The Well

The Well

By RA MarketingBusinessEntrepreneurship
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The Well episodes

  • Spring Marketing and Process Updates

     

    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!

    34 min
  • First Seminar Insights: Lessons, Wins, and Reflections

    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 career.

    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!

    25 min
  • The Well Season 3 Starts NOW!

    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) delve 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 career.

     

    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!

    21 min
  • FINAL Episode of Season 2 - Big Changes For Season 3...

    Season 2 Episode 19!

     

    Follow Richy Hirtle and Andrew Riis as they take you on an intimate journey into the heart of their financial advisory practice!

     

    In this series, they dive deep into the lessons, triumphs, and challenges they've encountered while building their business, along with their unique insights gained from hosting impactful dinner seminars.

     

    Nothing is held back, this show covers their candid experiences, offering a behind-the-scenes look at what it truly takes to launch and grow a thriving financial advisory practice. From the initial spark of inspiration to the nitty-gritty details of navigating compliance and client relationships, they provide an unfiltered view of the entrepreneurial process.

     

    Each episode is a treasure trove of practical advice, personal anecdotes, and actionable takeaways.

     

    Whether you're an aspiring financial advisor or a business enthusiast, Richy and Andrew's journey will inspire you to approach your own ventures with passion, perseverance, and a commitment to continuous learning!

     

    Visit www.goradigital.com for more info on RA and Stonewood webinars

    28 min
  • 2024 Marketing RECAP

    Season 2 Episode 18!

     

    Follow Richy Hirtle and Andrew Riis as they take you on an intimate journey into the heart of their financial advisory practice!

     

    In this series, they dive deep into the lessons, triumphs, and challenges they've encountered while building their business, along with their unique insights gained from hosting impactful dinner seminars.

     

    Nothing is held back, this show covers their candid experiences, offering a behind-the-scenes look at what it truly takes to launch and grow a thriving financial advisory practice. From the initial spark of inspiration to the nitty-gritty details of navigating compliance and client relationships, they provide an unfiltered view of the entrepreneurial process.

     

    Each episode is a treasure trove of practical advice, personal anecdotes, and actionable takeaways.

     

    Whether you're an aspiring financial advisor or a business enthusiast, Richy and Andrew's journey will inspire you to approach your own ventures with passion, perseverance, and a commitment to continuous learning!

     

    Visit www.goradigital.com for more info on RA and Stonewood webinars

    20 min
  • Seminar Marketing in an Election Year for Financial Advisors

    Season 2 Episode 17!

     

    Follow Richy Hirtle and Andrew Riis as they take you on an intimate journey into the heart of their financial advisory practice!

     

    In this series, they dive deep into the lessons, triumphs, and challenges they've encountered while building their business, along with their unique insights gained from hosting impactful dinner seminars.

     

    Nothing is held back, this show covers their candid experiences, offering a behind-the-scenes look at what it truly takes to launch and grow a thriving financial advisory practice. From the initial spark of inspiration to the nitty-gritty details of navigating compliance and client relationships, they provide an unfiltered view of the entrepreneurial process.

     

    Each episode is a treasure trove of practical advice, personal anecdotes, and actionable takeaways.

     

    Whether you're an aspiring financial advisor or a business enthusiast, Richy and Andrew's journey will inspire you to approach your own ventures with passion, perseverance, and a commitment to continuous learning!

     

    Visit www.goradigital.com for more info on RA and Stonewood webinars

    26 min
  • RAlly for Hope: Noah's Story

    Welcome to Season 2, Episode 16!

     

    In this special episode, Richy and Andrew discuss RA’s new initiative, Rallyforhope.org

     

    Richy’s longtime friend from grade school has a 1-year-old son, Noah, who is bravely battling a rare form of brain cancer. With a long list of treatments and bills stacking up, we are stepping in to help this family give their young boy a fighting chance.

     

    You can also help! From October 21st to November 21st, each order at RA automatically enters you into a raffle to win a free seminar. You can buy as many $50 raffle tickets as you want — 100% of the proceeds will go to Noah to help pay for his treatments.

     

    Let’s make a big difference together. Visit rallyforhope.org now!

     

    "If we build this business and keep all of it to ourselves...we're not doing it right" - Richy

    14 min
  • Summer RECAP

    Season 2 Episode 15!

     

    Follow Richy Hirtle and Andrew Riis as they take you on an intimate journey into the heart of their financial advisory practice!

     

    In this series, they dive deep into the lessons, triumphs, and challenges they've encountered while building their business, along with their unique insights gained from hosting impactful dinner seminars.

     

    Nothing is held back, this show covers their candid experiences, offering a behind-the-scenes look at what it truly takes to launch and grow a thriving financial advisory practice. From the initial spark of inspiration to the nitty-gritty details of navigating compliance and client relationships, they provide an unfiltered view of the entrepreneurial process.

     

    Each episode is a treasure trove of practical advice, personal anecdotes, and actionable takeaways.

     

    Whether you're an aspiring financial advisor or a business enthusiast, Richy and Andrew's journey will inspire you to approach your own ventures with passion, perseverance, and a commitment to continuous learning!

     

    Visit www.goradigital.com for more info on RA and Stonewood webinars

    23 min
  • New Seminar Confirmation Process

    Season 2 Episode 14!

    Follow Richy Hirtle and Andrew Riis as they take you on an intimate journey into the heart of their financial advisory practice! In this series, they dive deep into the lessons, triumphs, and challenges they've encountered while building their business, along with their unique insights gained from hosting impactful dinner seminars.

    Nothing is held back, this show covers their candid experiences, offering a behind-the-scenes look at what it truly takes to launch and grow a thriving financial advisory practice.

    From the initial spark of inspiration to the nitty-gritty details of navigating compliance and client relationships, they provide an unfiltered view of the entrepreneurial process.

    Each episode is a treasure trove of practical advice, personal anecdotes, and actionable takeaways. Whether you're an aspiring financial advisor or a business enthusiast, Richy and Andrew's journey will inspire you to approach your own ventures with passion, perseverance, and a commitment to continuous learning!

    Visit www.goradigital.com for more info on RA and Stonewood webinars

    24 min
  • Team Culture!

    Welcome to Season 2 Episode 13!

     

    Follow Richy Hirtle and Andrew Riis as they take you on an intimate journey into the heart of their financial advisory practice!

     

    In this series, they dive deep into the lessons, triumphs, and challenges they've encountered while building their business, along with their unique insights gained from hosting impactful dinner seminars.

     

    Nothing is held back, this show covers their candid experiences, offering a behind-the-scenes look at what it truly takes to launch and grow a thriving financial advisory practice. From the initial spark of inspiration to the nitty-gritty details of navigating compliance and client relationships, they provide an unfiltered view of the entrepreneurial process.

     

    Each episode is a treasure trove of practical advice, personal anecdotes, and actionable takeaways.

     

    Whether you're an aspiring financial advisor or a business enthusiast, Richy and Andrew's journey will inspire you to approach your own ventures with passion, perseverance, and a commitment to continuous learning!

     

    Visit www.goradigital.com for more info!

    22 min

About The Well

From the publisher's feed

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.…