The Overnight Success That Took 10 Years | Ian Fuller (Westfuller)

Today, we're going in depth with Ian Fuller. Ian is the co-founder and CEO of Westfuller, an independent wealth management firm that manages and advises on over $3 billion for institutions and families that are seeking to align their capital with their mission.

In this episode you’ll learn:

How to build a mission-aligned wealth management firm.
The secret to great partnerships.
How to attract and retain exceptional talent when you don’t yet have an established brand.
What it really takes to build a company from zero, including the years of uncertainty that comes before an “overnight success.”

Timestamps:

00:00 - Introduction

01:05 - From Art History to Finance

03:42 - Why Ian Walked Away from Goldman Sachs

06:44 - From Merrill Lynch to Founding Westfuller

09:47 - The First Iteration Blew Up

11:49 - How Do You Hire Great Talent Without a Big Brand?

14:26 - Can a Company Actually Live Its Values?

16:47 - The Evolution of Impact Investing

19:08 - Investing for Families vs. Institutions

23:08 - Why Most Partnerships Fail

24:43 - The Secret to a Great Partnership

26:20 - Finding an Underserved Market

32:55 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Ian and Westfuller (https://westfulleradvisors.com/team/)

Connect with Ian on LinkedIn (https://www.linkedin.com/in/ian-s-fuller/)

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