Building a One-of-a-Kind Advisory Firm That Can Scale with Mike Milligan, CFP® (Ep. 105)
Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or a single approach.
What happens when you intentionally step away from one-size-fits-all thinking and design a firm around individuality, adaptability, and long-term vision?
In this episode, Jeremy Houser welcomes back Mike Milligan, CFP®, Founder of 1.oak Financial, to talk about his firm’s rebrand and the thinking behind it. He shares why scalability required a shift away from personality-driven branding, how client-centered planning became the foundation, and what advisors need to rethink as they prepare for the future of the industry.
Key takeaways:
- Why personal brands can limit growth when a firm is designed to scale beyond one individual
- How one-size-fits-all planning models often overlook client stories and individual goals
- The role listening plays in converting prospects into long-term clients
- Why creativity and partnerships matter more than repeating old solutions
- Some tips on how to run a virtual practice across the country
- How advisors can plug into training platforms to grow faster
- And more!
Resources:
Connect with Mike Milligan:
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
About Our Guest:
Mike Milligan is the founder of 1.oak Financial. Mike’s interest in business and money started early. At age 11, he helped his grandmother count her cash each day after work, acting as her informal “CFO” since she did not use a bank. Watching her build a small collard sandwich business later in life shaped his entrepreneurial mindset and respect for purpose-driven work.
That experience influenced Mike’s approach to financial planning, learning to value every dollar and connect money to intention. Over more than 25 years in financial services, he has worked with individuals, advisors, banks, and independent firms, gaining perspective before founding his own firm nearly a decade ago.
A lifelong learner, Mike holds his CFP® certification and is licensed in life and health insurance. His professional focus is building a client-first financial planning firm rooted in purpose and thoughtful decision-making. Outside of work, he values family life as a husband, father, grandfather, and proud dog owner.
Disclosure #: 5098837 – 0126
Podcast: Play in new window | Download | Embed