Working a profitable advisory agency takes greater than nice shopper service – it additionally means studying methods to lead a group and construct infrastructure to assist development. This episode explores how growing management abilities, hiring deliberately, and leaning into private values can lay the muse for a thriving, mission-driven enterprise.
Maggie Kulyk is the founding father of Chicory Wealth, an RIA based mostly in Decatur, Georgia, that operates just about and oversees $760 million in AUM for 480 households.
Pay attention in as Maggie shares how she grew from a self-described “horrible” supervisor right into a visionary chief by making key hires with complementary strengths to her personal, delegating correctly, and growing a powerful management group. We focus on how her agency finds and trains homegrown advisors aligned with its values, how Maggie structured an inside possession monitor for future successors, and why breaking away from a broker-dealer and going fee-only was the appropriate transfer for her long-term imaginative and prescient.
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