The WISE Guide™ Training Program
Enhance Your Impact for Business Owners
Hear what advisors are saying about WISE™
“The WISE Program offers me the tools to positively change the lives of my clients unlike any program I have ever seen before. The WISE Program creates action.”
– Robert Meyer, Founding Partner at Stratos Private Wealth
“The WISE Bootcamp not only opened my eyes to how much more we can offer clients, but more importantly, it provided the steps to implement these services.”
– Justin Heller, Founder & President at Heller Private Wealth
“With a focus on clarity, alignment, and peace of mind, it provides intentionality around helping a business owner realize where they actually are and how they get to where they want to be with their family, business, and self.”
– Marc Angle, CEO/Founding Partner at Haven Private
A message from WISE™ Founder, Ali Nasser
I’ve spent over 20 years passionately working with entrepreneurs, helping them realize their life’s work and creating peace of mind. I’ve been in your seat; I’ve faced your challenges, I know what doesn’t work. Over the course of my career, I built the Wealth Integration System for Entrepreneurs™ (WISE™) to help change the outcome for business owners and create a more meaningful practice for myself.
I built and sold a fiduciary, planning first, wealth management firm that specialized in working with HNW business owners. Now, I am helping advisors learn the exact
process I used to successfully guide clients.
What You Will Gain:
A proven framework to communicate with business owners on their biggest dilemmas and life decisions.
The tools necessary to deliver value that go above and beyond traditional wealth management.
The language to more effectively communicate with business owners and their professional advisors.
A step-by-step process for engaging owners, planning their life’s work and delivering results year after year.
Are You Ready to Level Up?
If you want to enhance your impact with business owners, differentiate your services, and utilize a proven process to guide your clients through their biggest decisions, this program
is for you!
Seats are limited – Apply Now to Secure Your Place!
