My companies
My firms and my coaching program.
The Terrio Group plans for individuals and families. Motiv8 Advisors and Motiv8 Investments support independent advisors. And the Terrio Method is where I coach advisors myself. Every one of my firms uses the 8 Elements of Financial Control.
For advisors who want coaching
The Terrio Method
My coaching program for financial advisors at every stage.
By application only. I coach from the same systems I use in my own practice.
For individuals, families, and business ownersThe Terrio Group
Financial planning for individuals, families, and business owners.
My own financial planning practice. I founded it in 2008 and I'm its President. Offices in Port St. Lucie and Stuart, Florida.
What it does
- Financial planning
- Retirement planning
- Investment management
- Tax planning
- Annuities and life insurance
- Estate conservation
Investment advisory services provided by Motiv8 Investments LLC, an SEC-registered investment adviser.
For independent advisors: the insurance sideMotiv8 Advisors
Coaching, marketing, and back-office support for independent financial advisors.
A field marketing organization built by advisors, for advisors. I founded it to help independent advisors share in the success I've had with my own clients and team.
What advisors get
- Access to life insurance, annuities, and long-term care for your clients
- Coaching and business development
- A marketing plan built for you, plus campaigns and social media support
- Back-office help with submissions, case management, and underwriting
- Compliance support
- Technology, including Autom8 CRM, which Motiv8 created
Named programs
Results from Motiv8 Advisors marketing programs are not guaranteed and results may vary.
For independent advisors: the investment sideMotiv8 Investments
SEC-registered investment adviser providing portfolio models and investment support to advisors.
I'm its CEO. Its SEC registration was approved in 2016.
What advisors get
- The M8 Method: five model portfolios, from Conservative to Aggressive
- Investment support for building and maintaining client portfolios
- Custody and administration through Schwab
- One-on-one coaching
- Back-office support
- Technology for managing portfolios and client communication
Registration with the SEC does not imply a certain level of skill or training. Investing in securities involves risk of loss.
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About my companies
Mike Terrio is founder and President of The Terrio Group, a financial planning firm for individuals, families, and business owners. He founded Motiv8 Advisors, a field marketing organization for advisors, and he is CEO of Motiv8 Investments, an SEC-registered investment adviser that gives advisors portfolio models and investment support. He also coaches advisors through the Terrio Method, his coaching program.
Not sure where you fit?
Tell my team about your practice and your licenses. They'll point you to the right firm.