RA Marketing

The Well

Business EN ↓ 43 episodes

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 marketin...

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RA Marketing

Episodes

6 Questions Financial Advisors Need to Ask Prospects & Clients 09.05.2024 36:03

Welcome to Season 2 Episode 7! 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 cov...

Using Retirement Webinars as Another Marketing Arm in Your Practice 25.04.2024 34:40

Welcome to Season 2 Episode 6! 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 cov...

How This Whole Thing Started...Richy & Andrew's Backstory 11.04.2024 31:34

Welcome to Season 2 Episode 5! 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 cov...

We are Beat Up and Old...First Seminar in 2024 Complete! 28.03.2024 29:16

Welcome to Season 2 Episode 4! 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 cov...

The Do's and Don'ts for Financial Advisors at Industry Events 14.03.2024 14:29

Welcome to Season 2 Episode 3! 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 cov...

Live Audience in Nashville! 29.02.2024 49:59

Welcome to Season 2 Episode 2! 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 cov...

SEASON 2! - We Lost $1.25 Million In Written FIA's To Start 2024 PLUS Don't Be Sketchy... 15.02.2024 37:53

Welcome to Season 2 Episode 1! 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 cov...

Season 1 Recap & Our Favorite Sneakers! 01.02.2024 34:32

Welcome to Episode 11 - the last episode in Season One! 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...

The Reason We Have Found Success in This Industry... 18.01.2024 39:10

Welcome to 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 thei...

$1.526 Mil From This Seminar BUT Don't Make The Same Mistake We Made 04.01.2024 32:00

Check out the first installment of our new series, Seminar OpeRAtions! Richy and Andrew go through planning their retirement dinner seminars and all of the work that goes into finding a venue, planning the event, and hosting the event. Nothing is held back and we take you along for every step of the way!

We Completely Changed Our Seminar Presentation 14.12.2023 39:57

Welcome to 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 their...

Are Educational Workshops Better Than Dinner Seminars?! 30.11.2023 32:32

Welcome to Episode 7! 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...

Do Lunch Time Retirement Planning Seminars Work? 09.11.2023 26:45

Welcome to Episode 6! 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...

New Market, New Office Space, New Us 26.10.2023 30:57

Welcome to Episode 5! 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 the...

December Campaign Story 12.10.2023 26:36

Welcome to Episode 4! 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...

We will NEVER Go To This Restaurant Again...Big Mistake! 28.09.2023 27:09

IN THIS EPISODE, Richy and Andrew discuss their first 2 seminar events they have ever run for themselves. Before even getting licensed, they bet on themselves and hit the green button. Discover the plan for this campaign, how it went, and the lessons learned (there were a ton!).

First Seminar Campaign is on the Books...How Did it Go?! 14.09.2023 32:38

In this episode, Richy and Andrew discuss their first event as financial advisors. After running marketing campaigns for thousands of financial planning seminars, it's their turn. Hear about the plan, how it went and the lessons they learned from this October 2022 event.

Setting the Stage (Pun Intended) 22.08.2023 20:00

In this Episode, Richy and Andrew discuss their motivation behind their decision to get licensed and start running seminar events of their own. To this point, they are marketed for over 5,000 live events, but never one of their own...that's all about to change...