Financial Advisor Success Ep 451: Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk
Aug 19, 2025
Maggie Kulyk, founder of Chicory Wealth, shares her journey from a self-proclaimed 'terrible' manager to a visionary leader overseeing $760 million in AUM. She discusses evolving leadership styles and intentional hiring as her firm grew from one to over twenty members. Maggie emphasizes the importance of aligning team values, creating ownership opportunities, and integrating social consciousness into investing. Her personal experiences, including a transformative loss, highlight the significance of authentic relationships in both client and team dynamics.
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Start Recruiting Clients Before Licensing
- Start networking before you're licensed; tell people you plan to become an advisor and ask for introductions.
- Early outreach turns acquaintances into early clients when timing and need align.
Fast First Clients From Your Network
- Maggie landed 30 clients in her first 30 days by calling people in her network and offering help during a crisis market moment.
- Many early clients were friends or colleagues and a handful remain with her today.
The Hire That Changed Everything
- Hiring Mary, a systematic CPA-type, transformed Maggie's messy solo practice into an organized operation and enabled client transitions.
- That hire created space for hiring and training homegrown younger advisors like Jacob and Daniel.