Most Advisors Don’t Know Their True Numbers

(Crazy, Right? 😲)

That’s where we start. Watch our short demo to see our ROI Dashboard in action.

Then book your FREE Business Analysis Session - we’ll run your numbers together and map out the next steps to grow your AUM with confidence.

How Much Revenue Are You Leaving Behind?

15%

The average advisor loses 15% of revenue due to poor marketing ROI.

20%

Firms without clear processes lose up to 20% of annual revenue.

30%

Not tracking acquisition costs? That can cost you 30% of growth.

If you don’t know your numbers, you can’t maximize your AUM growth.

Your Business, Finally in Clear View

Our ROI Discovery Dashboard reveals the numbers most advisors overlook — so we can make smarter decisions, plug hidden leaks, and grow your AUM with confidence.

What the Dashboard Shows You:

True Marketing ROI – See what’s working and what’s wasting money.

Client Acquisition Cost – Know your real cost to land a new client.

Process Gaps – Find inefficiencies costing up to 20–30% of revenue.

Growth Opportunities – Spot trends to grow profitably.

Most advisors guess at their numbers - and it costs them. Our ROI Discovery Dashboard gives you clarity and control by showing the real data behind your firm. With this insight, we can make data-driven decisions, optimize your processes, and consistently grow your AUM.

In your FREE Business Analysis Session, we’ll run your numbers live in the Dashboard and give you a clear plan to close gaps and capture more revenue.

Book Your Free Business Analysis Session

In this live 1:1 call, we’ll walk you through your numbers and give you an actionable growth plan.

A clear view of your entire marketing ROI

Real data on what’s working

(and what’s not)

A copy of your metrics for

future planning

Recommendations from experienced financial advisors

Strategies to grow your

AUM and client retention

Why Motiv8?

Advisors Helping Advisors

We’ve worked with firms nationwide to close gaps, increase retention, and scale AUM. We know the struggles advisors face — and how to solve them.

Here’s how Motiv8 helps you grow:

✅ Smarter Marketing – Get in front of the right clients.

✅ Better Prospects – Attract investors with serious intent.

✅ Proven Sales Process – Close more and win with confidence.

✅ Trusted Advisor Positioning – Stand out from the competition.

✅ Retention & Lifetime Value – Keep clients engaged and loyal.

This Call is Free - But Spots Are Limited

We can only run a handful of Business Analysis Session each month. If you’re serious about growth, don’t let this slip by. 👇