About Motiv8 Advisors
An FMO founded by an advisor who still runs a practice.
Plenty of firms sell to advisors. Motiv8 is run by one, and I founded it so independent advisors could use the systems and processes I built in my own practice, with the coaching to make them work.
A message from the founder
Why I started Motiv8
I started Motiv8 Advisors so independent financial professionals could share in the kind of success I have had with my own clients and my own team. My job as an advisor has always been to make a real difference in my clients’ lives. Along the way I developed systems and processes that widened the services we could offer and opened new revenue opportunities for our advisors. That is what Motiv8 hands you.
We are always looking for talented advisors who want to help build a more rewarding model of service for this industry. If you think you might be a fit, reach out. Let’s talk.
Mike Terrio, Founder, Motiv8 Advisors
Motiv8 THE DIFFERENCE, a video from Mike Terrio on YouTube.
Founder
Mike Terrio
In 2008, right in the middle of the recession, I opened The Terrio Group, a financial planning practice with offices in Port St. Lucie and Stuart, Florida, built around the 8 Elements of Financial Control. That practice is where everything Motiv8 teaches gets tested first, so the strategies, the marketing, and the systems run with my own clients before they reach yours.
Founder of Motiv8 Advisors. Founder and President of The Terrio Group.
I’m an Investment Advisor Representative, a Chartered Retirement Planning Counselor, and an Accredited Asset Management Specialist. I’ve been the keynote speaker at educational events, I’ve been quoted in The Wall Street Journal, Fox Business, and Daily Finance, and I’ve appeared on local TV on WFLX FOX 29, WPEC CBS 12, WPBF 25, and WPTV News Channel 5.
- Investment Advisor Representative
- Chartered Retirement Planning Counselor
- Accredited Asset Management Specialist
The Wall Street Journal · Fox Business · Daily Finance
WFLX FOX 29 · WPEC CBS 12 · WPBF 25 · WPTV News Channel 5
By the numbers
90% of advisors grew their financial books.
The figures we publish.
Results from Motiv8 Advisors marketing programs are not guaranteed and results may vary.
What we believe
Advisors should own a business, not chase a quota.
Too many advisors are stuck in a sales seat, measured by production and rewarded with trophies, while the business underneath makes no money. I built Motiv8 to change that. We teach advisors to know their numbers, build a process clients notice, add revenue streams through the 8 Elements, and put a team and technology around them so the practice can grow.
- We teach you to know your numbers and run the practice as a profitable business.
- The 8 Elements of Financial Control gives advisors one conversation that surfaces annuity, life insurance, long-term care, estate, and investment needs. Investments run through Motiv8 Investments.
- Every campaign and seminar system we offer ran in our own practice before it was offered to an advisor.
- You call on us for the support you need and keep your autonomy and independence.
More than an FMO
Growth in your business, and in the life you built it for
More than an FMO
We’re a group of people who have built practices ourselves, so what we teach comes from what worked with real clients in our own office.
Advisors teaching advisors
Our team runs a financial planning practice every day, and that’s where our advice comes from. We deal with the same problems you do, in our own office.
Life on your terms
Building a profitable practice shouldn’t cost you your evenings and weekends. We help you get the business running well enough that you have time for your family and the things you care about.
Partners in your success
Whether it’s a better workflow, one-on-one coaching, or a marketing plan, we’re in it with you for the long run, because our success depends on yours.
Home base
Port St. Lucie, Florida. Advisors everywhere.
We work with advisors across the country and help them stay within the regulations of each state they practice in.
542 NW University Blvd, B102, Port Saint Lucie, FL 34986
Phones answered 9 to 5
The team
The people behind Motiv8
I lead Motiv8 Advisors, and Cassie Ottofaro runs our operations. Around us is the team that handles your marketing, your compliance questions, and the back office, and you’ll get to know them once you’re working with us.
Mike Terrio
Founder
Cassie Ottofaro
Director of Operations
Questions
Questions about me and Motiv8
- I did. I’m Mike Terrio, and I’m also the founder and President of The Terrio Group, a financial planning practice in Port St. Lucie and Stuart, Florida, operating since 2008. Everything Motiv8 teaches is tested in that practice before it reaches you.
- They are separate firms in the same family. Motiv8 Advisors is the insurance-side FMO: annuities, life insurance, long-term care, coaching, marketing, and back office. Motiv8 Investments is an SEC-registered investment adviser that provides portfolio models and investment support to advisors. Investment advisory services run through Motiv8 Investments.
- I’m an Investment Advisor Representative, a Chartered Retirement Planning Counselor, and an Accredited Asset Management Specialist. I’ve been quoted in The Wall Street Journal, Fox Business, and Daily Finance, I’ve appeared on local TV, and I speak nationally at Yellow Ribbon events for service members.
- We’re at 542 NW University Blvd, B102, Port Saint Lucie, FL 34986. Phones are answered 9 to 5 at 877-766-8488, and you can reach the team at info@motiv8advisors.com. We work with advisors across the country as well as here in Florida.
Next step
Think you might be a fit for Motiv8?
Book an intro call. Tell us about your practice, and we’ll tell you honestly whether Motiv8 fits.
- Coaching
- Marketing
- Back office
- Case design
- Compliance support
- Product access
- Technology
- Training
- Events
