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  • Ep. 31 | The Retirement Risks Advisors Underestimate — and Why Clients Don’t Act Until It’s Too Late

    Ep. 31 | The Retirement Risks Advisors Underestimate — and Why Clients Don’t Act Until It’s Too Late
    Jan 17 2026
    Why do so many retirement plans look solid on paper but still fail in real life? In this episode of Unfiltered & Unstoppable, Rob Romesburg breaks down the biggest retirement risks advisors consistently underestimate and the real reason clients delay taking action until it’s almost too late. This is a raw conversation about human behavior, blind spots in retirement planning, and the disconnect between what advisors know and what clients actually do. Rob dives into the silent threats that derail retirement outcomes like sequence of returns risk, inflation, longevity, healthcare costs, and behavioral paralysis. More importantly, he explains why clients often ignore these risks even when they understand them and how advisors can change the conversation to drive urgency without fear-based selling. If you work with pre-retirees or retirees and want to improve client engagement, decision-making, and long-term outcomes, this episode is a must-listen.
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  • Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later?

    Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later?
    Jan 10 2026
    Host Rob Romesburg is joined by Tim Brown to break down why succession planning for advisors cannot wait. They explore why succession planning is more than an exit strategy, how it protects clients and team members, and the role it plays in building long-term practice value.
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  • Ep. 29 | Why Beneficiary Forms Fail and the Mistakes That Cost Clients Millions

    Ep. 29 | Why Beneficiary Forms Fail and the Mistakes That Cost Clients Millions
    Jan 3 2026
    Most beneficiary forms are filled out once and never touched again. That is where the real risk lives. In this clip from the Unfiltered & Unstoppable Podcast, we unpack why outdated beneficiary designations are one of the most common estate planning mistakes. Life changes like marriage, divorce, kids, businesses, trusts, and tax laws keep moving forward, but beneficiary forms often stay frozen in time. What was once the right decision can quietly become the wrong one. This conversation is a wake-up call for advisors and clients alike to revisit beneficiary forms before small oversights turn into major financial consequences.
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  • Ep. 28 | Hiring Your First or Next Team Member: What Advisors Get Wrong

    Ep. 28 | Hiring Your First or Next Team Member: What Advisors Get Wrong
    Dec 27 2025
    Rob Romesburg and Gretchen Beatty break down the real reasons advisors get stuck, how to remove the biggest bottlenecks in your practice, and what role to hire to reclaim your time and accelerate growth. You’ll learn how to recognize when you’re at capacity, the three types of hires every firm eventually needs, and why the first 90 days can make or break a new team member.
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  • Ep. 27 | Client Segmentation: Serve the Right People the Right Way

    Ep. 27 | Client Segmentation: Serve the Right People the Right Way
    Dec 20 2025
    Rob Romesburg sits down with Brian Lucius, Chief Distribution Officer at Gradient Financial Group, to break down how client segmentation can transform your advisory practice. Brian shares practical strategies to help you serve the right people the right way, increase capacity, and create a more consistent client experience.
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  • Ep. 26 | Creating Ongoing Education That Keeps Clients Engaged

    Ep. 26 | Creating Ongoing Education That Keeps Clients Engaged
    Dec 13 2025
    What if your clients stayed engaged year-round without you having to chase them? Rob Romesburg breaks down how to create ongoing client education that actually deepens trust, increases retention, and drives more referrals. You’ll learn why traditional newsletters fall flat, how to build a simple monthly and quarterly education rhythm, and how to integrate educational touchpoints directly into your existing review process.
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  • Ep. 25 | Turning Educational Webinars into Prospect Magnets

    Ep. 25 | Turning Educational Webinars into Prospect Magnets
    Dec 6 2025
    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.
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  • Ep. 24 | Creating an Onboarding Experience That Wows

    Ep. 24 | Creating an Onboarding Experience That Wows
    Nov 29 2025
    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.
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