Coaching – Master Sales Conversations | Transform Financial Lives Today

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

By Amy Kemp / August 19, 2025

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.

Business Success, Coaching

Turning Questions into Clients: The Coaching Approach That Transformed John McGuire’s Business

By Amy Kemp / July 23, 2025

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.

Business Success, Coaching, Personal Development

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

By Amy Kemp / March 11, 2025

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

By Amy Kemp / February 12, 2025

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.

Red "SUCCESS" with words like "Inspiration," "Creativity," and "Teamwork" reflected in shadow, illuminated by spotlights.

Business Success, Coaching, Personal Development

Unlocking Success: Brock Fortner’s Blueprint for New Financial Advisors

By Amy Kemp / January 24, 2025

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.

Financial advisors reviewing charts and data during a meeting, with hands pointing and writing on documents that show financial graphs and charts.

Business Success, Coaching, Financial Planning

From Tech to Financial Triumph: How John Perrings Built a Thriving Business with Trent Fortner’s Coaching

By Amy Kemp / September 13, 2024

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.