Kinetic Agency gives advisers the opportunity to publish their business expertise, financial brand and company culture in any major publication which gives you added credibility you can utilize in your marketing efforts. Below is a published article on Forbes that featured Kinetic Financial.
How do you put a price on peace of mind? Would it require access to the financial services used by celebrities, sports figures and other wealthy individuals? While some of Kinetic Financial’s clients fall into these categories, all of them enjoy the peace of mind that comes in knowing this company will go the extra mile for them, time after time.
“Being headquartered in Los Angeles has given us the opportunity to work with high-profile clients, which is why we have the tools to give concierge financial service to our entire clientele,” says Ali Hashemian, MBA, CFP®. As the CEO of Kinetic, Hashemian has developed a culture of tailor-made financial services, encompassing multiple aspects of a client’s financial life.
Holistic Financial Planning
Unlike many firms, Kinetic focuses on all five areas of financial services: investment planning, tax planning, retirement planning, insurance planning and estate planning. “We meet with clients quarterly to review a comprehensive checklist, including everything from complex topics such as the tax efficiency of their portfolios to simpler items like Social Security,” says Hashemian. “Nothing is left off the table. No stone goes unturned in our holistic process.”
Along with this personal interaction, Kinetic utilizes innovative technology to analyze and monitor client portfolios. Hashemian says, “Some of the most complex financial scenarios can be much easier to understand through the proper use of technology.”
Whether it’s simple or complex, Kinetic adapts everything for each case. “We not only customize everything we create for the client, we even tailor the ways in which we interact with each client to make it as meaningful and relevant as possible for that individual. We have a hyper focus on bespoke service.”
In one case, Kinetic even arranged to have a potentially disastrous kitchen leak repaired while their clients were out of town, enabling the couple to enjoy the rest of their vacation and avoid more extensive damage. Not surprisingly, the clients were grateful to save money and sleep well, knowing the problem was solved.
The comprehensive and customized service the Kinetic team brings to each client engagement is at the heart of the firm’s concierge culture.
Kinetic Agency: Serving Independent Financial Advisors Nationwide
There has been an overwhelming response nationwide from an affluent clientele looking for a financial concierge. For that reason, Kinetic Agency was developed as a brokerage firm that assists independent financial advisors with their marketing/branding, practice management and advanced case design. Hashemian says, “By partnering with advisors, we are able to expand our concept of concierge-based financial service nationally in a franchise-like model.”