The Growth Engine Behind Highly Successful Advisory Firms with Joe Schmitz Jr

Episode 160: This week, Kyle Van Pelt talks with Joe Schmitz Jr, Founder and CEO at Peak Retirement Planning. Joe built the firm around a tax-focused, 5 Pillar Approach that helps Midwestern millionaires nationwide grow and protect their wealth. A Certified Kingdom Advisor (CKA®), Joe also helps clients approach retirement with purpose and steward their wealth in alignment with their values.

Joe talks with Kyle about the marketing and talent engine of fast-growing RIAs. He shares why Peak focuses on developing talent internally, how its intensive training programs prepare advisors for real client conversations, and why coaching is such an important part of the firm's culture. Joe also explains how a strong marketing engine has helped Peak expand its reach, define a specific niche, and build trust with prospective clients through YouTube, books, and other content.

In this episode:

(00:00) - Intro

(00:54) - Joe's money moment

(02:09) - Building technical depth and soft skills in young financial advisors

(04:28) - Why Peak focuses on developing talent internally 

(06:10) - Inside Peak's training programs: Peak University and Peak Bootcamp 

(09:40) - How Peak structures its training programs

(14:44) - Why Peak sees itself as a media and marketing company first

(17:10) - How Joe turns marketing knowledge into action 

(19:00) - What YouTube has done for Peak Retirement Planning