Episode #780 - Building And Breaking Business Partnerships with Ivan Illan
March 7, 2024
This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council.
At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups.
Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.
This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council.
In this final part, Ivan reflects on the challenges of entering partnerships in financial advisory practices, highlighting issues such as unequal duties and ownership allocations. Ivan highlights the importance of being vigilant in business, especially regarding the hidden agendas of corporate alignments. Drawing from his journey of restructuring his business into an independent entity, Ivan stresses the value of specialized legal advice for proper business structuring.
In this final part, Ivan reflects on the challenges of entering partnerships in financial advisory practices, highlighting issues such as unequal duties and ownership allocations. Ivan highlights the importance of being vigilant in business, especially regarding the hidden agendas of corporate alignments. Drawing from his journey of restructuring his business into an independent entity, Ivan stresses the value of specialized legal advice for proper business structuring.
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