The Well
by RA Marketing
What Advisors Should Keep and Drop for Marketing in 2026
About this podcast
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.
Episodes
The newest 20 of 43 episodes
- What Advisors Should Keep and Drop for Marketing in 2026 · 40 min · Season 4 Episode 1Season 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…
- Getting AI Right in Your Financial Services Business · 30 min · Season 3 Episode 12Richy & 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…
- Empathy in Financial Advising - with Advisor Kristen Speakman · 41 min · Season 3 Episode 11In this conversation, Kristen Speakman shares her journey from healthcare to financial advising, emphasizing the importance of empathy and personal connection in her work. She…
- Don't be Afraid to Make Changes in Your Marketing - Featuring Scott Schuett · 48 min · Season 3 Episode 10In 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…
- Telling Your Unique Story in Your Marketing - Featuring Ed Hochard · 41 min · Season 3 Episode 9Keith 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…
- Marketing Takeaways from a Top Financial Advisor - Featuring Jesse Abshire · 46 min · Season 3 Episode 8In 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…
- Marketing That Moves the Needle – Featuring Keith (RA Marketing) · 28 min · Season 3 Episode 7Season 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…
- Seminar Marketing for Financial Advisors | Fall 2025 Tips That Work · 38 min · Season 3 Episode 6Season 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…
- Be Consistent in Your Marketing · 25 min · Season 3 Episode 5Join 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…
- RA Marketing - The TOP Event Marketing Company for Financial Advisors · 22 min · Season 3 Episode 4Join 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…
- Spring Marketing and Process Updates · 33 min · Season 3 Episode 3Join 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…
- First Seminar Insights: Lessons, Wins, and Reflections · 25 min · Season 3 Episode 2Join 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…
- The Well Season 3 Starts NOW! · 21 min · Season 3 Episode 1Join 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…
- FINAL Episode of Season 2 - Big Changes For Season 3... · 27 min · Season 2 Episode 19Season 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…
- 2024 Marketing RECAP · 19 min · Season 2 Episode 18Season 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…
- Seminar Marketing in an Election Year for Financial Advisors · 26 min · Season 2 Episode 17Season 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…
- RAlly for Hope: Noah's Story · 14 min · Season 2 Episode 16Welcome 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…
- Summer RECAP · 22 min · Season 2 Episode 15Season 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…
- New Seminar Confirmation Process · 24 min · Season 2 Episode 14Season 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…
- Team Culture! · 22 min · Season 2 Episode 13Welcome 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…







