Episode 52 | Your Midyear Business Checkup: KPIs Every Advisor Must Track

Episode 52 | Your Midyear Business Checkup: KPIs Every Advisor Must Track

In this episode of Unfiltered and Unstoppable, Rob Romesburg walks financial advisors through a midyear business checkup and the key KPIs every advisor should track. From conversion rate and client retention to marketing ROI, referrals, and operational efficiency, Rob explains how the right numbers can reveal what is working, what needs attention, and where your practice has room to grow. If you want to make smarter decisions and build momentum in the second half of the year, this episode is for you.

Episode 51: The Summer Slump Strategy: Keeping Sales Strong in Slow Months

In episode 51 of Unfiltered and Unstoppable, Rob Romesburg shares how financial advisors can beat the summer slump and keep sales strong during slower months. Rob breaks down practical strategies for reengaging warm prospects, reviving old leads, creating referral opportunities, improving follow-up, and building stronger systems before the busy fall season. He also shares a simple 14-day challenge advisors can use to stay consistent, build momentum, and grow their practice while others slow down.

Episode 50: When a Client Loses a Spouse… What Comes Next

When a client loses a spouse, financial planning becomes deeply personal. In episode 50 of Unfiltered & Unstoppable, Rob Romesburg talks with Debbi Marcum and Brian Gragert about how advisors can support surviving spouses with empathy, patience, and practical guidance. Debbi shares her personal experience with loss, and the lessons advisors can use to help clients navigate grief, important financial decisions, family conversations, and the first steps after a spouse passes. This episode is a meaningful conversation for financial advisors who want to strengthen client relationships, improve communication, and better serve clients through life’s hardest transitions.

Episode 49: How to Improve Your Fact Finding Process for Better Recommendations

Are your client meetings uncovering the full story, or just filling in the blanks? In Episode 49 of Unfiltered & Unstoppable, Rob Romesburg shares how financial advisors can improve their fact-finding process to make better recommendations, build stronger trust, and create a more meaningful client experience. You’ll learn the difference between collecting data and truly understanding a client, plus how better questions can uncover values, emotions, goals, and the real story behind each financial decision.

Episode 48: Why Financial Advisor Websites Fail (And How to Fix Yours Fast)

In this episode of Unfiltered & Unstoppable, Rob Romesburg talks with Kelsey DeJean, Website Specialist at Luson Media, about the common website mistakes that cost advisors trust, leads, and new business. They cover clear messaging, better calls to action, mobile optimization, branding, niche positioning, and simple fixes advisors can make to turn your website into a stronger growth tool. You’ll also hear what prospects are looking for in the first few seconds on your site and how to create a stronger first impression before they ever book a meeting.