If Q1 didn’t produce the results you wanted, don’t lower the goal. Learn how financial advisors can simplify their sales process, eliminate resistance, and build stronger momentum in Q2.
After more than 35 years in financial services, advisor Frank Levine hit a moment many professionals eventually face — a loss of momentum and confidence. In this advisor spotlight, he shares how coaching with Trent Fortner helped him reset his mindset, refine client conversations, and rebuild momentum in his practice.
Most stalled sales conversations aren’t caused by a lack of knowledge. They stall because advisors hesitate to ask the questions that create clarity. Discover the three decision-driving questions that reduce resistance and move prospects forward—without pressure.
Most financial advisors do not struggle because they lack strategy. They struggle because their identity has not evolved to match their potential. This article explores how identity quietly shapes calendars, conversations, consistency, and long term growth.
December isn’t the end of the year for financial advisors — it’s the beginning of their 2026 momentum. While most advisors slow down, the ones who win use this month to create conversations, clarify intentions, and build daily habits that compound. In this blog, Trent Fortner breaks down the exact questions, outreach strategies, and daily actions that set elite advisors up for their strongest year yet.
When tax attorney Rich Kurkowski felt his work lacked meaning, he pivoted to financial advising—and found purpose. With coaching from Trent Fortner, Rich transformed his legal expertise into a high-impact practice serving solopreneurs and business owners with strategic tax planning and clarity-driven conversations.
After decades of success in the financial industry, John Baker found himself stuck in a professional slump. What got him moving again wasn’t another product or certification — it was coaching. In this powerful reflection, John shares how reconnecting with Trent Fortner helped him rediscover clarity, simplify his conversations, and reenergize both his business and mindset. Whether you’re new or seasoned in the advisory world, his story is a timely reminder that sometimes, the right question from the right coach is all it takes.
When seasoned advisor Cory Budovitch hit a ceiling in his business, he turned to Trent Fortner for coaching. The result? A breakthrough to seven figures, a deeper connection with ultra-affluent clients, and a powerful mindset shift that transformed how he served and succeeded. Here’s how he did it.
Even after decades in the business, Phil Bodine keeps growing. In this behind-the-scenes story, Phil shares how implementing Trent Fortner’s coaching—starting with pages of handwritten notes—has transformed his client relationships, multiplied his team’s impact, and reignited his passion for the work. This is more than a testimonial—it’s a reminder that mastery is never final, especially with the right mentor.
When veteran advisor John McGuire asked a top producer what made him successful, he didn’t expect the answer to change his entire business. But it did. Discover how coaching helped John shift from a stuck investment model to a thriving, seven-figure holistic planning practice—and why the right questions matter more than the perfect pitch.
