Trent knows that as an independent advisor, you have spent your career having to figure this business out on your own. He wants that to change! Trent’s advisors follow a proven model that dramatically helps them accelerate their growth. Many of these ideals are found in his writings here on Trent’s Tactics!
About Trent
As an FMO/RIA Sales Executive, Trent has had the opportunity to work with, and coach, some of the most elite financial advisors in the business today. He believes every successful financial planning business must consist of 3 equally important functions, Marketing, Sales, and Practice Management. His passion lies in making make sure you have turnkey systems to manage each of these areas successfully and efficiently.
Trent’s mission is to be profoundly involved in the businesses of each of his respected advisors. Having personally helped dozens of them launch a successful financial planning practice, he’s seen their successes first hand and can speak intimately on what it takes to make them happen.
Outside of the office you will find Trent spending time with his beautiful wife Jessica, his daughter Olivia, and son Tyler.
