
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
00:00
Transforming Tax Challenges into Growth
This chapter explores the integration of a seasonal tax business into a year-round advisory firm, highlighting the decision to hire a dedicated tax accountant to improve efficiency and client relationships. It also reflects on the motivations for leaving a long-time position at Ameriprise to establish Chicory Wealth, driven by a desire for ethical investment practices and personal growth after a significant loss.
Transcript
Play full episode