Retire and Shine Educational Workshops
A seminar system for retirement planning, built to increase your visibility and position you as a retirement planning expert in your market.
Marketing
Marketing we tested on ourselves before we handed it to you.
Before any campaign reaches you, I run it in my own practice with real prospects and clients. What works becomes a program you can use. Pick one of the four pillars below, or go straight to the named programs.
Pick a pillarThe rule
If it didn’t work for us, it isn’t on this page.
We’re an FMO that also runs a planning practice. We try every campaign, seminar system, and follow-up sequence with our own prospects and clients first. What works becomes a program, and what doesn’t, we drop before it ever reaches you.
- 1
Run it in our practice
- 2
Keep what worked
- 3
Hand it to advisors with training
The four pillars
Pick the one that’s holding you back.
Prospecting
Fill the pipeline without living on cold calls.
Digital outreach, social media, networking, reactivated leads, and follow-up tracked in Autom8.
Practice Management
Take the admin off your desk.
Autom8 for lead tracking, client communication, workflows, and follow-up, plus hiring templates when you grow.
Credibility
Be the advisor prospects already trust.
Educational content, client testimonials within compliance, community engagement, and webinars.
Branding
Say who you are before you speak.
Brand voice, your professional story, branded client experiences, guidelines for your team, and a brand audit.
Our own technology
Autom8, built by Motiv8 for Motiv8 advisors
Autom8 is the CRM we built for our advisors, and it runs the follow-up behind these pillars. It tracks every lead and conversation, sends your follow-up on schedule, flags policy reviews before they’re overdue, and comes loaded with the sales journey templates we use ourselves. We book our own intro calls on it too.
- Lead tracking
- Follow-up sequences
- Client communication
- Automated workflows
- Scheduling
- E-applications and DocuSign
Named programs
The named programs
Here’s the short version of each. The Programs page has the rest.
Home Town Hero
An organic, community-based marketing framework. A step-by-step system to become the go-to advisor in your own hometown.
The 7702 Mastery System
Training and marketing for 7702 plans and indexed universal life: presentation scripts, sales concepts, and marketing materials.
The 67% Advantage
A structured, multi-touch follow-up system for the leads you already met at an event.
Autom8 DWY
Our team helps you create content and manage your social media.
Up to 67%
of your event ROI you could be leaving on the table
Up to 67% of your event ROI could be left on the table.
Most event leads never convert without structured follow-up. The 67% Advantage is the system we teach to recapture them. Without consistent, structured follow-up.
Results from Motiv8 Advisors marketing programs are not guaranteed and results may vary.
Your plan
The plan gets built around your practice.
We build a marketing plan for you, around the clients you want to attract. The pillars and programs are the parts, and the plan is how they fit your practice.
Questions
Questions about Motiv8 marketing
- Every marketing strategy Motiv8 offers is run first inside the founder’s own financial planning practice with real prospects and clients. Strategies that work become programs advisors can use with training. Strategies that do not are dropped before they reach any advisor.
- Prospecting, practice management, credibility, and branding. Prospecting fills the pipeline through digital outreach, social media, networking, and reactivated leads. Practice management runs on Autom8. Credibility builds trust through education, compliant testimonials, and community. Branding shapes how prospects see you before you speak. Each has its own page.
- Retire and Shine Educational Workshops, a retirement planning seminar system; Home Town Hero, an organic community-based framework; The 7702 Mastery System, training and marketing for 7702 plans and indexed universal life; The 67% Advantage, a multi-touch follow-up system for event leads; and Autom8 DWY, content creation and social media management.
- Yes. Motiv8 creates a personalized marketing plan for each advisor, built around the clients they want to attract. The four pillars and the named programs are the parts; the plan decides which ones fit a specific practice. Book a call to start yours.
Next step
Tell us where the pipeline is leaking.
Book a call and we’ll start with the pillar that would change the most for you.
- Coaching
- Marketing
- Back office
- Case design
- Compliance support
- Product access
- Technology
- Training
- Events
