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Peak Retirement Planning

Mentioned in 1 analyzed podcast episode across 1 show

Mentioned On

Financial Advisor Success

Episode Mentions

Financial Advisor Success

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.

“Guest's advisory firm; $630M AUM, 40 staff, 1,000+ clients; case study for rapid growth and hiring”

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