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Financial Advisor Success

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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.

“Public speaking organization where Peak requires young advisors to develop communication skills”

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