Ep. 21 | The Five Magic Questions: How to Unlock Values, Goals, and Deeper Client Conversations
Update: 2025-11-08
Description
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.
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.
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