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.
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.
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.
When Nate and Brandon from ULC met Trent Fortner, they had no idea how profoundly their business—and mindset—would change. Through the Courageous Advisors Mastermind and Game-Time Coaching, they shifted from selling to serving, from clients to members, and from uncertainty to unstoppable confidence. This is the story of how powerful coaching unlocked clarity, action, and growth.
