The Advisor Journey
The Advisor Journey
Altruist
Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building
36 minutes Posted May 27, 2025 at 4:00 am.
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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 arti...