The Well

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.

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.

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.

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.

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.

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.

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!

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!

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!

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!