Built by advisors, for advisors
For independent financial advisors and agents
You built the book. Now build the business.
I’m Mike Terrio, and I’ve run my own planning practice since 2008. Every strategy, campaign, and system we hand you at Motiv8 ran with my own clients first, and the coaching comes from someone who still sits across the table from clients.
- Founded by Mike Terrio
- Tested in a working practice
- Advisors across the country
- Coaching
- Marketing
- Back office
- Case design
- Compliance support
- Product access
- Technology
- Training
- Events
Find your next level
Wherever you are today, there’s a next level
I’ve coached brand-new advisors wondering where the next appointment would come from, and established advisors producing plenty who still felt stuck. Pick the one that sounds most like you.
Producing, but stretched thin
You have an office, a small team, and real production, but there’s no process behind it and no marketing plan. You work harder every year to stay in the same place.
Where we’d start
The process and the marketing plan, so the work you already do has a system behind it.
Sound familiar?
You can win the sales trophy and still be successfully failing
Maybe you’ve outsold everyone in the room and have the plaques on the wall to prove it. But you don’t know your numbers, too much of your week goes to work that doesn’t pay, and you can’t say why the business isn’t making more money. We’ve been there too, and it’s why Motiv8 exists.
Successfully failing
- A small staff and no real process behind the work
- Not enough appointments, and a closing ratio that stings
- Hours spent on work that doesn’t bring in revenue
- Marketing that misses the people you want to reach
- Frustrated, uncertain, and overwhelmed most weeks
Confident, profitable business owner
- An organized, efficient practice with a strong team
- A client experience people remember
- Marketing with a strategy behind it
- More than one stream of revenue
- Capable, confident, and proud of what you’ve built
This is what we build toward with every advisor. Where you land depends on your work, your market, and your clients. Results from Motiv8 Advisors programs are not guaranteed and may vary.
What you get
Everything your practice needs, under one roof
Product access is the basic FMO offering. We start there and keep going, because you need a business behind the sale, with coaching, marketing, a back office, and the technology to run it.
I coach you on the business side of the practice: running your team, knowing your numbers, and planning your growth, so you succeed as an owner as well as an advisor.
See every serviceCampaigns, seminar systems, social media, and follow-up sequences that we ran with our own clients before offering them to you, so you aren’t paying to test someone else’s idea.
Explore the marketing hubOur team handles product submissions, case management, underwriting, paperwork, and processing, and helps you design the case before it goes in front of your client.
See every serviceAccess to life insurance, annuity, and long-term care products, with help staying within state and federal rules wherever you practice. Investment solutions run through Motiv8 Investments.
See every serviceProduct training, sales strategy, and updates on industry news, product changes, and new regulations, plus the Motiv8 U training portal.
See the programsAutom8 is the CRM we built for our own advisors, and we book our own calls on it. It comes with automation, electronic applications, DocuSign, and your own advisor portal.
See how Autom8 works
Motiv8 events
Get in the room
Some of the best ideas in this business come out of a room full of advisors who want the same things you do. We bring advisors together for educational dinners, hands-on training, and webinars, and our door is always open if you want to come down to Port St. Lucie and train with our team.
Educational dinners
Dinner events for advisors, held in Tampa and Jacksonville.
In-person training
Working sessions on running your practice as a business, like the one we held in Palm Beach Gardens.
Webinars
Join from wherever you practice.
Train with our team
Come to our office in Port St. Lucie and work alongside us.
Coaching with Mike
Want me in your corner?
Some advisors want more than a playbook. They want someone who has done the work to look at their practice, tell them the truth about it, and hold them to the plan. That’s the Terrio Method, my coaching program for advisors at every stage. It’s open by application, because it works best when we’re both ready to do the work.
You’re a fit if
- You’re done waiting for the business to grow on its own
- You’ll take honest feedback and act on it
- You want a plan, and someone who checks that you’re running it
The process
The process I use with every one of my own clients
The 8 Elements of Financial Control is how I make sure nothing gets missed for a client at my own practice, in a set order from income to taxes. When you learn it, you stop selling one product at a time and start looking at a client’s whole financial life, which is better for your clients and opens more than one revenue stream for your practice.
