For advisors
Stop carrying the investment side alone
Operations, compliance, portfolios, and client acquisition all land on you as a practice grows. Partner with an RIA built for advisors, and hand a share of it to our team.
How partnering works
Partnering with Motiv8 Investments puts the investment side of your practice with one team: model portfolios, custody and administration, investment support, back-office support, one-on-one coaching, and technology. It starts with the contact form. A member of our team reaches out, and the first conversation is about your practice, how we can help, and whether we are the right fit.
The challenges financial advisors face
If one of these kept you at your desk last night, you’re exactly who we built this for.
- 01
Scaling operations
More clients shouldn’t mean more nights at your desk, but that’s usually how growth feels when you’re carrying the operations yourself.
- 02
Regulatory compliance
The rules keep changing, and you shouldn’t have to track every change between client appointments.
- 03
Portfolio management
Building and running a strategy for every client goal, in markets that won’t sit still, is a full-time job on top of the one you already have.
- 04
Client acquisition and retention
It’s hard to go win new clients in a competitive field when you’re buried in the work for the ones you already have.
Why the RIA you partner with matters
I run a practice too, and I can tell you that doing all of this alone is the hard way.
We understand these challenges, because many on our team have worked directly in the field. An advisor working alone has to build an answer to each one. With the right RIA partner, the models, the custody relationship, the compliance monitoring, and the reporting are already in place, and a team is responsible for them.
What we bring to the partnership
Personalized coaching
You shouldn’t have to figure out growth on your own, so our experienced mentors coach you one on one on growth, client relationships, and running your business.
Portfolio management support
Your clients aren’t all the same, and their portfolios shouldn’t be either, so we help you build portfolios that meet different client needs and adapt as markets change.
Back-office support
The paperwork stops being yours: we handle administrative tasks, compliance monitoring, and reporting, so you can focus on clients and business development.
A partnership approach
You’re a partner here, never a number. We see our relationship with you as a true partnership built on shared growth, because our success depends on yours.
Technology
Busywork shouldn’t sit between you and your clients, so our tools make operations simpler and keep communication clear between you, your clients, and our team.
Who the partnership fits
Advisors who already run a producing practice, with a small team, an office, a client base, and a Series 65, often alongside insurance licenses. If you also sell insurance, the page linked below explains how the advisory and insurance sides fit together.
If your practice looks different, reach out anyway. The first conversation is how we both find out.
You’ll fit right in if
- You already run a practice that produces.
- You hold a Series 65, often alongside insurance licenses.
- Operations take more of your week than your clients do.
- You want to grow without building a back office yourself.
What happens after you reach out
- 1
Fill out the form
Your first name, last name, phone, and email.
- 2
We get in touch
A member of our team will reach out to you shortly.
- 3
We talk it through
Your practice, your clients, your licenses, how we can help, and whether we are the right fit for each other.
Join forces with Motiv8 Investments
Tell us about your practice
We take on a limited number of advisor partners each quarter. To start the conversation, fill out the form below, and a member of our team will reach out to you shortly.
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FAQ
Questions about partnering
- An independent financial advisor who runs a producing practice and holds, or is adding, a Series 65. Many also hold insurance licenses. The best fit is an advisor who wants model portfolios, custody and administration, investment support, back-office support, coaching, and technology handled by one team. Not sure where you land? Reach out, and we’ll talk it through.
- It depends on the work you want to do with us. Advisors who give investment advice on our behalf are registered as investment adviser representatives where required, so tell us about your licenses when you reach out, and we’ll walk through what applies to your situation.
- It stays your business. In the Terrio family of companies, Motiv8 Advisors Inc. is the independent marketing organization and insurance agency. I’m Mike Terrio, and I own it. Associated persons of Motiv8 Investments who are separately licensed as insurance agents generally use Motiv8 Advisors’ services. The relationship is disclosed in Form ADV Part 2A, Item 10. Ask me how it works for your practice.
- Fill out the contact form. It asks for your first name, last name, phone, and email. A member of our team will reach out to you shortly, and the first conversation covers your practice, how we can help, and whether we’re the right fit.
- Form CRS is linked in the footer of every page, and the Disclosures page links Form ADV Part 2A and our SEC registration. Have a question about them? Call 877-766-8488.