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