How Ian Filippini is Changing The Face of Financial Advising

NEW YORK, NY / ACCESSWIRE / January 25, 2019 / It's safe to say that most, if not all, know that success doesn't just happen. Although it looks pretty when achieved, there's a whole lot of late nights, early mornings, consistent action, undying determination, and a whole lot of grit that takes place behind the scenes. Success is earned, and Ian Filippini deserves every bit of the success he has.

Ian grew up in Pebble Beach, California, and lived a childhood like many kids do. He played sports growing up, and at the age of 12, began to learn the art of golfing. Although he enjoyed the activity, Ian accepted that sports were not his calling, and he soon realized that what came naturally to him was understanding computers and staying up-to-date with the changes in technology; that's where Ian's journey to prosperity started.

When Ian was in high school, he was blessed with the opportunity to work full-time for his Father, a very successful man in the finance industry. Although an education was valuable in some ways, Ian quickly realized that the lessons he was learning from his Father, working in the real world, far outweighed any hypothetical situation presented in a classroom.

By the time Ian turned 19, he had already accomplished a handful of things that it takes others a lifetime to do; he had passed the Series 7 to become a stockbroker, as well as an examination to become a licensed California Life and Health insurance agent, and if that wasn't enough already, he also added becoming a Registered Tax Preparer to his repertoire. At age 22, Ian added Real Estate to his arsenal by obtaining his Real Estate license through the California Department of Real Estate.

As Ian's years progressed, so did his resume and achievements. For more than the past 18 years, Ian has been working in the financial services business, utilizing his licensure in insurance, investments, and real estate, as well as his registration as a tax preparer. His dedication to learning and growing in these areas emphasizes his desire to help clients, near and far with varying backgrounds, identify and implement plans to accomplish their goals.

The credentials Ian has behind his name definitely make him one of the best in the industry, however, what sets him apart from the rest is his unwavering commitment to provide the best and most value to his clients. Ian believes that by having such a well-rounded background in multiple departments (investing, wealth management, taxes, real estate, insurance, etc.), he is better able to service his clients' needs. "By offering everything, I don't ever have to sell anything," Ian says. "Each license is like having another piece of the puzzle - if an advisor is missing puzzle pieces (licenses) - how are they ever going to be able to see the big picture?"

With so many avenues and licenses one can take and obtain in the finance/wealth management industry, it can get difficult to know which route to take and how to best optimize your time and energy. We asked Ian what tips he had for those who may be in that boat, and these are his top 5 pieces of advice:

  1. Guide clients as they determine what the "value of wealth' is for them. Figure out why they have worked so hard all their lives. What was their ultimate goal? To travel? Spend time with family? Do anything they wanted or nothing at all?

  2. Maintain an extreme level of attention to detail to both protect clients, as well as help them understand their options. Very few people, advisors included, look at the details. Drill down on the specifics of every investment. Things are not black and white.
    A detail-oriented advisor can also help clients understand what lifestyle they can have if they retire now. Sometimes people don't realize they already have enough and can retire today. For others, it might take just a small reduction in lifestyle to retire early. If that is the case, ask the client if continuing to work is still worth it for them.

  3. Reject people you can't create value for and terminate relationships if you are no longer adding value to them. There are only so many hours in the day, and it is important to focus our time on the people who need our help the most. As advisors, we must understand the huge impact our advice has on the lives of those we are guiding.

  4. Identify if there is a true need for growth to accomplish the identified goals, while also focusing on worst case scenarios. You want to do everything you can to inform the clients of all aspects so that they are not blindsided by risks. For instance, if you're talking to a client about the portion of their portfolio that they plan to invest in the stock market, it is essential to be able to withstand a 50% decline and understand that we need other assets to draw from while the stock market rebounds.

  5. Keep your practice small. If you're truly a good advisor, then the best part of the business is spending time with clients. The needs of your clients need to be, and stay, the highest priority!

By keeping a high teachability index and staying true to his own advice, Ian truly lives a lifestyle he's designed. Most people would consider just the financial advances Ian has made for himself and his family as all his success; Ian, however, views success a little differently. Although appreciative and humbled by his financial status, Ian truly believes that his success is measured by the amount of value he can bring to each and every one of his clients.

Ian also knows that success isn't a one-man show. When we asked him to what, or whom, he credits his success to, Ian wanted to be sure to recognize a few specific people:

"My younger brother, Alex Filippini, has been my best friend and biggest source of support no matter what has happened in life. He's taught me, while difficult to find in business relationships, the value of undying loyalty.

While I learned an incredible amount about business from my Father, it was my Mother that instilled the core values I attribute to my success in adding value to my client's lives. These are the values that have continued to be nurtured with each client I have."

It is no secret that Ian wouldn't be who, or where, he is today without the love and support of his family and of his clients, and for that Ian is forever grateful.

To learn more about Ian, and to connect with him on a more personal level, we encourage you to visit, and/or check out his social media pages at:






SOURCE: MentionWorth