Advisor, founder, coach
You built a practice. Now build a business.
I've run my own planning practice since 2008. Now I coach advisors who are ready to build the firm they want, using the same systems that run mine.
What I do
Advisor. Founder. Coach.
You've got another level in you. Let's get you there.
My story
I built it before I taught it.
I could tell you about building The Terrio Group from the ground up.
Or the years I've spent helping individuals, families, and business owners get control of their money.
But none of that gets to the deeper point...
I know what you're going through because I've BEEN there.
I started The Terrio Group in 2008 after seeing firsthand how quickly a family crisis can create financial damage.
It changed the way I looked at financial planning.
Because money isn't just about numbers on a spreadsheet.
It's about protecting what you've built. Creating options when life doesn't go according to plan. And making sure the work you put in today creates something lasting for the people who matter most.
Over the years, I've built a process around those lessons: the 8 Elements of Financial Control. And I run a financial planning practice today.
That matters because I'm not teaching this from the sidelines.
I know what it takes to serve clients, coach a team, handle compliance, and build a business that has to earn its keep.
I've built it. I live it every day. And now I get to help you do the same.
You've got another level in you. Let's get you there.
Because when you have a clear plan for your money, your business, and your future, you can spend less time worrying about what could go wrong, and more time building what comes next.
The Terrio Method
Build a firm you're proud to own.
My coaching program is by application only. That's because it isn't meant for everybody.
This program isn't for advisors who want to keep doing things the way they've always done them. It's for advisors who look at what they've built and know there's another level.
I've helped advisors go from their first years in production to building teams and practices that run without everything depending on them. You bring the ambition and work ethic. I'll bring the playbook and the roadmap to build the kind of practice most advisors never figure out how to create.
The process behind my firms
The 8 Elements of Financial Control
I don't build half a plan. One process runs through every firm I've built: eight elements, in order.
Phase One: take stock
- 01Income OptimizationIncome is the foundation. Know where it comes from, how it's taxed, and how much you can count on.
- 02Emergency BuilderSet aside cash for the emergencies nobody can schedule, so your investments don't become the emergency fund.
- 03Revenue ReplacerA pension or Social Security check can stop when a loved one passes. Plan now to replace it.
- 04Asset BuilderWith the first three in place, build assets for the short term and the long term.
Phase Two: protect and plan
- 05Legacy EnhancerGrow what you'll pass on, without taking more risk than your goals need.
- 06Legacy DefenderProtect what you've worked for from lawsuits and creditors.
- 07Dynasty CreatorYour estate can go to loved ones, to charity, or to the IRS. Nobody wants to leave it to the IRS.
- 08Tax PlannerTaxes touch every other element. Plan for what you keep after them.
I didn't create this process to teach it. I built my businesses around it first. Now I'm giving advisors access to the same playbook.
My companies
My firms. My coaching program.
The Terrio Group plans for individuals, families, and business owners. Motiv8 Advisors and Motiv8 Investments help advisors with marketing, back-office, and investment support. And the Terrio Method is where I coach advisors myself.
You can build a practice the way most advisors do, or you can build one that gives you more freedom, more support, and more ways to grow. That's what I help advisors do inside the Terrio Method.
Speaking
Get Mike on your stage.
Watch and learn
Take a seat in the room.
Growth starts with you. Level up the advisor, and the practice follows.
By application only. Not every advisor gets in.
For advisors who are done playing small.
If you're a financial advisor, insurance professional, or firm owner who wants steadier revenue, a team you can count on, and your time back, apply for the Terrio Method.
Get Your Application In