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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.
| Episode | Date |
|---|---|
|
What Advisors Should Keep and Drop for Marketing in 2026
|
Jan 29, 2026 |
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Getting AI Right in Your Financial Services Business
|
Dec 18, 2025 |
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Empathy in Financial Advising - with Advisor Kristen Speakman
|
Nov 06, 2025 |
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Don't be Afraid to Make Changes in Your Marketing - Featuring Scott Schuett
|
Oct 30, 2025 |
|
Telling Your Unique Story in Your Marketing - Featuring Ed Hochard
|
Oct 23, 2025 |
|
Marketing Takeaways from a Top Financial Advisor - Featuring Jesse Abshire
|
Oct 16, 2025 |
|
Marketing That Moves the Needle – Featuring Keith (RA Marketing)
|
Oct 02, 2025 |
|
Seminar Marketing for Financial Advisors | Fall 2025 Tips That Work
|
Aug 29, 2025 |
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Be Consistent in Your Marketing
|
Jul 10, 2025 |
|
RA Marketing - The TOP Event Marketing Company for Financial Advisors
|
Apr 24, 2025 |
|
Spring Marketing and Process Updates
|
Apr 03, 2025 |
|
First Seminar Insights: Lessons, Wins, and Reflections
|
Mar 13, 2025 |
|
The Well Season 3 Starts NOW!
|
Feb 27, 2025 |
|
FINAL Episode of Season 2 - Big Changes For Season 3...
|
Feb 13, 2025 |
|
2024 Marketing RECAP
|
Jan 16, 2025 |
|
Seminar Marketing in an Election Year for Financial Advisors
|
Dec 12, 2024 |
|
RAlly for Hope: Noah's Story
|
Oct 24, 2024 |
|
Summer RECAP
|
Sep 26, 2024 |
|
New Seminar Confirmation Process
|
Sep 12, 2024 |
|
Team Culture!
|
Aug 29, 2024 |
|
Unlock Fall Marketing Potential: Effective Scheduling Tips
|
Aug 15, 2024 |
|
Checking the Boxes - Recommendations for Appointments
|
Jul 11, 2024 |
|
How to Structure Your Recommendation Appointments (Presentation Included!)
|
Jun 20, 2024 |
|
Increase Your Closing Ratio by Running Your 1st Appointments Like This...
|
Jun 06, 2024 |
|
Closing with Confidence: Essential Tips for Financial Advisors
|
May 23, 2024 |
|
6 Questions Financial Advisors Need to Ask Prospects & Clients
|
May 09, 2024 |
|
Using Retirement Webinars as Another Marketing Arm in Your Practice
|
Apr 25, 2024 |
|
How This Whole Thing Started...Richy & Andrew's Backstory
|
Apr 11, 2024 |
|
We are Beat Up and Old...First Seminar in 2024 Complete!
|
Mar 28, 2024 |
|
The Do's and Don'ts for Financial Advisors at Industry Events
|
Mar 14, 2024 |
|
Live Audience in Nashville!
|
Feb 29, 2024 |
|
SEASON 2! - We Lost $1.25 Million In Written FIA's To Start 2024 PLUS Don't Be Sketchy...
|
Feb 15, 2024 |
|
Season 1 Recap & Our Favorite Sneakers!
|
Feb 01, 2024 |
|
The Reason We Have Found Success in This Industry...
|
Jan 18, 2024 |
|
$1.526 Mil From This Seminar BUT Don't Make The Same Mistake We Made
|
Jan 04, 2024 |
|
We Completely Changed Our Seminar Presentation
|
Dec 14, 2023 |
|
Are Educational Workshops Better Than Dinner Seminars?!
|
Nov 30, 2023 |
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Do Lunch Time Retirement Planning Seminars Work?
|
Nov 09, 2023 |
|
New Market, New Office Space, New Us
|
Oct 26, 2023 |
|
December Campaign Story
|
Oct 12, 2023 |
|
We will NEVER Go To This Restaurant Again...Big Mistake!
|
Sep 28, 2023 |
|
First Seminar Campaign is on the Books...How Did it Go?!
|
Sep 14, 2023 |
|
Setting the Stage (Pun Intended)
|
Aug 22, 2023 |