By application only
The Terrio Method
My coaching program for advisors who are done being busy and ready to build a business. Get the numbers, the systems, and the playbook I use in my own firm.
Find where you fit
Where is your practice today?
Maybe you're new to the business. Maybe you're busy but stuck, or stretched thin by a practice that keeps growing. Whatever it looks like right now, there's a place for you here. Pick the one that sounds like you.
Getting started
Plenty of drive and grit, and ready to take a risk. Most revenue comes from annuities.
Strength
Work ethic and relationship building.
In the way
Budgeting, marketing, and systems get put off. Cash flow rides a rollercoaster. There is little back-office help.
I've coached advisors from just getting started all the way to self-managing. Wherever you start, we work on your next level.
Tell Us Your StageThe problem
Busy producing. Stuck running the business.
Most advisors I meet work hard and produce. Some have a shelf of awards to show for it. But revenue swings from month to month, there's no real process, appointments fall through, and most of the day goes to work that doesn't pay. Motiv8 calls it successfully failing.
You have
A small staffDisorganizationNo processTrouble setting appointmentsYou feel
FrustratedLeft on your ownUncertainOverwhelmedYour day
Not enough appointmentsHours on work that does not payMarketing that is not workingA low close ratioStatus
Successfully failing
This is the model Motiv8 teaches toward. Your results depend on your practice and the work you put in.
Why me
Coaching from an advisor who does the work.
I run my own financial planning practice, with my own clients and my own team. My coaching comes from the same place.
The lessons
What I coach advisors on
These are the subjects I work on with advisors, in coaching and at Motiv8 events.
Know your numbers
Awards measure production. Your numbers measure the business. Track what the practice earns and keeps.
Build a business, not a hobby
If the practice stops when you stop, you own a job. Build it to keep running when you step away.
Work a few priorities at a time
Pick a short list of goals for the quarter. Finish one before you start the next.
Hire the team
One person cannot cover every job in a growing practice. Delegate, so your hours go to the work only you can do.
Put relationships first
Give your best energy to clients and referral sources. That is where a practice grows.
Move when a prospect is ready
Slow follow-up costs cases. When the conversation is warm, take the next step.
Be fully in the meeting
Picking up the phone in front of a client tells them where they rank. Your attention is part of your value.
Use the 8 Elements
One process for every client conversation, so you build a fuller plan and see every place you can help.
The process
One process behind every firm I run.
The Terrio Group uses the 8 Elements of Financial Control with its clients. Motiv8 Advisors teaches it to advisors, so they can build fuller plans and find more than one revenue stream in the same client conversation. Motiv8 Investments works from it too.
Phase One: what you have, how it works, and how it affects you
Phase Two: protect and plan
Tap an element to see its phase.
Who I coach
Licensed advisors and insurance professionals at every stage who are serious about growth and ready to do the work.
You'll fit right in if:
How to join
Apply
Tell me where your practice is today and where you want it to go. It's one short form.
Talk with my team
We read every application and reach out to the advisors who are ready to do the work.
Build
We get to work on your numbers, your systems, and your team.
About the Terrio Method
The Terrio Method is Mike Terrio's coaching program for financial advisors and insurance professionals. Mike runs his own financial planning practice and coaches advisors on the same systems he uses there. The program is open now, by application.
Bring the ambition. I'll bring the playbook.
If you're an advisor at any stage who wants steadier revenue, a team you can count on, and your time back, apply today.