1 rich Libsyn https://www.libsyn.com 90 600 How do you scale a financial advisory firm to 40+ staff and $630M AUM in just a few years&amp;nbsp;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.&amp;nbsp; 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.&amp;nbsp; For show notes and more visit: https://www.kitces.com/488&amp;nbsp;&amp;nbsp; Financial Advisor Success https://www.kitces.com/podcast/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/40907750/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/201085585