Appears On
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.
“Podcast host conducting interview with Joe Schmitz Jr. about hiring and growth strategies”
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
View AnalysisFinancial Advisor Success · Apr 28, 2026
Ep 487: Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently with Lori Atwood
“Host of Financial Advisor Success Podcast; conducted interview with Lori Atwood”
Advice-only hourly fee business modelsRIA firm structure and scaling strategiesCustom financial planning software development
View AnalysisFinancial Advisor Success · Apr 21, 2026
Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford
“Podcast host conducting interview and providing industry context on RIA scaling challenges”
Scaling advisory firms to $100M+ revenueChief Human Resources Officer (CHRO) hiring and outsourced HR solutionsEquity compensation and long-term incentive plans for employee retention
View Analysis