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
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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/)