Advisor results
What changes when an advisor joins Motiv8, in their words
You won’t find made-up case studies here. Five advisors who work with us tell you in their own words what changed, and you’ll see the path every Motiv8 advisor follows.
The model
Before Motiv8, and what the model is built toward
My team and I wrote down what a practice looks like when it comes to us and what the Motiv8 model works toward. Flip between the two.
- Have
- Small staff. Disorganized. No process. Struggling to set appointments.
- Feel
- Frustrated. Abandoned. Uncertain. Overwhelmed.
- Average day
- Not enough appointments. Hours on work that does not produce revenue. Marketing that misses. A low closing ratio.
- Status
- Successfully failing
The model is what we build toward with every advisor. Where you land depends on your work, your market, and your clients. Results from Motiv8 programs are not guaranteed and vary.
In their words
Five advisors on working with Motiv8
These are the written testimonials published on motiv8advisors.com, carried exactly as published.
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 | GAPartnering with Motiv8 has transformed my business, helped me grow, given me confidence, and I’m really grateful to be part of this team. I thought I’d just be getting business coaching, product knowledge, and marketing, but what I found was a community. The culture at Motiv8 is so different; they sincerely care, they push you to grow, and they celebrate your wins. It’s “motivating” to be part of something like this.
Cathy H. | MNAfter 30 + years in this business, I thought I had seen it all. But working with Motiv8 has been eye-opening. They helped me take a step back and really look at my practice with fresh eyes. The systems, coaching, and guidance they provide aren’t just about bringing in more clients; they’re about running a business that actually works for you.
I’ve learned to delegate better, focus on what I do best, and feel confident that my firm is set up to succeed. And, it’s given me more peace of mind and balance with time to enjoy my family, my hobbies, and the work I love without feeling stretched too thin.
Kay S. | AdvisorBefore Motiv8, I was working hard but not seeing the growth I wanted. They gave me processes that made my business more efficient and showed me how to actually run it like a business. Now I have more clarity, more confidence, and I’m finally hitting the goals I’ve been chasing for years.
And honestly, what I appreciate most about Motiv8 is the support, the process, the culture, the people.
Owen | IDI work with Motiv8 Advisors & partnering with them has been a huge step forward for me, both professionally and personally.
Since joining Motiv8, one key change is consistent plans and results, like more, systems that are always getting better and approved upon as tech and the industry changes. One of the biggest shifts for me has been learning to think like an owner, not just an advisor
Motiv8 has genuinely made a difference for me.
Patrick | OKThese 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.
The path
How working with Motiv8 goes, step by step
Every advisor’s work with Motiv8 follows the same six steps. Nobody gets a box of materials and a good-luck email.
- 1
Personalized assessment of your current practice
We look at how your practice runs today: staff, revenue, process, marketing, and where it is stuck.
- 2
Custom roadmap based on your specific goals
A plan for your practice and your goals, not a template.
- 3
Implementation of the 8 Elements framework
The client process that opens more than one revenue stream goes into your practice.
- 4
Ongoing coaching and accountability support
Regular coaching, and someone who checks that the plan is being run.
- 5
Regular progress reviews and strategy refinement
We review what is working and adjust what is not.
- 6
Long-term partnership focused on continued growth
The relationship continues as the practice grows.
By the numbers
What advisors see after they implement the system.
The figures we publish for the advisors we work with, grouped the way we report them.
Our advisors report reclaiming evenings and weekends while increasing productivity during core business hours.
Results from Motiv8 Advisors marketing programs are not guaranteed and results may vary.
Questions
Questions about advisor results
- Not as named case studies. We publish written testimonials from advisors who work with us, in their own words, and the figures we report for our advisors. We don’t publish named case outcomes. One advisor’s experience does not predict another’s.
- Every advisor follows the same six steps: a personalized assessment of your current practice, a custom roadmap based on your goals, implementation of the 8 Elements framework, ongoing coaching and accountability, regular progress reviews and strategy refinement, and a long-term partnership focused on continued growth.
- Yes. They are written testimonials from five advisors who work with Motiv8 Advisors, published on motiv8advisors.com and carried here word for word. Each is attributed the way the firm published it: first name and either a state or the word Advisor. A disclosure runs under them, and results vary.
Next step
Your practice, step one.
The path starts with an assessment of where your practice is today. Book a call and we will start there.
- Coaching
- Marketing
- Back office
- Case design
- Compliance support
- Product access
- Technology
- Training
- Events
