Blog
Welcome to Trent Fortner’s blog, your go-to resource for insights and strategies that empower financial advisors to excel. Here, we share expert advice on sales training, LEAP principles, client engagement, and business growth. Whether you’re looking to sharpen your skills, stay ahead of industry trends, or find inspiration for your practice, our blog offers valuable content to help you succeed. Dive in and discover actionable tips, thought-provoking ideas, and the latest in financial advisory excellence. Let’s take your career to the next level—one post at a time!
From Adversity to Purpose—Michael Isom’s Journey and Insights
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.
The Relevance of Being Relevant in Financial Advising
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.
From Tech to Financial Triumph: How John Perrings Built a Thriving Business with Trent Fortner’s Coaching
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.
How LEAP Transformed Dewane Lewis’s Approach to Financial Planning
Discover how Dewane Lewis transformed his financial planning practice with the LEAP system, boosting productivity and delivering comprehensive wealth-building solutions
Maximizing Your Time and Wealth:
The Power of Planning for Your Future
Plan your time and wealth with intention. Learn how Trent Fortner and his team help you secure a prosperous future with holistic financial strategies.
