{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 488: Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year with Joe Schmitz Jr.","description":" 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;  ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"<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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/201085585"}