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Episode #780 - Building And Breaking Business Partnerships with Ivan Illan
Episode #780 - Building And Breaking Business Partnerships with Ivan Illan
ratings:
Length:
10 minutes
Released:
Mar 7, 2024
Format:
Podcast episode
Description
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.
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.
Released:
Mar 7, 2024
Format:
Podcast episode
Titles in the series (100)
Episode 3: Winners are Students with Primerica CEO, Glenn Williams: CEO and powerful leader, Glenn Williams, shares his insights on the characteristics and habits of success—and how you can continue to improve your life in the new year. Winners are learners—and as a student of success, it’s your job to... by Million Dollar Mastermind with Larry Weidel