Why do some financial practices hit a ceiling while others keep scaling?

Rob Romesburg breaks down why even successful financial advisors experience growth plateaus — and what it really takes to push past them. Drawing from over twenty years of experience working with top advisors across the country, Rob shares practical strategies to identify bottlenecks, refocus your team, and build systems that create sustainable growth.

You’ll learn how mindset, leadership, and structure can make or break your next level of success — plus how to avoid the comfort zones that keep many advisors stuck.

Host Rob Romesburg reveals The Five Magic Questions that can be used as a framework for building lasting relationships rooted in trust and understanding.

Rob discusses how to uncover what truly matters to your clients, connect their money to their values, and guide them toward meaningful goals. Whether you’re new or a seasoned professional, these insights will help you elevate every meeting from transactional to transformational.

What if the biggest growth opportunity for financial advisors isn’t in stocks or alternative investments — but in Medicare?

In this episode, Rob Romesburg and Mitchell Warrick uncover how understanding Medicare can help advisors strengthen client retention, generate recurring revenue, and provide deeper protection for retirees. They break down the myths around Medicare, how to integrate it into your planning process, and why so many advisors are leaving money — and client trust — on the table by ignoring it.

Whether you’re a financial planner, wealth manager, or insurance professional, this episode gives you a roadmap to turn Medicare from a compliance burden into a business advantage.

If you want to grow your book of business and deliver more holistic financial advice, don’t miss this conversation.

How do you scale your financial practice without burning out or losing control of your business? In this episode of Unfiltered & Unstoppable, Rob Romesburg sits down with Brad Malm, VP of Agency Development, to break down what it really takes to grow a thriving, client-focused practice.

Brad shares lessons from decades of working with financial services professionals (FSPs), the systems and repeatable processes that create sustainable growth, and the mindset shifts leaders need to scale smart. Whether you’re an FSP looking to build efficiency, a business owner ready to grow your team, or just someone who wants to create more balance while still driving revenue, this episode will give you actionable strategies you can put into place right away.

If you’re serious about scaling your business and building a team of A-players, don’t miss this conversation.

Most financial services professionals (FSPs) know seminars can be a powerful way to grow their practice, but many get them wrong — and it costs them credibility, leads, and appointments.

In this episode of Unfiltered & Unstoppable, host Rob Romesburg shares the proven blueprint for running successful seminars that consistently convert attendees into clients. With over 20 years of experience planning, attending, and leading thousands of events, Rob reveals the biggest mistakes FSPs make and how to fix them quickly.

You’ll learn everything from preparation and marketing strategies to execution, follow-up, and the right mindset. Whether it’s your first seminar or your hundredth, this episode will help you walk away with more booked appointments and a stronger reputation.

If you’re ready to stop guessing and start winning with seminars, don’t miss this episode.

Don’t coast into the holidays. Rob reveals how top advisors use Q4 to spark natural referrals, strengthen loyalty, and set up a strong new year. From gingerbread contests to charitable piggybank drives, discover practical ideas you can run right now to finish the year strong.

Learn how surge meetings can transform chaos into clarity. Paladin Financial’s Nikki Foley shares her team’s system for batching reviews, boosting productivity, and gathering millions in AUM.

#FinancialAdvisors #PracticeManagement #Productivity #ClientExperience #SurgeMeetings

How can financial services professionals (FSPs) protect their clients and their businesses from one of today’s most overlooked risks? The answer is having the long-term care (LTC) conversation.

In this episode, Rob Romesburg and guest, Brooke Tucker, dive deep into why long-term care planning is a crucial, yet often ignored, part of financial advising. They unpack the challenges families face without a plan, the myths that keep advisors from bringing it up, and the strategies you can use to confidently guide clients through this sensitive but essential topic.

You’ll learn how long-term care impacts retirement planning, why addressing it early strengthens trust with clients, and what steps advisors can take to make sure they aren’t leaving their clients vulnerable.

In this episode, Rob Romesburg explores how advisors can deepen client relationships by focusing on connection, communication, and value that extends beyond the numbers. You’ll hear real strategies for becoming the go-to resource in your clients’ lives, building loyalty that lasts through market ups and downs, and creating a practice rooted in trust.

Rob shares practical ways to make conversations more meaningful, how to position yourself as more than just a financial advisor, and why the small details matter more than you think. Whether you’re looking to strengthen retention or grow through referrals, this episode will give you insights you can apply right away.

Did you know there are more than 29 million forgotten 401(k) accounts in the U.S.? In this episode, Rob Romesburg breaks down one of the biggest missed opportunities in retirement planning and shows advisors how to turn it into a powerful growth strategy.

Rob shares the most common 401(k) rollover mistakes, how to help clients avoid unnecessary taxes and penalties, and steps to track down and consolidate lost retirement accounts. See how positioning yourself as the go-to expert on rollovers can deepen client trust and open the door to long-term relationships.

If you want to protect your clients’ retirement savings and grow your practice with strategies most advisors overlook, this is an episode you don’t want to miss.