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Joe Schmitz Jr.

Mentioned in 1 analyzed podcast episode across 1 show

Episode Appearances

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 discussing firm growth to $630M AUM in 4 years, hiring 40 staff, and values-based culture

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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