Education
These are the programs I teach our advisors, and every one of them ran in my own practice before it reached you. Once you’re contracted with us, the training lives in Motiv8 U, our online portal.
Named programs
A seminar system for retirement planning workshops. You use it to get in front of people in your market who are already looking for retirement guidance, and to show them you know retirement planning.
Includes: the seminar system for retirement planning workshops
An organic, community-based marketing framework. A step-by-step system for building trust in your own town, sharing retirement concepts in plain language, and becoming the go-to advisor where you live.
Includes: the step-by-step framework, plain-language retirement concepts, local connection building
A training and marketing system for 7702 plans and indexed universal life insurance. Presentation scripts, sales concepts, and marketing materials, so you can present these solutions with confidence.
Includes: presentation scripts, sales concepts, marketing materials
A structured, multi-touch, value-driven follow-up system for the leads you met at an event. Built to keep the conversation going with event leads who showed interest and have not yet converted.
Includes: the structured multi-touch sequence and its value-driven touches
Our team helps you create content and manage your social media, so you stay in front of your audience without writing every post yourself.
Includes: content creation and social media management
The 67% Advantage
Your leads showed interest. Without consistent, structured follow-up, most will never convert. The 67% Advantage is the multi-touch, value-driven follow-up system Motiv8 built and teaches to recapture them.
Results from Motiv8 Advisors marketing programs are not guaranteed and results may vary.
The training portal
Contracted Motiv8 advisors get access to Motiv8 U, the online training portal, for training on products, industry regulations, and sales strategies. The Advisor’s Portal link in the header opens it.
Portal access is for advisors contracted with Motiv8 Advisors.
How it works
We find where you’re stuck
On the intro call we look at your practice with you and pick the program that fits the problem.
You get contracted with us
The programs are for advisors contracted with Motiv8 Advisors.
You learn it in Motiv8 U
Our online portal gives you training on the products, the regulations, and the sales strategy behind it.
We coach you through it
Coaching and accountability while you put the program to work with your own clients.
Coaching with Mike
The programs give you the system. The Terrio Method is my coaching program for advisors at every stage, for when you want someone who has done the work to look at your practice, tell you the truth about it, and hold you to the plan. It’s open by application.
Questions
Next step
Book a call and tell us where the pipeline breaks: getting in front of people, following up, or presenting the case. We’ll start with the program that fits.
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