The Liquidity Buckets™ Framework
A simple 3-bucket structure that organizes every dollar a business owner owns by purpose and timeline.
For Financial Advisors · October 7 · 11:00 AM - 12:30 PM CT
Join Our Next Live Workshop on Liquidity Buckets™
Wednesday, October 7th, 2026, 12:00 PM ET · 11:00 AM CT · 10:00 AM MT · 9:00 AM PT. 90 minutes live with Ali Nasser, working a real business owner alongside other advisors. You leave with a framework you can use in your next client meeting.
Secure Your Seat
Seats are limited and the room is small on purpose. You bring a real client, you do the work live, and Ali answers the problems you actually have.
You'll leave with a framework you can use immediately in your next client meeting.
October 7
11:00 AM - 12:30 PM CT
90 minutes
Live on Zoom, worked in the room.
$100 per seat
Small enough to get one-to-one help implementing it.
What You'll Walk Away With
Is This Workshop For You?
This Workshop Is For You If…
- You work with business owner clients and want deeper, more strategic conversations.
- You've sensed clients are holding excess cash but haven't had a framework to address it clearly.
- You want a more structured and repeatable way to lead high-value conversations with entrepreneurial clients.
- You're curious about the WISE™ Framework and want to experience part of the system firsthand before exploring a deeper engagement.
- You value a collaborative workshop environment with other growth-oriented advisors who are looking to deepen their work with entrepreneurial clients.
This Workshop Is Not For You If…
- You are a business owner yourself, or you do not work with business owner clients. This is taught to advisors, about their clients.
- You have never wondered what a client's idle cash is costing them, and you are not looking for a way to raise it.
- You want a script to read or a product to pitch, rather than a structure you lead the conversation with.
- You are looking for a lead source rather than a framework.
- You want a recording to watch later on your own. It is worked live, and the value is in the room.
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 and developed the WISE™ Framework, the Wealth Integration System for Entrepreneurs. Today, Ali trains financial advisors across the country to help them become more strategic, trusted, and indispensable to business owner clients.
Reserve Your Seat at the Liquidity Buckets™ Workshop
Seats are limited, because we work with you in a group setting to implement these systems. October 7, $100 per seat.
Reserve My Seat