The Well

What Advisors Should Keep and Drop for Marketing in 2026


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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.

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The WellBy RA Marketing