The WISE™ Guide Training Program
Your Path to Become the Go-To Advisor for Business Owners
Are You Ready to Transform Your Practice?
If you’re ready to attract high-value business owner clients, differentiate your services, and guide clients through critical financial decisions with confidence, then this program is for you.
Spots are Limited – Enroll Now to Secure Your Place!
Take Your Advisory Practice to the Next Level
The WISE™ Guide Training Program is more than just education—it’s an investment in your future. By mastering the tools and insights provided, you’ll gain the expertise to differentiate yourself, expand your client base, and deliver unmatched value to business owners.
A message from WISE™ Founder, Ali Nasser
The WISE™ Training Program is a game-changing opportunity for financial advisors who want to elevate their practice and differentiate themselves in the competitive world of wealth management.
This program goes beyond traditional financial training, offering specialized knowledge and tools tailored to the unique challenges faced by business owner clients.
Biggest Benefits of the WISE™ Guide Training Program:
Stand Out in the Market: By mastering the entrepreneurial mindset, you’ll position yourself as an expert for high-value business owner clients.
Build Deeper Client Relationships: The WISE™ framework helps you become a trusted advisor by guiding clients through emotionally and financially complex decisions with empathy and clarity.
Expand Your Practice: Entrepreneurs are a growing and underserved segment with significant financial needs. This training equips you to attract, retain, and serve these clients more effectively.
Deliver Long-Term Value: You’ll learn how to create adaptive strategies that evolve with your clients’ business and personal goals, ensuring lasting partnerships.
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.
What You Will Gain:
Specialized Expertise: Deep knowledge of entrepreneurial challenges, including the Re-investment Dilemma™, Legacy Dilemma™, and Exit Dilemma™, that goes beyond basic financial planning.
Innovative Tools: Access to proven framework and step-by-step guidance through the Wealth with Purpose® Process to deliver personalized, impactful solutions.
Enhanced Decision-Making Skills: Confidence in helping clients navigate critical decisions about reinvestment, succession, and exit planning.
This program is designed for financial advisors who:
✅ Work with or want to attract business owner clients with complex financial needs
✅ Want to differentiate themselves with a specialized, entrepreneur-focused approach
✅ Are ready to go beyond traditional financial planning and integrate business and personal wealth strategies
✅ Want to confidently guide clients through high-stakes decisions with clarity and strategic insight.
Full Training Modules covering the WISE™ framework and how to apply it to your practice
Interactive Exercises & Case Studies to reinforce learning and prepare you for real-world application
Proven Frameworks & Client Tools like the Total Balance Sheet™ and decision-making models
A Certificate of Completion showcasing your expertise in entrepreneurial wealth management
Access to a Community of Advisors who are committed to providing higher-level financial guidance
✅ A Holistic Approach: Unlike traditional financial training, WISE™ focuses on integrating business and personal financial strategies to ensure entrepreneurs’ wealth aligns with their values and goals.
✅ Proven Frameworks & Tools: Gain access to The Total Balance Sheet™, The Wealth with Purpose® Process, and decision-making strategies that help clients navigate their dilemmas with confidence.
✅ Actionable Learning: This isn’t just theory—you’ll work through real-world case studies, exercises, and client scenarios to apply your knowledge immediately.
✅ A Competitive Edge: Stand out in the industry as an advisor who understands the entrepreneurial mindset and provides high-value solutions tailored to business owners.
Is the WISE™ Guide Training Program right for you?
Don’t miss the opportunity to transform your practice. Are you ready to become a WISE™ Guide?
Do you work with, or want to attract, business owner clients who face unique financial challenges?
Are you looking to differentiate yourself from other financial advisors?
Do you want to confidently help clients navigate complex financial decisions?
If you answered "yes" to these questions, the WISE™ Guide Training Program is the perfect fit to elevate your advisory practice.
Enroll today and become the advisor entrepreneurs trust to guide their financial journey with purpose and clarity.
Where do I start?
If you are interested in becoming a WISE™ Guide, fill out the Advisor Success Scorecard to determine if this is the right fit.
FAQS
Yes. All CFP’s that complete the WISE™ Guide Training Program will earn 14 CE credits.
The next WISE™ Guide Bootcamp will be held (enter date here). Our spring Bootcamp is scheduled for (enter date here).
If you are interested in becoming a WISE™ Guide, the first step is to fill out our Advisor Success Scorecard.
