Strategic Mentorship

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.

Business handshake with growth charts symbolizing success through Trent Fortner coaching.
Financial Coaching, Practice Growth, Strategic Mentorship

From Curiosity to Confidence — How Nate and Brandon from ULC Transformed Their Practice with Trent Fortner’s Coaching

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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.

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