Motiv8 U: Recent Episodes

Mike Terrio

Helping Financial Advisors Level Up!

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Mike and Cassie discuss way to calm your clients nerves during time of market turmoil.  They will walk you through step by step on ways to communicate with your clients and prospects to show the value you and your team bring to their investment strategy.

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In today's podcast, Mike and Cassie discuss 5, maybe 6, topics that are always incredibly important for your business and it's growth.  Listen to this episode now to make sure you are on track!

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Mike and Cassie are Back!!!  After a bit of a hiatus, the duo is back with 5 strategies that need to be implemented into your business NOW to make a huge impact!

Check out this new show and start changing your business!

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On this episode Mike and Cassie discuss End of Year Strategies that your clients NEED TO KNOW about!  In addition, we are offering you collateral to get started implementing Mike and Cassie's ideas TODAY.

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On this episode Mike and Cassie discuss the significant changes to the tax code and the impacts it may have on your clients. We go into deep detail and some of the most unheard-of changes within the proposed tax code and discuss different strategies you can utilize to help your clients navigate through the obstacles that are coming up.  This is an episode you and your clients cannot afford to miss!

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Many economists are sounding the alarms about a Market Correction!  Meanwhile, Covid keeps showing its ugly face, and we are seeing threats of mre lockdowns coming our way.  How quickly can you adapt to these changes so your business is affected in a positive way?

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Sometimes the next step to your success is just as simple as it sounds...take a step!  Many advisors today are used to the Great Pitch that everything will be done for them and sit around waiting for the magic to happen.  They bounce from organization to organization waiting for it to "Just Happen".  

My Father always said, "the harder you work, the luckier you get."  

While we understand that getting your business to the level you desire may be overwhelming, with our help and the information in this podcast you may do exactly what we mentioned in the first sentence.  Take the first step!

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Mike welcomes Dereck and Stephen to the podcast to discuss the current environment, some of the defining moments within their businesses, and how the have been able to use the resources from Motiv8 to expand their practices!

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Do you remember Voltron?  He was one of my favorite cartoons from back in the day.  What I didn't realize until today was how many lessons he gave me for being a successful business owner.  Check out today's episode to learn more of the wisdom nuggets!

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Are you ready for Marketing that works?  Mike and Cassie talk about supplemental Marketing strategies that help bring consistency and growth to your business.

If you are ready for some new ideas that are tested and proven, make sure to listen to this episode!

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The environment surrounding Retirement Planning has evolved dramatically.  Unfortunately, many advisors are missing their opportunity to differentiate themselves from the rest of the pack.  Great news!  You don't have to be the advisor that is being left behind.  

Listen to Motiv8 U's current podcast to learn what your clients and prospects are looking for!  This podcast will teach you the techniques that Top Advisors are using to leave others behind.

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Mike and Cassie discuss the evolution of his personal practice and why the shift to complete financial planning has been a gamechanger for him firm, and more importantly his clients retirement!

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Flying solo for the first (and hopefully last) time, Mike discusses exactly how he was able to transform his Insurance Sales practice into a Comprehensive Financial Planning firm so quickly.  

In today's episode, he will introduce the exact strategies he and many others have used to complete this change while changing the lives of his family, clients, and members of hs team.

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My Father used to say, "The harder you work, the luckier you get."  While I agree that this advice is fantastic, I also believe that we need to work HARD on the right things!  The Pareto Principle is a powerful tool you should reference when growing your business.  Tune in to this weeks Motiv8 U Podcast for tip and techniques on how to use this tool!

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Mike and Cassie discuss the importance of communication with your clients and why Video is King for volatile markets like this.

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Many financial advisors want to be treated as professionals but their business model is not demanding the them to be treated as such.

Mike and Cassie discuss the importance of what Financial Advisors bring to the table and how to position themselves and their tangible value to their clients.

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On this episode Mike and Cassie discuss a BIG secret to the growth of your business...Business and Goal setting!

We will break down 10 different reason why you need to start NOW, and we will discuss strategies to do just that!

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The financial industry is changing rapidly, but are you and your content keeping up with these changes?  We discuss some of the industries most misunderstood words and phrases and how to use them for your marketing content to attract and help the right clients!

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Mike and Cassie discuss special digital marketing secrets and insights that you need to be aware of!

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Today we discuss the 10 most common business mistakes made by small business owners and some of the ways you may overcome them.

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Mike and Cassie discuss the power of combining a tech stack with good old school relationship building and how this is the way to go for 2021 business building!

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This is your year!  Join Mike and Cassie while they discuss strategies to take your practice to the next level!  This podcast is a great way to start 2021 strong!

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Don't miss this episode where Mike and Cassie discuss a powerful and foundational step in consistent success.  You need to know your Value and what makes you tick!

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Mike and Cassie discuss why learning how to provide a unique experience to your client is one of the most forgotten but incredibly powerful pieces towards your success.  Tune in to learn the secrets of closing more business without the common overtones of being a salesperson.

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Use the rules for Profit vs Premium to take your business to the next level!

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Learn techniques on growing your profit with information you already have!

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We discuss the positives that have come from the pandemic and what you can do to maximize your results.