Episode 49: How to Improve Your Fact Finding Process for Better Recommendations

Are your client meetings uncovering the full story, or just filling in the blanks? In Episode 49 of Unfiltered & Unstoppable, Rob Romesburg shares how financial advisors can improve their fact-finding process to make better recommendations, build stronger trust, and create a more meaningful client experience. You’ll learn the difference between collecting data and truly understanding a client, plus how better questions can uncover values, emotions, goals, and the real story behind each financial decision.