Apply to Work With WISE
For independent, fiduciary advisors who serve business owners. We review every application. If yours is approved, a team member will reach out to you to schedule an intro call.
“The bucket strategy, as simple as it is, really clarifies a lot to the client.”
“To me, I've got so many weapons now.”
“Don't get so caught up in the weeds that you're tripping over dollars to pick up pennies.”
“There was a fear that I had with a lot of them. Do I even bring this up?”
What happens after I apply?
Our team reviews every application. If your application is approved, a team member will reach out to you to schedule an intro call. If it is not the right time, we will tell you, and point you to a better first step.
Who is this not for?
Students, product-first or captive advisors, and anyone without business-owner clients. WISE is built for independent, fiduciary, planning-first advisors who serve entrepreneurs.
Who is Ali Nasser?
Ali has spent 20+ years with entrepreneurial families, built and sold his own wealth management firm, and wrote The Business Owner's Dilemma. He founded WISE to teach advisors how to serve business owners well.