Most financial advisors do not struggle because they lack strategy. They struggle because their identity has not evolved to match their potential. This article explores how identity quietly shapes calendars, conversations, consistency, and long term growth.
December isn’t the end of the year for financial advisors — it’s the beginning of their 2026 momentum. While most advisors slow down, the ones who win use this month to create conversations, clarify intentions, and build daily habits that compound. In this blog, Trent Fortner breaks down the exact questions, outreach strategies, and daily actions that set elite advisors up for their strongest year yet.
When tax attorney Rich Kurkowski felt his work lacked meaning, he pivoted to financial advising—and found purpose. With coaching from Trent Fortner, Rich transformed his legal expertise into a high-impact practice serving solopreneurs and business owners with strategic tax planning and clarity-driven conversations.
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.
When seasoned advisor Cory Budovitch hit a ceiling in his business, he turned to Trent Fortner for coaching. The result? A breakthrough to seven figures, a deeper connection with ultra-affluent clients, and a powerful mindset shift that transformed how he served and succeeded. Here’s how he did it.
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.
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.
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.
