How Concierge Service Leads to Success Ali Hashemian, Kinetic Financial – The Sharkpreneur podcast with Seth Greene Episode 500 Ali Hashemian Ali Hashemian is a Certified Financial Planner professional, a Chartered Financial Consultant. He holds a master’s in business administration from the Univer...

How Concierge Service Leads to Success Ali Hashemian, Kinetic Financial – The Sharkpreneur podcast with Seth Greene Episode 500 Ali Hashemian Ali Hashemian is a Certified Financial Planner professional, a Chartered Financial Consultant. He holds a master’s in business administration from the University of San Diego. He is the bestselling author of OVERTAXED: Six Powerful Tax-Free Investment Strategies — and How to Use Them to Lower Taxes. The book became a bestseller in less than 24 hours due to its simple, easy-to-understand framework to creating a tax-free investment plan. As the President of Kinetic Financial, Ali Hashemian works with individuals, families, and corporations in developing and implementing detailed strategies for financial plans, taxes, retirement plans, asset protection, and estate plans. Along with a high level of expertise and progressive strategic planning, Ali works diligently to create lasting relationships with the people he interacts with on both a personal and professional level. He has been featured a subject matter expert on most major media outlets such as CNN, FOX, ABC, Forbes, Investor’s Business Daily, and many more. Listen to this informative Sharkpreneur episode with Ali Hashemian about standing out in financial planning. Here are some of the beneficial topics covered on this week’s show: ● How high net worth clients are looking for holistic financial advisors. ● Why financial advisors need a team to make a comprehensive plan. ● How financial advisors can access some things people can’t access on their own. ● Why financial advisory requires a human touch to scale a practice. ● Why you should touch your clients at least once a quarter. Connect with Ali: Guest Contact Info Twitter @kinfinancial Facebook facebook.com/kineticfinancial LinkedIn linkedin.com/company/kinetic-financial Links Mentioned: