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In-house vs. external hiring infrastructure decisions

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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.

Hiring process design and candidate screening for rapid growth Values-based culture building and explicit values communication in hiring Young advisor recruitment and age bias mitigation strategies Content marketing strategy for financial advisors (YouTube, books, speaking)Lead generation and client acquisition cost optimization