Success Profiles Radio

Ivan Illan was the guest on this episode of Success Profiles Radio. Since 1996, Ivan has raised and/or managed over $1 Billion in assets in both senior portfolio manager and institutional sales roles with Fortune 100 companies and startups. He is also the author of two books, including “How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making”. We discussed how money was always a conversation at the dinner table when he was a kid, how he started his financial management company Aligne Financial, what to look for in a financial advisor, and how to do due diligence on a financial advisor you might think of hiring. In addition, we talked about how to discern if your portfolio is performing badly because of the market or because your advisor isn't doing a good job. Finally, we talked about his philosophy of money management, how to know what assets to allocate money to right now, and what has surprised him most about his journey. You can listen and subscribe on Apple Podcast