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!
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.
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.
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.
