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About Ivan M. Illan
Since 1996, I've raised and managed over $1Billion Assets Under Management, in both senior portfolio manager and institutional sales roles with Fortune 100 companies and startups. Since 2005, I've been the Founder & Chief Investment Officer at a nationally recognized, Los Angeles-based boutique wealth advisory firm with over $350Million AUM/AUA, serving retail and institutional clients from Hollywood to Wall Street.
My bestselling second book, "Success as a Financial Advisor For Dummies" (©️2018, John Wiley & Sons), is a must-have reference and manual for anyone seeking a successful financial career or life. My first book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making" (©️2015, iUniverse), was critically-acclaimed by The Washington Post.
I'm also a Founding Member of CFA Society Los Angeles Wealth Management League; and, a frequent contributor to Forbes and other business media on capital markets, economics and financial career topics.
Awards & Recognition: Official Member of Forbes Finance Council (2016-20); Financial Times Top Financial Adviser (2016); Five Star Wealth Manager (2018-20); Investopedia Premier Advisor (2016); Inc. 5000 Honoree (2019); InvestmentNews Excellence in Diversity & Inclusion "See It, Be It" Role Model Award (2019); Financial Times 500 Americas' Fastest Growing Companies (2020)
Education: B.A. Philosophy, B.S. Finance from Boston College; Accredited Investment Fiduciary (AIF®️); Certified Fund Specialist (CFS®️); Member, CFA Institute; Member, American Economic Association
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A must-have reference for financial advisors
In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway.
Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more.
- Master the seven core competencies
- Attract and win new business
- Pick the right clients
- Benchmark your performance
- Start your own firm
Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.
Youve worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions.
Ivan M. Illn, a longtime financial advisor to high net worth families, walks you through ten simple questions to ask your current advisor to determine if he or she should stay on the job, and so you can hire the best qualified person on the first try.
Once you know what type of responses are best, youll be able to
uncover hidden conflicts of interest;
determine what motivates an advisor;
evaluate an advisors intelligence; and
develop a method to evaluate performance.
While there are many benefits to having an expert manage money, its essential to pick the right person to preserve and grow wealth. Get the critical guidance you need in How to Hire (or Fire) Your Financial Advisor.