01
Income Optimizer
Start with income. Where it comes from, how it is taxed, and how much of it the client can count on. This is the foundation the rest of the plan is built on.
- Annuities
- Life insurance
- Investments through Motiv8 Investments
- Disability and long-term care
- Estate planning
Why I built Motiv8
I’m an advisor first, just like you
My dad died when he was 53, and there was no one there to help my mom. After that I made myself a promise that I would never be impressed or depressed by money, and that I would spend my career making sure the people in front of me had someone in their corner. In 2008, right in the middle of the recession, I opened The Terrio Group, and I still run it today in Port St. Lucie and Stuart.
Motiv8 grew out of that practice. Every campaign, seminar system, and follow-up sequence we teach ran with my own clients first, and anything that didn’t work never made it to you. I also speak for the armed forces at Yellow Ribbon events across the country, helping service members who are deploying or coming home understand the benefits they’ve earned.
Mike Terrio, Founder, Motiv8 Advisors
- Investment Advisor Representative
- Chartered Retirement Planning Counselor
- Accredited Asset Management Specialist
- Yellow Ribbon speaker for the armed forces
Hear from me, from our team, and from advisors who work with us about building a practice with Motiv8.
In their words
Advisors say it better than I can
Before Motiv8, I was running a firm but always felt stuck. Now, I’ve got systems that work, clients I enjoy serving, and a clear path forward.
Partnering with Motiv8 has transformed my business. With their structure and coaching, I finally feel confident as a true business owner. I’m attracting better clients, working more efficiently, and building a practice I’m proud of. Partnering with them has been a true turning point in my career and my life.
Stephen | GA
Testimonial 1 of 5
These testimonials are from advisors who work with Motiv8 Advisors and describe their own experience. One advisor’s experience does not predict another’s. Results from Motiv8 Advisors programs are not guaranteed and vary.
of advisors grew their financial books
The advisors we work with.
Results from Motiv8 Advisors marketing programs are not guaranteed and results may vary.
FAQ
Questions advisors ask first
- We’re a Field Marketing Organization (FMO) for independent financial advisors and agents, and I founded it as a working advisor. We give you access to life insurance, annuity, and long-term care products, plus coaching, marketing, back-office support, compliance help, and technology. Every strategy we teach is tested in my own financial planning practice first.
- Independent financial advisors and insurance agents at every point in their career, from the first year to a practice that runs without them. What matters more than your numbers is that you want to run your practice like a business. If that’s you, there’s a place for you here.
- Investment and securities work for our advisors runs through a separate firm, Motiv8 Investments, an SEC-registered investment adviser. Motiv8 Advisors is the insurance side: annuities, life insurance, and long-term care. If you hold both an insurance license and a Series 65, you can work with both firms.
- No. You stay independent and keep your autonomy. You call on us for products, coaching, marketing, and back-office support. Investment advisory services for your clients run through Motiv8 Investments, an SEC-registered investment adviser, and you remain responsible to your own broker-dealer, registered investment adviser, and carriers.
- Yes. We’re based in Port St. Lucie, Florida, and we work with advisors across the country. Part of our support is helping you stay within state and federal regulations wherever you practice. The published testimonials come from advisors in Georgia, Minnesota, Idaho, and Oklahoma.
- We don’t publish contracting terms on this site, so ask us on the intro call. Site content is offered to producers contracted with Motiv8 Advisors without additional charge, and our programs are available to agents who are contracted with us.
Your next step
You didn’t build a practice to feel stuck in it
Tell us where you are and where you want to go. We’ll look at your practice with you and show you which parts of Motiv8 fit, and if we aren’t the right fit, we’ll tell you that too. Phones answered 9 to 5. Or email info@motiv8advisors.com.
- Coaching
- Marketing
- Back office
- Case design
- Compliance support
- Product access
- Technology
- Training
- Events
