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Episode Appearances
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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