Ali Khodadad, CFA®,CFP®,ChFC®,CLU®,RICP®,AIF®,RSSA®

Judge
DISC Type : Dc

Head of Income Planning at Comprehensive Brokerage Services LLC

Cincinnati Metropolitan Area, United States

Overview

Ali Khodadad serves as the Head of Income Planning at Comprehensive Brokerage Services LLC, drawing on 30 years of experience. He created the term “Finarketing” to define his approach of merging financial expertise with marketing strategy. A graduate of The Ohio State University and a CFA Charterholder, he specializes in crafting strategies that drive growth.

He is credited with coining the term “Finarketing” to describe his unique professional approach and recently joined the editorial advisory board for Trusts & Estates Magazine.

Personality Overview

Objective Thinker

Demanding

Quality Focused

They put a lot of effort into ensuring personal success.  They respond better to strong and respectful interactions. They are less concerned about the product and more about its potential impact.

Topics They Care About

Finarketing Strategy
He coined this term to represent his unique approach of merging financial expertise with marketing strategy to navigate today's competitive landscape.
Wealth Preservation
He recently co-authored an article for Trusts & Estates magazine on preserving wealth across generations, focusing on strategies for paying estate taxes and enhancing wealth transfer.
AI in Financial Services
He has authored articles on the impact of artificial intelligence in the financial services sector, examining how AI is being deployed to shape the industry's future.

Media Appearances

Ali has no verified media appearances

Work History

1-2026
Head of Income Planning at Comprehensive Brokerage Services LLC
10-2021 - 1-2026
Director, Advanced Planning at Jackson at Jackson
5-2016 - 10-2021
Regional Vice President at Equitable
1-2016 - 3-2016
Regional Vice President at Ohio National Equities, Inc.
10-2013 - 1-2016
Assistant Vice President, ONESCO Marketing at The O.N. Equity Sales Company

Education

1988 - 1993
Bachelor of Science (BS) from The Ohio State University
2008 - 2009
ChFC from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 27 Location : Cincinnati Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Income Planning at Comprehensive Brokerage Services LLC
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Insights For Selling To Ali

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Make sure that you circle back fast on any action items, it wins their trust
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Don't try too hard to forge relationships with them
  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ali is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Ali

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Ali move?

  • If convinced, they can reach decisions quite fast.
  • Can Ali take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Ali

Personality Compatibility


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