The WISE Guide™
Training Program
Enhance Your Impact for Business Owners
Level Up Your Advisory Practice
The WISE Guide™ Training Program provides top financial advisors with the framework, tools, language and step-by-step process to guide business owners through their biggest dilemmas and decisions.
The WISE Guide™ Training Program goes beyond theory with hands-on tools, peer collaboration, and real-time application – ensuring participants don’t just learn, but actually transform how they work.
If you are passionate about supporting entrepreneurs and you possess the Top Ten Advisor Attributes, this program will forever change the way you do business!
What is WISE™?
WISE™ is a wealth education and content company created by entrepreneurs,
for entrepreneurs and the advisors that serve them.
The mission at WISE™ is to provide business owners with the perspective, guidance, and community they
need to generate both the Return on Life Experience™ (ROLE™) and the Return on Investment they seek.
This is done through our WISE Guide™ Training Program, preparing advisors to serve their business
owner clients at the highest level using a proven framework and planning process.
WISE
WISE™ is a wealth education and content company created by entrepreneurs, for entrepreneurs and the advisors that serve them.
The mission at WISE™ is to provide business owners with the perspective, guidance, and community they need to generate both the Return on Life Experience™ (ROLE™) and the Return on Investment they seek.
This is done through our WISE Guide™ Training Program, preparing advisors to serve their business owner clients at the highest level using a proven framework and planning process. WISE
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!
Why Entrepreneurs?
Working with entrepreneurs isn’t for everyone, but for those with the passion, resilience, and desire to
create meaningful impact, it offers unmatched potential. With the right framework and mindset, this path
can transform not just your career, but your connection to purpose and growth.
Entrepreneurs present a unique opportunity for advisors, offering a blend of complexity, passion, and
potential. If you thrive on working with individuals who are visionary, innovative, and driven to break the
traditional mold, entrepreneurs might be the ideal client base for you.
Working with entrepreneurs isn’t for everyone, but for those with the passion, resilience, and desire to create meaningful impact, it offers unmatched potential. With the right framework and mindset, this path can transform not just your career, but your connection to purpose and growth.
Entrepreneurs present a unique opportunity for advisors, offering a blend of complexity, passion, and potential. If you thrive on working with individuals who are visionary, innovative, and driven to break the traditional mold, entrepreneurs might be the ideal client base for you.
OVERALL RATING FROM PREVIOUS BOOTCAMP ATTENDEES
4.8/5
Are you the right fit for the WISE Guide™ Training Program?
If you are looking for that “one decision” that can change the trajectory of your career, this is that program! It’s not for everyone, but if you are one of the few that wants to truly support business owners, this will forever change the way you do business.
A WISE Guide is a trained financial advisor
who provides advisory services in the fields of entrepreneurship, business development, and business strategy. WISE Guides utilize the proprietary WISE framework to deliver structured guidance to business owners, helping them make strategic decisions, navigate growth and transition, and align business operations with long-term objectives.
WISE Guides facilitate strategic planning sessions, leadership advisory engagements, and business development consultations designed to improve organizational effectiveness, strengthen leadership capabilities, and support intentional business growth.
Where do I start?
If you are interested in becoming a WISE Guide™, fill out the application below.
What you are getting with
the WISE Guide™ Training Program
In addition to the framework, tools, language, and process, you will receive the following
Boot Camp
A 2 1/2 day immersive training program that gives you the entire framework and planning process for working with a business owner, walking through each meeting stage & component of a highly successful system from an advisor that’s been there, done that.
LMS training access
Online WISE Guide training program where you can access numerous videos, training and content that will break down each and every step within WISE and how to be successful executing it with your clients.
Follow up sessions
Live, interactive follow up sessions where Ali will lead directly and walk through FAQs, best practices, wins & learning opportunities from the program.
Business development
Tactics and strategies to actually help open the door to new business owner planning opportunities. A specific language around how to present your services in a way that is proven to appeal to high net worth business owner clients.
A built-in community
A community of like-minded advisors that are working with the same types of business owners and the ability to specifically share around those same topics.
