{"podcast":{"title":"Financial Advisor Success","slug":"financial-advisor-success-1002597","podcast_index_feed_id":1002597,"rss_url":"https://fasuccess.libsyn.com/rss","website_url":"https://www.kitces.com/podcast/","image_url":"https://static.libsyn.com/p/assets/9/c/f/5/9cf5890398ef9d2d/Kitces_Podcast_Logo_-_UPDATED_-_LARGE.png","author":"Michael Kitces","episode_count":507,"summary":"The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.","last_synced_at":"2026-09-16T02:19:49.350372+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597"},"episode":{"title":"Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.","slug":"ep-488-bringing-hiring-in-house-to-support-rapid-growth-after-doubling-aum-to-600m-in-one-year-with-joe-schmitz-jr","published_at":"2026-05-05T11:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-488-bringing-hiring-in-house-to-support-rapid-growth-after-doubling-aum-to-600m-in-one-year-with-joe-schmitz-jr","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-488-bringing-hiring-in-house-to-support-rapid-growth-after-doubling-aum-to-600m-in-one-year-with-joe-schmitz-jr","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS488.final.mp3?dest-id=395010","summary":"How do you scale a financial advisory firm to 40+ staff and $630M AUM in just a few years without breaking your hiring, culture, or client experience? In this episode, you'll hear about the hiring and marketing strategies fueling this kind of growth and how being open about a firm's values can lead to greater retention of both clients and team members. Joe Schmitz Jr. is the founder of Peak Retirement Planning, a hybrid advisory firm based in Columbus, Ohio, that oversees $630 million in assets under management for approximately 1,000 client households. He joins the show today to share how he built a high-performance hiring engine that attracted over 5,000 applicants in a single year and turned them into a values -aligned, growth-focused team. He also talks about how his firm uses a structured, tech-enabled hiring process to identify the right people, why recruiting straight from colleges has been a competitive advantage, and how engaging in multiple synergistic marketing tactics has led to the strong flow of prospects his firm receives. For show notes and more visit: https://www.kitces.com/488","meta_description":"How do you scale a financial advisory firm to 40+ staff and $630M AUM in just a few years without breaking your hiring, culture, or client experience? In…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5400,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-488-bringing-hiring-in-house-to-support-rapid-growth-after-doubling-aum-to-600m-in-one-year-with-joe-schmitz-jr/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-488-bringing-hiring-in-house-to-support-rapid-growth-after-doubling-aum-to-600m-in-one-year-with-joe-schmitz-jr.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}