Unfiltered and Unstoppable

Ep. 40 | Risk Tolerance - The Hidden Divider Between Average and Elite Advisors


Listen Later

How well are you really using risk tolerance in your advisory practice? In Episode 40 of Unfiltered & Unstoppable, Rob Romesburg explains why risk tolerance separates average advisors from elite firms. Most treat it as a formality, but when used correctly, it strengthens client trust, improves investor behavior, and boosts long-term retention. Rob discusses why a questionnaire captures only a moment in time, how life changes affect market reactions, and why revisiting risk proactively is key. He also shares practical client-language tips, including a one-to-ten question that reveals emotional truth. This episode is essential for advisors aiming to elevate communication, deepen relationships, and lead through market volatility.
...more
View all episodesView all episodes
Download on the App Store

Unfiltered and UnstoppableBy Rob Romesburg