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 ad...

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...

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 technique...

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 attract...

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 Je...

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, industr...

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...

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 invaluab...

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 invalu...

  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 invalu...

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 invaluab...

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 inval...

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...

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...

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...

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...

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...

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...

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 s...

Season 2 Episode 12!   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...

Season 2 Episode 11! 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...

Season 2 Episode 10! 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...

Season 2 Episode 9! 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 c...

Season 2 Episode 8!   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 t...