Legacy, Leverage & Lessons with Garrett Gunderson Featuring: What Would the Rockefellers Do? & the Power of Licensing for Advisors

If you’re a financial advisor seeking to elevate your credibility, generate more meaningful client conversations, and break through growth bottlenecks, it’s time you got to know Garrett Gunderson.

A household name in financial strategy circles, Garrett isn’t just the co-author of the bestselling book What Would the Rockefellers Do?—he’s a game-changing thought leader who’s turning the power of content into revenue, relationships, and legacy.

This month, we’re honored to spotlight Garrett as one of Trent Fortner’s strategic partners and explore how his licensing model reshapes the future for advisors who want to scale without sacrificing integrity or time.

From Bestseller to Business Builder

Garrett’s story begins with a simple realization: content, specifically, the right book, can transform how advisors market, connect, and close. With over 2,500 Amazon reviews and hundreds of thousands of copies sold, What Would the Rockefellers Do? has become one of the most impactful books in the life insurance space.

Why? Because it reframes the conversation around whole life insurance, legacy, and long-term wealth creation. For many clients, the book acts as a myth-buster and a mindset shifter. For advisors, it becomes a credibility magnet and a lead-generation machine.

Introducing the Licensing Revolution

Garrett didn’t stop at publishing. He created a licensing platform where advisors can:

• Put their name and foreword on a customized version of the book
• Access a full suite of tested funnels, articles, and marketing automation
• Leverage joint webinars, evergreen content, and direct appointment links
• Tap into the wisdom of a fractional CMO (Steven Palmer)
• Join a mastermind with top-performing licensees

This isn’t just a branding play. It’s a business accelerator.

As Garrett puts it:

“This is for the advisor who’s already successful, but doesn’t have a book. It’s for the one who’s built a business, but wants to build a legacy.”

And it works. Advisors have written millions in premiums using this tool. One licensee closed a $10 million case with the book as the lead-in; another produced 3,670 policies from a single campaign.

Why It Resonates with Trent Fortner’s Community

Trent’s GameTime Coaching and the Courageous Advisors Mastermind were built for advisors who want more than incremental growth—they want transformation. Garrett’s model aligns perfectly.

Both men know the value of a legacy. They emphasize mindset and mission. And they understand that true success isn’t found in working harder—it’s in working smarter with purpose.

Trent’s history with Garrett dates back 20+ years. Their journey hasn’t always been linear, but their mutual respect and commitment to empowering advisors have brought them full circle. Today, they’re aligned more than ever, mentoring the next generation of producers who want to grow with clarity and conviction.

Is Licensing Right for You?

Not everyone is ready, and Garrett is upfront about that. If you’re not producing at least $350K a year or don’t have administrative support, the model likely isn’t a fit…yet.

But if you’re established, eager to scale, and tired of relying solely on cold calls or local networking, licensing can be the lever you’ve been looking for.

In Garrett’s words:

“This is the easy button—if you’re ready to go deep, build your brand, and finally stop selling and start educating.”

How to Learn More

• Curious if licensing fits your vision?
• Want to put What Would the Rockefellers Do? into your clients’ hands with your name on the cover?
• Ready to be seen as the go-to advisor in your market?

Let’s start the conversation. Reach out.

This is about more than branding.
This is about building something that lasts.