: ⁠https://www.profityourknowledge.com/post⁠Work With Me 1-1: ⁠https://www.profityourknowledge.com/apply⁠ 

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How He Built an 8-Figure Business Coaching Financial Advisors w/ Mike Milligan

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