From Notes to Mastery: How Phil Bodine Continues to Grow with Trent Fortner’s Coaching
Even after decades in the business, Phil Bodine keeps growing. In this behind-the-scenes story, Phil shares how implementing Trent Fortner’s coaching—starting with pages of handwritten notes—has transformed his client relationships, multiplied his team’s impact, and reignited his passion for the work. This is more than a testimonial—it’s a reminder that mastery is never final, especially with the right mentor.
Phil Bodine was only a few years into the business when he met Trent Fortner. Sitting in a packed room, Phil heard Trent speak for the first time - and the impact was immediate.
“You can judge a speaker by how many notes you take,” Phil says. “If it’s important, you’ll write it down. I walked away with pages and pages of notes. That’s when I knew Trent was the real deal.”
Over the years, Phil didn’t just take notes - he implemented them. He adopted the language and communication strategies Trent recommended, and it transformed the way he works with clients. Today, Phil is known for having conversations that open clients up in a way few advisors can replicate - the clarity and trust he builds come in part from putting Trent’s principles into practice.
Fast forward to 2024, decades into a successful career, Phil attended the Producers Success Mastery event. Despite his years of experience, he once again found himself filling several pages of notes. It was proof that Trent’s insights continue to evolve, inspire, and challenge advisors to think differently about their work and the impact they can create.
Sharing the Language of Success
Phil has carried Trent’s lessons far beyond his practice. The language and strategies he’s learned are now shared with his team, multiplying the impact across advisors and, ultimately, clients. What stands out most to Phil isn’t just the strategies themselves, but the integrity and heart behind them.
“Trent is trustworthy. He truly cares- not only about the advisors he works with, but about the clients those advisors serve,” Phil says. “That kind of leadership is rare.”
About Phil Bodine
Phil is the founder of Wealth in Overdrive, a practice dedicated to helping families and business owners rethink the way they approach money and wealth. His team focuses on strategies that maximize efficiency, reduce unnecessary losses, and create sustainable legacies. Much like Trent, Phil believes in educating clients, not selling them - and that’s why his work continues to resonate with those he serves.
Why This Matters for Advisors
Phil’s story is a reminder that no matter how long you’ve been in the industry, there’s always more to learn when you have the right mentor. Trent’s coaching and events like Producers Success Mastery don’t just offer tools and strategies—they build confidence, clarity, and a renewed sense of purpose for advisors ready to take their practice to the next level.
Join Us This September
If you’re an advisor ready to grow, innovate, and reignite your passion for this career, don’t miss the upcoming Producers Success Mastery event this September. Like Phil, you’ll walk away with pages of notes, new strategies to put into action, and a renewed vision for your practice.
Reserve your seat today and join a community of advisors committed to building meaningful, lasting success.