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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 In-house vs. external hiring infrastructure decisions Content marketing strategy for financial advisors (YouTube, books, speaking)