Client Stories

Success Stories from Trent’s Clients

I had reached a point where I felt I had hit a plateau in my practice. No matter how hard I worked, I couldn’t seem to get ahead. I decided to approach a colleague who is also our company's top advisor and a student of Trent.

Though hesitant at first, I reached out to Trent. The results were immediate and far exceeded my expectations when I applied what I learned. In our first meeting, I was completely transformed, even asking myself, “What just happened?”

Since then, I have broken through that plateau, achieving an income that surpassed my expectations. My productivity improved, and I spent more quality time with clients and my family. I learned the deeper reasons behind our work and translated the fruits of my labor into happiness shared with loved ones. I have taken my entire family on trips: 29 of us to the Dominican Republic, 42 to Disney Florida, 14 to Hawaii, and 32 to Costa Rica this year.

My practice has improved significantly. I achieved the Court of the Table membership of the MDRT, and my income has consistently exceeded my best years before working with Trent. I am incredibly grateful to have Trent as my coach and am excited and proud to recommend him to any advisor in Canada and at the MDRT event.

Albert Frias CLU, CHS
Fate Financial Group Inc.

I joined Trent's coaching and mastermind program as a brand new advisor, and the knowledge, support, and confidence I've gained have been invaluable. I've learned everything from organizing and setting up my calendar to prospecting and crafting powerful messages and content for my clients. Most importantly, Trent's belief in me as both a mentor and a friend, along with his dedication to improving the lives of those we serve, has been transformative. I wouldn't be where I am in my practice, knowledge, and mindset without Trent's guidance!

Adrienne Patel
Stacked Life

Working with Trent in his coaching program has been transformative. I've learned so many great conversation techniques and questions to ask prospects, which has significantly improved my abilityto guide them towards the education I aim to provide. As the youngest advisor in Trent’s program, I gained immense confidence and a deeper understanding of the value I bring to my clients. The in-depth learning experience is something I would recommend to any advisor looking to 10x their business.

Cameron Gannon
Magnify Wealth

I am thrilled to share my experience working with Trent Fortner for the past ten years, who has been an exceptional mentor and coach to me. Under Trent’s guidance, my understanding of the industry has deepened, and my skills have significantly improved. Trent provided invaluable insights and practical strategies that transformed my approach to sales and client relationships.

Through Trent’s mentorship, I have learned how to effectively identify and meet client needs, ask the right questions, streamline my processes, and leverage new tools and technologies. This personalized coaching has boosted my confidence and had a tangible impact on my business performance. Since I started working with Trent, my revenue has seen a remarkable increase which is a testament to the effectiveness of Trent’s mentorship. The growth I have experienced is directly attributable to the actionable advice and continuous support I received.

I am grateful for Trent's commitment to my success and highly recommend him to anyone seeking to excel in the life insurance industry. This mentorship has been a game-changer for my career, and I am excited about the continued growth and success that lies ahead. Trent is not only my mentor but he has become a friend.

John Durbano BAS, FMA, FCSI
Signature Wealth

Over the past two years having worked with Trent one on one, at in person seminars and weekly online group meetings, I can say that he has added tremendous value to my 24 year career and most importantly he has helped improve my clients lives through his method of simply asking the simple questions that nobody else has ever asked them.

Mark DiMaria
InCareLife Services, Inc.

Having been in business for over 20 years at that point, I can confidently say that the training I received from Trent was the most impactful and relevant I had ever encountered. Following the initial training, I engaged in one-on-one coaching sessions with Trent, and more recently, I participated in his mastermind program. The results have been nothing short of remarkable, with my business flourishing under his guidance. While it did require some time for me to unlearn my own habits and tendencies, Trent's unwavering support and effective coaching kept me on track throughout the process.

I wholeheartedly recommend any training programs that Trent offers, as his unique approach and effectiveness have truly made a difference in my business growth.

Scott Gannon
B.Comm.

Trent Fortner taught me many things, but at the top of the list was that this profession has little to do with money and numbers, and everything to do with giving people options in life. When we ask the right questions and learn what our clients value most, we transition from salespeople and become trusted advisors.

Trent MacKeen, CFP®, CLU®
First Wealth Advisors
Worldsource Financial Management Inc.