Richy Hirtle and Andrew Riis host The Well where two of the industry's top market and financial advisory experts dive deep into the intersection of digital marketing and financial advisory. Join us as we explore the unique perspectives of two industry-leading digital marketers who have seamlessly transitioned into running their own successful financial advisory practice. In each episode, Richy and Andrew bring their wealth of experience and expertise to the forefront, offering engaging discussions that bridge the gap between these two dynamic fields. From dissecting the latest digital marketing trends to unraveling the complexities of financial planning and event marketing, they provide valuable insights that cater to both beginners and seasoned professionals. Get ready to uncover the strategies that have propelled Richy and Andrew to the top of their respective industries. With a finger on the pulse of marketing innovation and a deep understanding of financial intricacies, they offer listeners a holistic view of how these disciplines can intersect to create unique opportunities and solutions. Whether you're a marketing enthusiast intrigued by the world of finance or a financial advisor curious about the digital landscape, "The Well" has something for you. Join us as we dive into captivating conversations, share real-world examples, and provide actionable takeaways that will inspire, educate, and empower you to navigate the evolving landscape of digital marketing and financial advisory. Tune in to "The Well" and join Richy Hirtle and Andrew Riis as they blend their expertise, insights, and stories, delivering an enriching podcast experience that promises to broaden your horizons and leave you well-informed for the digital and financial journey ahead.
Listen to episodes
43 recent
January 29, 2026Episode 140 min
What Advisors Should Keep and Drop for Marketing in 2026
Season 4 Episode 1 - Richy Hirtle and Andrew Riis start another season of "The Well with RA," where financial advisory expertise meets real-world insights and experiences. In this episode, Richy (owner of Plan Wise Wealth Group RIA) and Andrew (owner of FIT Wealth Group) recap on their 2025 marketing strategies and outline plans for 2026. Hear what is and isn't working for independent financial advisors from two expert marketers-turn-advisors in this episode.
December 18, 2025Episode 1230 min
Getting AI Right in Your Financial Services Business
Richy & Andrew discuss some of their top choices for AI tools to implement in your financial services business. Including best practices and some pitfalls to implementing these kinds of tools in your business.
November 6, 2025Episode 1140 min
Empathy in Financial Advising - with Advisor Kristen Speakman
In this conversation, Kristen Speakman shares her journey from healthcare to financial advising, emphasizing the importance of empathy and personal connection in her work. She discusses her motivations for entering the industry, the significance of seminars in engaging clients, and the role of digital marketing in acquiring new clients. Kristen also highlights the importance of building trust and integrity in business, offering valuable advice for new advisors on mentorship and client interaction.
October 30, 2025Episode 1047 min
Don't be Afraid to Make Changes in Your Marketing - Featuring Scott Schuett
In this episode, Richy and Andrew review an interview between Keith and one of RA's marketing clients Scott Schuett. Scott shares his journey in the financial advisory industry, discussing his growth, marketing strategies, and the importance of client engagement. He emphasizes the shift in marketing approaches post-COVID, the effectiveness of hybrid marketing, and the unique presentation techniques he employs during seminars. Scott also highlights the significance of building strong partnerships with marketing firms and outlines his future goals for business expansion.
October 23, 2025Episode 941 min
Telling Your Unique Story in Your Marketing - Featuring Ed Hochard
Keith of RA marketing interviews Ed Hochard, a seasoned financial advisor and cancer survivor, who shares his remarkable journey from a terminal cancer diagnosis to recovery. Ed discusses the integration of health and wealth in his financial practice, emphasizing the importance of holistic approaches to client care. He highlights successful marketing strategies, including a mega event that attracted significant attendance and generated substantial business. Ed offers valuable advice for financial advisors on commitment, marketing, and the importance of personal storytelling in building client relationships.. Hosts Richy and Andrew review this interview and add their reactions and insights as well.
October 16, 2025Episode 846 min
Marketing Takeaways from a Top Financial Advisor - Featuring Jesse Abshire
In this episode, Richy and Andrew review an interview between Keith and financial advisor Jesse Abshire. Jesse shares how he runs successful seminars, emphasizing the importance of building trust and adapting to client needs. Discover how Jesse's unique methods and insights can transform your financial advising practice. Hosts Richy and Andrew share their perspectives on reflections on the tips Jesse shares through the lens of their own financial practices as well.
