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.
Michael J. Seibert didn’t just adopt a retirement system—he helped redefine it. Inspired by a 1998 LEAP event and guided by Trent Fortner’s coaching, Michael shifted from accumulation-focused planning to a tax-smart income strategy that’s changing how advisors serve retirees. This blog explores his journey, philosophy, and the proven methods behind his success.
What if your credibility tool also became your lead magnet and legacy builder? In this month’s spotlight, Trent Fortner features Garrett Gunderson—author, strategic partner, and creator of a licensing platform that’s helping advisors scale smarter. Discover how What Would the Rockefellers Do? is transforming conversations, closing multi-million-dollar cases, and building brands that last.
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.
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.
