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Ep 451: Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk

Financial Advisor Success

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Navigating Growth in Financial Advisory

This chapter explores strategies for evolving leadership and hiring processes within a growing financial advisory firm, from a solo practitioner to a team of twenty. It emphasizes the creation of ownership opportunities for team members while maintaining core values and fostering workplace dynamism. Additionally, the speaker reflects on their unconventional journey into financial planning and the importance of personal connections in building a thriving client base.

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