For Financial Advisors

Everything WISE™ Offers Advisors, In One Place

Start with the free training. Come to a live workshop when you want the reps. Apply when you want the whole process.

Apply To Become A WISE Guide Start Free

Start Free

Nothing to pay, and enough to judge whether the rest is for you.

Free Training · 13 Minutes · Why Entrepreneurs Buy

Create Real Urgency In Your Next Business Owner Meeting

The four triggers that actually move an owner to act, and why almost none of them are the reasons advisors are trained to lead with.

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Free Download · The Top 10 Advisor Attributes

See What The Advisors Who Win Owner Relationships Do Differently

Ten attributes the advisors who win entrepreneur relationships have in common, as a checklist you can hold your own practice against.

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Read The Book

The book the WISE framework comes from.

The Business Owner’s Dilemma™ · By Ali Nasser

See The Three Dilemmas™ Behind Every Big Business Owner Decision

The three dilemmas every business owner faces, and the thinking the whole WISE framework is built on. Read it and you will hear your clients differently in the very next meeting.

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Ali Nasser with readers holding The Business Owner’s Dilemma

A group of business owners holding copies of the book with Ali

Come To A Live Workshop

One tool, 90 minutes, worked live on a real client scenario of yours. $100.

Live Workshop · December 2 · Liquidity Buckets

Turn The Idle Cash Your Clients Are Sitting On Into AUM

Run the Liquidity Buckets framework on a real scenario from one of your business-owner clients and leave with an implementation plan to move assets.

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Live Workshop · Next Date Being Scheduled · Lifestyle & Legacy™

Move The Estate Plan That Has Been Stuck For Years

Work out how much is enough, what is genuinely excess, and what the estate plan is for, so the tax and legal work finally has a purpose behind it.

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Go Deeper

For advisors who have decided this is how they want to work. Everything here starts with the application.

Application · 5 To 10 Minutes · Start Here

Apply To Become A WISE Guide

Every WISE program starts here, the Bootcamp and Foundations included. Fiduciary, independent, planning first and able to charge consulting fees? This is the first step.

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3 Days · In Person · The WISE Guide Bootcamp

Run An Owner Conversation You Can Repeat And Charge For

The whole WISE process end to end, in a room with other advisors, and the step by step of how to run it on every business owner you serve.

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Live Cohort · Coming Soon · WISE Foundations

Charge Consulting Fees For Planning, Outside Of AUM

The next step after the Bootcamp: the system goes into your practice, with fees for planning work and the confidence to lead it. Join the waitlist and you will hear first when the cohort opens.

Join The Waitlist

Not Sure Yet?

Hear it from advisors who have been through it.

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