Services
What you get when you work with Motiv8
Product access is where every FMO starts, and we start there too. Then we put coaching, marketing, a back office, compliance help, and technology we built ourselves behind you, and every piece of it ran in my own practice before we offered it to you.
- Product access
- Training and support
- Marketing resources
- Business development and coaching
- Case design
- Compliance support
- Back-office support
- Technology
- Staying current
The full list
Nine services. Pick the one you need most.
Access to products
Life insurance, annuities, and long-term care coverage to offer your clients, so one client relationship can support more than one line of revenue. Investment solutions are offered through Motiv8 Investments, an SEC-registered investment adviser.
The difference
I run it with my own clients first.
Before we hand an approach to our advisors, I run it in my own planning practice with real clients. If it works, we teach it, and if it doesn’t, it never becomes a service. I deal with the same things you deal with, finding clients, running an office, and staying within the rules, so the help you get fits the week you actually have.
Founded by a working advisor. Run by practitioners.
The process underneath
One process ties it all together.
The 8 Elements of Financial Control is the process I use with my own clients and teach to every Motiv8 advisor. It brings a client’s annuity, life insurance, long-term care, estate, and investment needs into one conversation, so one relationship can open more than one revenue stream.
Your time back
Grow the business without giving up your evenings
A bigger practice shouldn’t cost you your evenings and weekends. Our systems take the busywork off your desk, so the business can grow and you still have time for your family and the things you care about. That freedom is why most of us went independent, and it’s what I want for you.
What it adds up to
More to offer your clients, and a team behind you
More than one revenue stream
With more to offer your clients, your income doesn’t ride on one product or one kind of market.
A team behind you
Marketing campaigns and materials, coaching, case design, and the back office. Whatever the practice needs, you aren’t doing it alone.
A plan we build together
We sit down with you and map out how you’ll give your clients more value and build revenue that doesn’t depend on one good month.
Questions
Questions about Motiv8 services
- Life insurance, annuities, and long-term care coverage for your clients. Investment solutions are available through Motiv8 Investments, an SEC-registered investment adviser in the same family of companies. Carrier names are not published on this site; ask about them on the intro call.
- Team training, product submissions, case management, and underwriting support, plus the insurance and annuity paperwork and processing that follows a sale. The goal is that you and your staff spend your time with clients rather than chasing applications and status updates.
- Autom8, the CRM we built for our advisors, along with automation tools, electronic applications, DocuSign, and a personalized advisor portal. Contracted advisors also have the Motiv8 U training portal for training on products, regulations, and sales strategy. Back-office support handles the insurance and annuity paperwork and processing that follows a sale.
- Yes. We help you stay within state and federal regulations wherever you practice. That support does not replace the compliance requirements of your own broker-dealer, registered investment adviser, or the carriers you represent, which remain your responsibility, as the site disclosure explains.
- I founded Motiv8 as a working advisor, and every strategy we teach is tested in my own planning practice before an advisor sees it. Beyond product access, we provide coaching, a personalized marketing plan, back office, case design, compliance help, and our own CRM, Autom8.
Next step
Tell us which service you need first.
Book a call and tell us what’s taking up your week: the marketing, the back office, or the process. We’ll start there.
- Coaching
- Marketing
- Back office
- Case design
- Compliance support
- Product access
- Technology
- Training
- Events
