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Financial Advisor Success · May 5, 2026
Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.
“Christian university where Joe speaks to recruit financial planning students and build employer brand”
Hiring process design and candidate screening for rapid growthValues-based culture building and explicit values communication in hiringYoung advisor recruitment and age bias mitigation strategies
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