Business Success

Financial advisor coaching
Business Success, Coaching, Practice Growth

From Decades of Experience to Renewed Focus: John Baker on Coaching, Simplicity, and Staying in the Game

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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.

Phil Bodine
Business Success, Coaching

From Notes to Mastery: How Phil Bodine Continues to Grow with Trent Fortner’s Coaching

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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.

Golden piggy bank and coin stacks symbolizing tax-efficient retirement income with senior couple walking in the background.
Business Success, Financial Planning, LEAP, Practice Growth

From LEAP to Legacy: How Michael J. Seibert Turned a Proven System into a Retirement Revolution

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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.

Garrett Gunderson reading "What Would the Rockefellers Do?"
Business Success, Practice Growth, Strategic Mentorship

Legacy, Leverage & Lessons with Garrett Gunderson Featuring: What Would the Rockefellers Do? & the Power of Licensing for Advisors

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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.

Get Your Spark Back
Business Success, Coaching, Personal Development

Rediscovering Purpose: How Ben Rovee Reignited His Career with Trent Fortner’s Coaching

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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?

Legal documents including a Living Will, Healthcare Power of Attorney, and Power of Attorney, emphasizing the importance of estate planning.
Business Success, Coaching, Financial Planning, Personal Development

The Power of Preparation: How Court Pitcher and Trent Fortner Are Changing the Game for Financial Advisors

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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.

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