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The WISE Guide™ Training Program

Enhance Your Impact for Business Owners

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!
APPLY TO BECOME A WISE GUIDE™

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.

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!

DOWNLOAD THE "TOP TEN ADVISOR ATTRIBUTES"

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.
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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:

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.

Where do I start?

If you are interested in becoming a WISE Guide™, fill out the application below.
APPLY TO BECOME A WISE GUIDE™

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.

APPLY TO BECOME A WISE GUIDE™

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