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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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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.

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