Advisors get pitched all the time: a new campaign, a new system, a new way to fill seminars. It's fair to ask whether the person selling it has ever run a practice. I didn't want Motiv8 to be one more of those pitches, so we made one rule: nothing reaches our advisors until it has run in my own practice with real clients.
How a strategy earns its way to you
First we try it at The Terrio Group, the planning practice I've run in Port St. Lucie and Stuart since 2008. Then we fix what breaks, because something always does. Only then do we teach it, and you get the working version along with the training to run it. If we can't make it work ourselves, we don't recommend it.
That goes for marketing campaigns, seminar systems, follow-up sequences, and the technology underneath them. Autom8, the CRM we built for advisors, ran in my own office before any advisor used it.
What that looks like in prospecting
Take prospecting. What held up in our practice was a value-first approach. Prospects hear from you with market updates, educational pieces, and messages written for their situation instead of a pitch. Over time you become a resource, and the conversations about their finances start on their own. It takes more patience than a cold-call script, and it's the approach we kept.
Events work the same way. Most event leads never convert without structured follow-up, which is why we teach The 67% Advantage, our system for following up with the people who came to your event and recapturing the ones who went quiet.
Why it matters to you
When you use something we hand you, you're not the test case. Someone already ran it with real clients, hit the problems, and fixed them, which frees you to spend your time on your clients and your business instead of experimenting with your own book.
Results always depend on your market, your clients, and the work you put in, so nothing here is a guarantee. What I can tell you is that we won't hand you anything we haven't run ourselves. If that's the kind of support you want, book an intro call and let's talk about your practice.
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About the author
Mike Terrio
Founder of Motiv8 Advisors and founder and President of The Terrio Group, a financial planning practice operating since 2008. Investment Advisor Representative, Chartered Retirement Planning Counselor, and Accredited Asset Management Specialist.
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