Privacy Policy
What we collect
When you send the form on the Work With Me page, we receive what you type: your name, email, and any phone number, practice details, or message you add. We also collect basic, anonymous information about how the site is used, such as pages viewed, but only if you allow analytics cookies.
How we use it
We use what you send to answer your request, to review your application if you apply to the Terrio Method, and to send you information about the topic you chose. We do not sell your information.
Who we share it with
Your form is delivered to Mike Terrio's team and stored in the firm's customer relationship software. Your request may be shared among the affiliated firms (The Terrio Group, Motiv8 Advisors, and Motiv8 Investments) when another firm is the right one to answer it.
Cookies and your choices
Essential cookies keep the site working. Analytics cookies are off unless you allow them. You can change your choice any time with Cookie Settings at the bottom of every page.
Questions
To ask about your information or have it removed, send a note through the Work With Me page.
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