Rediscovering Purpose: How Ben Rovee Reignited His Career with Trent Fortner’s Coaching

In the demanding world of financial services, even top professionals can unexpectedly lose their drive and motivation. Ben Rovee, a longtime financial advisor and LEAP practitioner, found himself in that position—not struggling financially, but feeling like something was missing. That all changed when he reconnected with Trent Fortner.

This is the story of how one advisor reignited his passion, strengthened his team, and skyrocketed his production—all through the power of coaching and accountability.

The Journey to LEAP and Finding His Purpose

Ben started his career in the financial services industry in 1995, quickly realizing that success wasn’t guaranteed. Like many new advisors, he began in a firm with minimal training, and survival depended on sheer persistence. Eventually, he transitioned to a Guardian firm in Pittsburgh, which changed his career trajectory.

There, he discovered the LEAP (Lifetime Economic Acceleration Process) system. LEAP wasn’t just another planning tool—it was a complete mindset shift. Ben became a believer, investing in his education, and eventually became an agency trainer. Even when Guardian moved away from LEAP, Ben remained committed, seeking firms aligned with his philosophy.

Fast-forward to today, Ben has built a thriving practice centered on LEAP principles. But despite years of success, something was missing.

Losing the Spark… and Finding It Again

In September 2024, Ben attended a LEAP Academy event, walking in with a feeling of professional stagnation. He wasn’t alone in noticing the shift. That morning, his wife had made a casual yet profound observation: “You just don’t have that spark anymore.”

Then he saw Trent Fortner speak.

Trent was introducing his Epic Producer Challenge, describing it as a program “not for sissies.” The program’s structure, accountability, and intensity spoke to Ben in a way that other coaching programs never had.

During a break, Ben approached Trent and shared his feelings. Trent listened, and in return, he asked a simple but powerful question:

“What would it take for you to get that spark back?”

That was the moment Ben decided to go all in.

The Power of Accountability: 16 Weeks to Transformation

The Epic Producer Challenge was no ordinary coaching program. Over the next 16 weeks, Ben committed to a daily discipline of two emails—one each morning, outlining his plan for the day, and one each evening, reporting on his accomplishments.

This might have seemed excessive for someone with decades of experience, but Ben embraced it fully. Every day, he sent his reports to Trent, following the process with the same dedication that had once made him a standout producer.

The results? A complete transformation.

• Renewed energy and motivation – Ben’s passion for the business returned in full force.
• Increased production – His numbers skyrocketed, and his activity level became the highest his team had ever seen.
• More decisive leadership: By modeling consistency and discipline, he inspired his younger team members and reinforced a culture of accountability.

At one point, Trent even admitted being surprised by Ben’s commitment. “Successful producers don’t usually do all the homework,” Trent joked. But Ben wasn’t looking for easy—he was looking for results.

A Unique Team Approach

One of the keys to Ben’s success is his highly structured and data-driven practice. Unlike many advisory firms, his team operates with a unique approach:

• No solo appointments – Every client meeting includes at least two team members, ensuring a more comprehensive and strategic conversation.
• Detailed meeting summaries – Clients receive complete documentation of every discussion, reinforcing trust and clarity.
• Meticulous tracking of results—The team meets weekly to review performance metrics, fine-tune strategies, and hold each other accountable.

Ben credits this structure with keeping the business scalable and sustainable. Thanks to his renewed focus, his team is experiencing even greater success.

The Importance of Keeping Score

One of Ben’s biggest lessons— for his team and other advisors—is the importance of tracking results.

“If you don’t keep score, you don’t know if you’re winning,” he says.

His team uses a custom-built scorecard that meticulously tracks:

• Number of meetings scheduled and kept
• Closing ratios
• Business submitted and paid
• Referrals generated
• Overall production trends

This data-driven approach keeps the team accountable and allows them to fine-tune their strategies and continually improve.

Ben is now working with a software developer to turn this tracking system into a fully integrated platform for other advisors. The goal is to provide a powerful tool that enables producers to measure their performance and make data-driven decisions in real-time.

Why Every Advisor Needs Coaching

If there’s one takeaway from Ben’s story, it’s this: Even the best advisors need coaching.

“Trent has walked the walk,” Ben says. “That makes all the difference. His coaching isn’t theoretical—it’s built from real experience.”

For Ben, working with Trent wasn’t just about improving numbers. It was about rediscovering his passion for the business, reinforcing his leadership, and building a flourishing practice.

His advice to fellow advisors? Find a mentor, commit to accountability, and never stop improving.

Conclusion: Reignite Your Spark

Ben Rovee’s journey proves that even the most experienced advisors can benefit from a fresh perspective and structured accountability.

Coaching can be the catalyst for transformative growth, whether you’re feeling stuck, seeking higher production, or just looking for that extra edge.

If you’re ready to take your practice to the next level, consider joining one of Trent Fortner’s coaching programs.

The spark is there—you just need the right environment to ignite it.