We’re redefining the FMO experience, built by advisors for advisors. With innovative, battle-tested strategies, proven processes, personalized coaching, and cutting-edge products, we help you achieve exceptional results for your firm and your clients.
Introduction
About Motiv8 Advisors
Welcome to Motiv8 Advisors, where we’re flipping the script on your traditional Field Marketing Organization (FMO). Built for advisors by advisors, we’re here to shatter the status quo and propel you to achieve extraordinary results for your clients. Forget cookie-cutter solutions; we deliver cutting-edge products, proven processes, battle-tested strategies, and personalized coaching that will catapult your business to new heights.
Process
Our Processes
Our process is unlike anything your clients have experienced before. It elevates the entire advisory experience, fostering deeper connections and allowing you to focus on what truly matters—building relationships and making a lasting impact on their financial well-being. With Motiv8 by your side, you can pursue ambitious goals like expanding your team or opening new offices, all without the usual headaches and distractions.
our processes
8 Elements
Trust the 8 Elements for Your Growth
Our 8 Elements of Financial
Control deliver exceptional results
for advisors like you.
We teach a specific and effective process that enables advisors to connect with clients on a deeper level, create personalized plans tailored to individual needs, and identify multiple revenue sources, all within one streamlined approach.
One Strategic Process, Multiple Revenue Streams
Marketing
our marketing
Before we implement any marketing strategies with our advisors, we test them within our in-house financial firm. This way, we know the results and ensure your dollars aren’t wasted.
FMO Trust
Partner with an FMO you can trust
You don’t have to navigate the challenges of the financial services industry alone. Our team brings decades of hands-on experience running successful practices, and we’re here to share what works. From implementing proven growth strategies to handling back-office complexities, we provide the support you need to build a thriving practice. When you partner with Motiv8, you gain more than just an FMO – you join a community of successful advisors who understand your challenges and are invested in your success.
01
Proven Success
As a financial advisor, you work hard for the results you deserve, yet success can sometimes feel elusive. We understand—because we’ve been there. With our training, support, and products, you can grow your book of business and achieve the success you’re striving for.
02
Boost Your Revenue
At Motiv8 Advisors, we’ve walked the same path and have listened to the frustrations and struggles advisors face. Our firsthand experience allows us to provide tailored strategies that turn your challenges into opportunities—and opportunities into more revenue.
03
Strategic Consulting
By leveraging our 8 Elements of Financial Control, you’ll discover innovative methods to deliver exceptional value to your clients. This approach empowers you to establish yourself as a trusted advisor, providing insightful, strategic guidance that fosters enduring relationships and creates numerous revenue opportunities.
04
Less Sales Pressure
One of the toughest aspects of being an independent advisor is the constant pursuit of new sales.
Our proven systems and processes help ease that burden, ensuring that your pipeline stays full, and your focus remains on what matters most—your clients.
Personalized Marketing Plans
We create personalized marketing plans for our advisors to attract their ideal clients and achieve a strong return on investment (ROI).
Business Dev & Coaching
We empower advisors to succeed in their advisory roles and as business owners by closing the gap in essential business skills with proven strategies.
Specialized, Hands-On Support
We understand your challenges and offer seamless support with our back-office suite, handling insurance, annuities, paperwork, and processing.
Advisors
Reliable Solutions for Advisors
Reliable Revenue
When you have more to offer your clients, you'll be equipped to navigate any market challenge that comes your way.
Reliable Support
Whatever your practice needs, we’ve got you covered. From powerful marketing campaigns and materials to coaching, case design, and back-office support, we provide comprehensive assistance.
Reliable Planning
We will work closely with you to help chart a course for delivering greater value to your clients while ensuring more predictable revenue for your practice.