Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building
Автор: Altruist
Загружено: 2025-05-28
Просмотров: 1044
Описание:
Joe Schmitz joins The Advisor Journey to reveal how he's built Peak Retirement Planning from a solo practice to a firm with nearly 60 team members in just three years, growing to $300 million in assets under management.
Joe shares his laser-focused approach to serving "Midwestern Millionaires" – clients with $1-10 million in assets who embody the hardworking, frugal values he grew up with in rural Ohio. His multi-channel marketing strategy through YouTube, workshops, books, and Kiplinger articles now generates over 40 qualified prospects weekly.
The conversation explores Peak's extreme hiring standards (just 9 hires from 2,600 applicants last year), their collaborative client service model, and Joe's mission to disrupt traditional retirement planning by providing comprehensive service beyond the typical investment-only or insurance-only approach.
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