October 2, 2025Episode 728 min
Marketing That Moves the Needle – Featuring Keith (RA Marketing)
Season 3 Episode 7 - Join Richy Hirtle and Andrew Riis as they embark on another season of "The Well with RA," where financial advisory expertise meets real-world insights and experiences. In Season 3, Richy (owner of Plan Wise Wealth Group RIA) and Andrew (owner of FIT Wealth Group) dive even deeper into the intricacies of the financial advisory landscape, sharing more personal stories, industry secrets, and invaluable lessons learned along the way. This season, expect engaging discussions on emerging trends, innovative strategies, and practical tips for navigating the ever-evolving financial world. From hosting impactful dinner seminars to overcoming unique challenges, Richy and Andrew continue to offer a behind-the-scenes look at what it takes to build and sustain a successful financial advisory practice. With their unfiltered approach, they provide an honest and transparent view of the highs and lows of their journey. Each episode is packed with actionable takeaways, insightful advice, and a wealth of knowledge that will inspire and empower financial advisors at every stage of their careers. Whether you're a seasoned professional or just starting out, "The Well with RA" Season 3 promises to be your go-to source for motivation, education, and a touch of humor to keep you entertained. Tune in and let's elevate our practices together!
August 29, 2025Episode 638 min
Seminar Marketing for Financial Advisors | Fall 2025 Tips That Work
Season 3 Episode 6 - Join Richy Hirtle and Andrew Riis as they embark on another season of "The Well with RA," where financial advisory expertise meets real-world insights and experiences.In Season 3, Richy (owner of Plan Wise Wealth Group RIA) and Andrew (owner of FIT Wealth Group) dive even deeper into the intricacies of the financial advisory landscape, sharing more personal stories, industry secrets, and invaluable lessons learned along the way.This season, expect engaging discussions on emerging trends, innovative strategies, and practical tips for navigating the ever-evolving financial world. From hosting impactful dinner seminars to overcoming unique challenges, Richy and Andrew continue to offer a behind-the-scenes look at what it takes to build and sustain a successful financial advisory practice. With their unfiltered approach, they provide an honest and transparent view of the highs and lows of their journey.Each episode is packed with actionable takeaways, insightful advice, and a wealth of knowledge that will inspire and empower financial advisors at every stage of their careers. Whether you're a seasoned professional or just starting out, "The Well with RA" Season 3 promises to be your go-to source for motivation, education, and a touch of humor to keep you entertained.Tune in and let's elevate our practices together!
July 10, 2025Episode 525 min
Be Consistent in Your Marketing
Join Richy Hirtle and Andrew Riis as they embark on another season of "The Well with RA," where financial advisory expertise meets real-world insights and experiences. In Season 3, Richy (owner of Plan Wise Wealth Group RIA) and Andrew (owner of FIT Wealth Group) dive even deeper into the intricacies of the financial advisory landscape, sharing more personal stories, industry secrets, and invaluable lessons learned along the way. This season, expect engaging discussions on emerging trends, innovative strategies, and practical tips for navigating the ever-evolving financial world. From hosting impactful dinner seminars to overcoming unique challenges, Richy and Andrew continue to offer a behind-the-scenes look at what it takes to build and sustain a successful financial advisory practice. With their unfiltered approach, they provide an honest and transparent view of the highs and lows of their journey. Each episode is packed with actionable takeaways, insightful advice, and a wealth of knowledge that will inspire and empower financial advisors at every stage of their careers. Whether you're a seasoned professional or just starting out, "The Well with RA" Season 3 promises to be your go-to source for motivation, education, and a touch of humor to keep you entertained. Tune in and let's elevate our practices together!
April 24, 2025Episode 422 min
RA Marketing - The TOP Event Marketing Company for Financial Advisors
Join Richy Hirtle and Andrew Riis as they embark on another season of "The Well with RA," where financial advisory expertise meets real-world insights and experiences. In Season 3, Richy (owner of Plan Wise Wealth Group RIA) and Andrew (owner of FIT Wealth Group) dive even deeper into the intricacies of the financial advisory landscape, sharing more personal stories, industry secrets, and invaluable lessons learned along the way. This season, expect engaging discussions on emerging trends, innovative strategies, and practical tips for navigating the ever-evolving financial world. From hosting impactful dinner seminars to overcoming unique challenges, Richy and Andrew continue to offer a behind-the-scenes look at what it takes to build and sustain a successful financial advisory practice. With their unfiltered approach, they provide an honest and transparent view of the highs and lows of their journey. Each episode is packed with actionable takeaways, insightful advice, and a wealth of knowledge that will inspire and empower financial advisors at every stage of their careers. Whether you're a seasoned professional or just starting out, "The Well with RA" Season 3 promises to be your go-to source for motivation, education, and a touch of humor to keep you entertained. Tune in and let's elevate our practice together!
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