Claim OwnershipUnfiltered and Unstoppable
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Unfiltered & Unstoppable is the podcast for financial services professionals who want real growth and real strategies, without the fluff. Hosted by Rob Romesburg of the Gradient Financial Group, this podcast features unfiltered advice, interviews with experts, and proven strategies for marketing, sales, and more.
Are you ready to become unstoppable?
*The opinions herein may be from personal experience and may not necessarily be those of the Gradient Financial Group, its employees, or affiliates. Any results, topics, or outcomes are for informational purposes only. Financial Professional Use Only.
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25 Episodes
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Rob Romesburg talks with Keith Cooper of RA Marketing about what truly makes webinar funnels convert. Keith breaks down insights from hundreds of advisor webinars, including why most funnels fall flat, how to build trust through your content, and the simple follow-up sequences that dramatically boost conversions.
If you’re running retirement webinars, financial education events, or live online workshops, you’ll learn practical, proven tactics to attract qualified prospects and turn attendees into real appointments.
Rob Romesburg breaks down how to create a client onboarding experience that builds trust, reduces overwhelm, and sets the stage for long-term success. Rob shares the key steps advisors can use to simplify their process, communicate clearly, and deliver a premium client experience from day one. If you want to strengthen your relationships and elevate your service model, this episode gives you the roadmap.
How do the most successful financial advisors think? In this episode, host Rob Romesburg talks with Judah Day, VP of Agency Development at Gradient Financial Group, about what truly drives growth in financial services.
They explore the mindset, discipline, and leadership principles that define million-dollar advisors and how to build a team and culture that thrives in today’s competitive landscape.
Whether you’re a new advisor or running an established agency, this episode will challenge you to think differently and lead with purpose.
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.
How do you decide who stays and who goes on your team? The answer could determine whether your business thrives or stalls.
In this episode of Unfiltered & Unstoppable, Rob Romesburg sits down with Kaitlyn Wyngaard from the Tactical Coaching team at Gradient to unpack the truth about employee retention. You’ll learn why keeping the wrong people can be more damaging than losing your best ones, how to build a high-performance culture that drives results, and the leadership mindset shifts needed to make tough calls with confidence.
From identifying cultural fit to hiring for growth, this conversation is packed with practical strategies for financial services professionals and business leaders who want to lead strong teams without the burnout. If you’ve ever struggled with letting someone go or wondered how to attract top talent, this is your playbook.
Client objections don’t have to kill your momentum — in fact, they can be green lights if you know how to respond.
In this episode, Rob Romesburg breaks down five of the most common objections financial advisors face and shows how elite advisors flip them into powerful opportunities to build trust and close more business. You’ll learn real-world, proven objection-handling strategies that go far beyond generic scripts.
Whether you're building a new book of business or scaling an established financial practice, this episode will give you tools to turn “I’m not sure” into “I’m ready to move forward.”
If you're tired of hitting roadblocks in sales conversations, this is a must-listen.
Want more qualified leads without cold calling or spending hours networking? LinkedIn could be your untapped goldmine.
In this episode, Rob Romesburg shares the most effective LinkedIn lead generation strategies that financial advisors are using right now to drive real results. Rob explains how to optimize your profile, craft outbound messages that convert, and avoid the biggest mistakes most advisors make on LinkedIn.
Whether you're just getting started or want to scale your outreach without being spammy, Rob breaks it all down step by step.
If you want to generate consistent, high-quality leads and finally start using LinkedIn the right way, don’t miss this one.
Too many apps. Too much data. Not enough clarity. Sound familiar?
In this episode of Unfiltered & Unstoppable, host Rob Romesburg is joined by Ryan Morrison, co-founder and CEO of SmartData.
Ryan shares how SmartData is transforming scattered client information into powerful, usable insights. Whether you’re running a solo practice or leading a growing firm, this conversation gives you a clear roadmap to tech that actually works for advisors—not against them.
What separates good marketing from marketing that actually converts? In this episode, Rob Romesburg sits down with Carlyn Hosking, VP of Luson Media, for a deep dive into what financial advisors need to understand about authentic branding, video storytelling, and standing out in a saturated market.
In this episode, host Rob Romesburg is joined by David Johnson, Director of Case Central, to unpack the key changes in the bill and what they mean for financial planning. From tax bracket updates and Roth conversion strategies to charitable giving opportunities and estate planning shifts, David breaks it all down in plain English.
Metrics That Matter in Your Financial Business and How to Make Good Decisions Using Data
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