What Advisors Should Keep and Drop for Marketing in 2026

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.

Tweet Share

Email

Previous episode

Getting AI Right in Your Financial Services Business

About The Well

A podcast by RA Marketing

Richy and Andrew of RA Marketing discuss digital marketing and seminar best practices for Financial Advisors.

Check out all the episodes of The Well

Episode comments

Subscribers 1

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

What do you think about this episode? Leave a comment!

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

• Insert image from URL

×

• Desktop
• Tablet
• Phone

• Add your comment