After more than 35 years in financial services, advisor Frank Levine hit a moment many professionals eventually face — a loss of momentum and confidence. In this advisor spotlight, he shares how coaching with Trent Fortner helped him reset his mindset, refine client conversations, and rebuild momentum in his practice.
Most stalled sales conversations aren’t caused by a lack of knowledge. They stall because advisors hesitate to ask the questions that create clarity. Discover the three decision-driving questions that reduce resistance and move prospects forward—without pressure.
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.
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.
