When Nate and Brandon from ULC met Trent Fortner, they had no idea how profoundly their business—and mindset—would change. Through the Courageous Advisors Mastermind and Game-Time Coaching, they shifted from selling to serving, from clients to members, and from uncertainty to unstoppable confidence. This is the story of how powerful coaching unlocked clarity, action, and growth.
Even top financial advisors can lose their spark. That’s exactly where Ben Rovee found himself—successful but feeling something was missing. Everything changed when he reconnected with Trent Fortner. Through the Epic Producer Challenge, Ben reignited his passion, strengthened his team, and skyrocketed his production—all through the power of structured coaching and accountability. His journey proves that even the best advisors need the right challenge to reach new heights. Ready to reignite your own spark?
When tragedy strikes, financial preparedness can make all the difference. Court Pitcher learned this firsthand, leading him to a career in financial services and the creation of Legacy Lock—a game-changing estate planning solution. With guidance from Trent Fortner, Court has helped financial advisors integrate estate planning seamlessly into their practice. This blog explores Court’s journey, his partnership with Trent, and how Legacy Lock empowers advisors to better serve their clients.
Success in the financial advising world doesn’t happen by chance. In this blog, Brock Fortner shares his proven blueprint for new advisors, focusing on the power of mentorship, disciplined systems, and continuous education. Discover how to build a strong foundation to thrive in your first few years and beyond.
Michael Isom’s story is one of resilience and purpose. From losing his life savings to building a thriving financial practice, he shares invaluable insights on self-worth, strategic focus, and creating a lasting impact.
Election season offers a powerful metaphor for financial advising—just as voters choose their future, your clients must make critical financial decisions that shape theirs. As a trusted advisor, you can guide them through retirement planning, tax strategies, and wealth protection to ensure long-term success. Empower your clients to take control of their financial future today.
John Perrings transitioned from a 20-year tech career to financial services, seeking financial certainty. With Trent Fortner’s coaching, he quickly built a thriving practice and became a top advisor. This blog highlights John’s journey and the impact of personalized mentorship on his success.
