Ideas by Mike™

This is Our Team (Ep. 2)

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Have you ever wondered what makes a financial planning firm truly dynamic and impactful?

In this week’s episode, Mike Milligan, CFP® dives into the heart of Ideas by Mike by showcasing his valued team. 

Tune in and get the inside scoop with unique insights into the firm’s mission, values, and the innovative approach they bring to the financial planning industry. 

Whether it’s about making an impact on the community or creating personalized financial strategies, this conversation unveils the essence of what makes Ideas by Mike stand out.

Mike and his team discuss: 

  • How Mike began his career in financial planning
  • Reasons Mike built the diverse and dynamic team behind Ideas by Mike 
  • The pivotal role of inclusivity and representation of women and younger generations in financial planning
  • The mission of Ideas by Mike  and some of the charitable efforts they have made
  • And more!

    • Resources:

    • Ideas by Mike  – About The Team

      • Connect with Mike Milligan, CFP®:

      • Ideas by Mike 
      • LinkedIn: Mike Milligan, CFP®
      • Facebook: Ideas by Mike 
      • Instagram: @ideasbymike
      • YouTube: Ideas by Mike 
      • [email protected]
        • ...more
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        Ideas by Mike™By Mike Milligan, CFP®