For Financial Advisors · 3-day bootcamp, Houston, Texas

Join the WISE Guide Bootcamp and Learn the System That Let Me Give Business Owners the Direction They Were Actually Looking For.

Every tool I use with entrepreneurial clients, the language that makes it land, and a year of coaching after Houston so it becomes how you work. It is the same system that let me charge for the advice rather than the assets, and eventually sell the firm I built. By application, and I read every one.

Start Your Application

Tell us where to reach you and we will send you straight to the application. It takes about 20 minutes, and Ali reads every one himself.

Your information is secure. We never sell your details.

  • “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 crea…”

    Robert Meyer, 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 ser…”

    Justin Heller, 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 a…”

    Marc Angle, Haven Private

You Can Already Run This Conversation. You Cannot Repeat It, and You Cannot Charge for It.

You have built this conversation before. You worked out which question opens an owner up, which number changes the room, and what to do when the answer is not a product. Then the next owner arrives and you build it again from nothing, and the work that took you three weeks shows up on no invoice.

Ad hoc is the ceiling. It is why the thinking gets absorbed into the AUM relationship, why it cannot be handed to anyone else in the firm, and why the number you could charge for it never settles.

The Bootcamp is where it stops being something you rebuild and starts being a system you run, and charge for.

What You Leave Able to Do

Run every tool I use with an owner

The Wealth with Purpose® Process, the Balance Sheet Strategy™, Lifestyle & Legacy™ and the WISE Exit™, in the order Ali uses them with a live client, so you can open any of these conversations rather than the two you are comfortable with.

You Are Buying the Year, Not the Weekend

3 days in Houston is where it starts. What makes it a system is the year that runs after it, which is the difference between learning something and installing it.

  • 3 days in Houston, including a networking evening with the cohort.
  • A year of coaching with Ali, so the framework survives contact with real clients rather than dying in your notes.
  • The full video library and the toolset, so nothing depends on what you remembered from the room.
  • A listing on Find a Guide, where business owners coming out of the assessment are introduced to you.
  • A cohort of advisors solving the same problems you are, who you can actually call.

What Changes in the Firm

  • The advice becomes the product. Planning work gets scoped and charged as consulting in its own right, next to the assets rather than folded inside them.
  • Entrepreneurial clients come to you for it. Owners who would not move their portfolio for a better fee will move for the conversation nobody else is having with them.
  • It stops living in your head. A licensed system can be taught to the next person in the firm, which is the difference between a practice that depends on you and one that could run, or sell, without you.
  • The room does not close when you leave Houston. A year of coaching and a cohort you can call is what turns 3 days into how you work.

Is the Bootcamp For You?

Who This Is For

  • Independent advisors who can charge for advice, not only for assets.
  • Fiduciaries. This is the whole basis of the network.
  • Planning-first practices, where the plan leads and the products follow.
  • Advisors already working with business owners who have hit the ceiling of doing it ad hoc.

And Who It Is Not For

  • You are paid on assets alone and are not looking to charge for advice.
  • Product-led practices. The framework will fight you.
  • Anyone looking for a lead source. WISE does not hand you clients.
  • Advisors who want a certificate rather than a change in how they work.

Before you apply

Understand What You Are Applying To

Most advisors who apply cold have never seen the work. These 4 are the fastest way to judge whether this is for you, and we would rather you decided before you spend 20 minutes on an application.

  1. 01
    Ali on the Michael Kitces podcastThe longest, most technical explanation of why serving entrepreneurs is a different job than serving high net worth households.
  2. 02
    The EPI Summit talk20 minutes on stage in front of a room of exit planners, laying out the Three Dilemmas every owner is navigating.
  3. 03
    The Business Owner’s Dilemma™Ali's book, in full. Start anywhere. Chapter one tells you whether the language fits how you already think.Open it
  4. 04
    The Top 10 Advisor AttributesWhat the owners in this network say they want from an advisor. If you recognise yourself in the list, the rest of this page is worth reading.Open it

3 Steps, and Ali Sees Every One

  1. 1
    Apply.33 questions about your practice, how you charge, and who you serve. It takes about 20 minutes and it is read by a person.
  2. 2
    A call with Ali.One conversation, not a sequence of them. He is deciding whether the room is right for you as much as the other way round.
  3. 3
    Your seat.If it is a fit on both sides, you are in, and the joining details follow.
Start My Application

Why the Room Is Small

Cohorts run twice a year, not on demand, and seats are deliberately few, because the format only works when everyone in the room gets Ali's attention. Applications are reviewed by hand and a seat follows one call, so the gap between deciding and starting is short.

  • 3 daysIn person, Houston
  • A small roomCapped so everyone gets Ali's attention
  • Twice a yearCohorts run on a schedule, not on demand
Ali Nasser

About Ali Nasser

Ali Nasser is a financial advisor, entrepreneur, and author of The Business Owner's Dilemma. Over the past 20 years he has worked with more than 200 entrepreneurial families, built a fiduciary practice on charging for advice rather than assets, and sold it. He developed the WISE™ Framework, the Wealth Integration System for Entrepreneurs, and now trains advisors to run it in their own practices.

Questions

You have to apply. Ali reads every application and speaks to every candidate before a seat is offered. The room only works if everyone in it belongs there.

No. The numbers get more complex as wealth increases, but the underlying issues show up much earlier. A $5 million business owner faces the same fundamental questions around reinvestment, financial independence, succession and legacy as a $50 million business owner. The scale changes. The thinking does not.

Deliberately few. The format depends on every advisor getting Ali's attention on their own practice, which stops being possible past a certain number.

That is exactly why it is built around application rather than lecture. The time is spent working through the conversations, tools and planning frameworks themselves, so you leave with something you can start using when you get back to the office rather than a set of notes to assemble later.

No. There are no letters to add to a business card at the end of it. WISE is a planning framework and an approach to working with entrepreneurs, meant to change how you think about the client, how you structure the planning process, and how you lead the conversation. If a designation is what you are after, this is not it.

No. WISE was built on the belief that better perspective for the business owner produces better decisions, and that the advisor's value comes from helping create that perspective. If you are looking for a script or a shortcut to winning larger clients, this will not be the right fit.

The days in Houston, the full framework, the coaching through the year, the content library, and your listing on Find a Guide once you are trained. Travel and accommodation are your own. Pricing is covered on the call with Ali.

Cohorts run twice a year rather than on demand, so the honest answer is that you wait for the next one. Apply anyway: the application and the call with Ali are the slow part, and having them done means a seat is a yes rather than a process when the dates land.

Not directly, and any programme that promises otherwise is selling you something else. Trained Guides are listed on Find a Guide and business owners coming out of the assessment are introduced to them, but the work of turning an introduction into a client is still yours.

From Advisors Who Have Implemented the Systems We Teach at 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 MeyerFounding Partner, Stratos Private Wealth

Come and Take the System

Next cohort announced soon. Applications are read as they come in, and Ali takes the call himself.

Start My Application