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

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.

Episode 47: The Three-Month Funnel Top Advisors Use to Grow Without Prospecting

In episode 47 of Unfiltered & Unstoppable, Rob Romesburg sits down with Graham Turner, President of Snappy Kraken, to unpack the three-month funnel top advisors use to grow without constant prospecting. They discuss how to build a marketing system that nurtures leads, strengthens trust, and creates more consistent growth. If you want a smarter financial advisor marketing strategy that works beyond one-off campaigns, this episode is for you.

Episode 46: The Growth Strategy Most Advisors Are Ignoring… Giving Back

In this episode of Unfiltered & Unstoppable, Rob Romsburg sits down with Bill Altman to discuss a growth strategy many advisors overlook: giving back. They explore how community involvement builds trust, strengthens relationships, and helps advisors stand out in a meaningful way. Listen in for practical insights on leadership, impact, and growing your business through service.