))
Ep 451: Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on September 18, 2025 03:58 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 501243040 series 3564854
Running a successful advisory firm takes more than great client service - it also means learning how to lead a team and build infrastructure to support growth. This episode explores how developing leadership skills, hiring intentionally, and leaning into personal values can lay the foundation for a thriving, mission-driven business.
Maggie Kulyk is the founder of Chicory Wealth, an RIA based in Decatur, Georgia, that operates virtually and oversees $760 million in AUM for 480 households.
Listen in as Maggie shares how she grew from a self-described “terrible” manager into a visionary leader by making key hires with complementary strengths to her own, delegating wisely, and developing a strong leadership team. We discuss how her firm finds and trains homegrown advisors aligned with its values, how Maggie structured an internal ownership track for future successors, and why breaking away from a broker-dealer and going fee-only was the right move for her long-term vision.
For show notes and more visit: https://www.kitces.com/451
455 episodes
Share
