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.
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