The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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Ivan Illan Discusses How To Pick The Right Financial Advisor For You
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Manage episode 404057155 series 1320447
Content provided by Brian K Wright. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian K Wright or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 Podcasts/iTunes. You can also listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts (toginet.com)
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571 episodes
MP3•Episode home
Manage episode 404057155 series 1320447
Content provided by Brian K Wright. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian K Wright or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 Podcasts/iTunes. You can also listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts (toginet.com)
…
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571 episodes
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