All Episodes
The Well — 35 episodes
الحلقة 19 - قلب غني بلا مال
What Advisors Should Keep and Drop for Marketing in 2026
Getting AI Right in Your Financial Services Business
Turno de tarde 1H (11/12/2025)
Empathy in Financial Advising - with Advisor Kristen Speakman
Don't be Afraid to Make Changes in Your Marketing - Featuring Scott Schuett
Telling Your Unique Story in Your Marketing - Featuring Ed Hochard
Marketing Takeaways from a Top Financial Advisor - Featuring Jesse Abshire
Marketing That Moves the Needle – Featuring Keith (RA Marketing)
El sol sale por el oeste 1H (17/09/2025)
Seminar Marketing for Financial Advisors | Fall 2025 Tips That Work
Be Consistent in Your Marketing
RA Marketing - The TOP Event Marketing Company for Financial Advisors
FINAL Episode of Season 2 - Big Changes For Season 3...
Seminar Marketing in an Election Year for Financial Advisors
Summer RECAP
New Seminar Confirmation Process
Team Culture!
Unlock Fall Marketing Potential: Effective Scheduling Tips
Checking the Boxes - Recommendations for Appointments
Using Retirement Webinars as Another Marketing Arm in Your Practice
How This Whole Thing Started...Richy & Andrew's Backstory
We are Beat Up and Old...First Seminar in 2024 Complete!
Live Audience in Nashville!
انا البحر- شوية
The Reason We Have Found Success in This Industry...
$1.526 Mil From This Seminar BUT Don't Make The Same Mistake We Made
We Completely Changed Our Seminar Presentation
Are Educational Workshops Better Than Dinner Seminars?!
Do Lunch Time Retirement Planning Seminars Work?
New Market, New Office Space, New Us
December Campaign Story
We will NEVER Go To This Restaurant Again...Big Mistake!
First Seminar Campaign is on the Books...How Did it Go?!
Setting the Stage (Pun Intended)