EPISODE · Mar 21, 2026
Ep. 40 | Risk Tolerance - The Hidden Divider Between Average and Elite Advisors
from Unfiltered and Unstoppable · host Rob Romesburg
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.
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Ep. 40 | Risk Tolerance - The Hidden Divider Between Average and Elite Advisors
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