Mike MilliganFounder and CEO, 1.oak Financial · Founder and CEO, 1.oak Financial

Marketing for Experts: My Secret to 30+ Passive Revenue Streams

14 May 2026 · 1 min

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In this excerpt from his YouTube video, certified financial planner Mike Milligan explains how he leverages his 22‑year CFP background to create passive income by partnering with other CFPs who lack marketing expertise. He offers to handle their marketing in exchange for roughly 30% of the client revenue, and also structures deals as finder's fees or recurring revenue streams. Milligan notes that he is currently involved in about 30 joint‑venture projects, each built around a specialist’s expertise while he provides the marketing engine, allowing him to earn ongoing passive income without direct investment in the underlying services.

Chapters

I mean, I am a certified financial planner. I've been a certified financial planner for 22 years, but there's teams of certified financial planners that don't know marketing and are willing to like give me 30% of the overall revenue of a client just for me to provide the marketing services for them. And, uh, so, uh, then there's other, there's other ways that happens too, right? I mean, we, I think in total we probably have about 30 joint venture projects. That we're, uh, that we're finding, uh, solutions for people where somebody has the expertise to fully invest with that person where I don't, but we're still fine getting a finder's fee or some kind of recurring revenue stream off of it.