Thank you for taking the initiative to delve deeper into Motive. The exercises and audio overviews in this portal invite you to meet the Invisible Guests in your wealth-based relarionships. When you increase your awareness of Motive – yours, others’, the collective – you gain the power to mobilize change in your cherished assets and relationships.

So much of life with wealth is about money and logistics, paying and planning in hopes of a better outcome. The families we meet just want to be closer. Their servant leaders’ hearts long to be authentically seen and understood. Othership gives both language and framework to the journey.

Motive Cover 08.10.25

If you would like to read Motive, you can purchase a copy by clicking on the image.

Othership:

the instinct and drive to anticipate other’s needs, innovating to serve and solve,
often putting yourself second.

The Invisible Guest in Wealth-Biased Relationships

Audio Recordings and Exercises from Motive, Chapter 1

Click on the links below to access each of the recordings or exercises.

Please find a quiet space while listening to the recordings or completing the exercises to allow you to focus.

The exercises will open in a new browser window.  You can download and save the execise to your computer.  To complete the exercise, you can either do so on your computer and re-save the completed exercise for future reflections or you can print it and complete it manually.

Audio Overview #1:
Motive Workflow

1 - Motive Workflow -SM Motive Book Diagrams Designs - 05.07.25-page-001

Audio Overview #2:
The Thought Beneath the Talk

2 - The Thought Beneath the Truth - SM Motive Book Diagrams Designs - 05.07.25-page-002

Exercise #1:
Before the Brilliance

1. Before the Brilliance Exercise_Page_1

Exercise #2:
Motive's Hall Pass

2. Motives Hall Pass_Page_1

Choosing and Being Chosen

Audio Recordings and Exercises from Motive, Chpater 2

Click on the links below to access each of the recordings or exercises.

Please find a quiet space while listening to the recordings or completing the exercises to allow you to focus.

The exercises will open in a new browser window.  You can download and save the execise to your computer.  To complete the exercise, you can either do so on your computer and re-save the completed exercise for future reflections or you can print it and complete it manually.

Audio Overview #3:
Choosing and Being Chosen

3 - Choosing and Being Chosen - SM Motive Book Diagrams Designs - 05.07.25-page-003

Exercise #3:
The Relationship T-Sheet Awareness

3. Relationship T-Sheet Awareness Exercise_Page_1

Exercise #4:
Reversing the DominoesAwareness

4. Reversing the Dominoes Awareness Exercise_Page_1

Built to Partner

Audio Recordings and Exercises from Motive, Chapter 3

Click on the links below to access each of the recordings or exercises.

Please find a quiet space while listening to the recordings or completing the exercises to allow you to focus.

The exercises will open in a new browser window.  You can download and save the execise to your computer.  To complete the exercise, you can either do so on your computer and re-save the completed exercise for future reflections or you can print it and complete it manually.

Audio Overview #4:
A place to think

4 - A place to think - SM Motive Book Diagrams Designs - 05.07.25-page-004

Exercise #5:
Relationship Filter

5. Relationship Filter Exercise_Page_1

Exercise 6:
Innate Skills

6. Innate Skills Exercise_Page_1

The Four Phases of Family Thriving

Audio Recordings from Motive, Chapter 4

Click on the links below to access each of the recordings.

Please find a quiet space while listening to the recordings to allow you to focus.

Audio Overview #5:
Vet For Progress

5 - Vet for Progress - SM Motive Book Diagrams Designs - 05.07.25-page-005

Audio Overview #6:
The Four Phases of Family Thriving

6 - Four Phases of Family Thriving - SM Motive Book Diagrams Designs - 05.07.25-page-006

Othership

Audio Recordings and Exercises from Motive, Chapter 5

Click on the links below to access each of the recordings or exercises.

Please find a quiet space while listening to the recordings or completing the exercises to allow you to focus.

The exercises will open in a new browser window.  You can download and save the execise to your computer.  To complete the exercise, you can either do so on your computer and re-save the completed exercise for future reflections or you can print it and complete it manually.

Audio Overview #7:
Level V Curiosity

7 - Level V Curiosity - SM Motive Book Diagrams Designs - 05.07.25-page-007

Exercise #7:
Othership Exercise

7. Othership Exercise_Page_1

Exercise #8:
Next GenerationOthership Exercise

8. Next Generation Othership Exercise_Page_1

Exercise #9:
Level V Curiosity

9. Level V Curiosity Exercise_Page_1

Exercise #10:
Care to Know

10. Care to Know Exercise_Page_1

What’s next?

At this point on the journey, perhaps you’re thinking, There must be other families who feel how we feel. The angst and pain in your cherished assets and relationships is more common than many families realize. The solutions may be closer than you perceive to be possible.

For 25 years, our Southern California Institute has educated trusted advisors so they could better understand and serve families like yours. On this teaching journey, we realized that families craved a place to learn from each other. A place to think differently about the same topics and explore uncharted ground. A place to mentor and be mentored, sharing safely and privately with fellow life-long learners.

If you sense this tribe may be your tribe, please consider joining
The Othership Institute…

A place to think for successful families
  • Facilitated forums
  • Private retreats
  • A safe place for candor and curiosity
  • A methodology to maximize your tribes potential