90 minutes • Live on Zoom • $100
Discover the 1 Proven Tool That Gets Business Owners' Estate Plans Unstuck and Moving Forward With ClarityAnd How to Run It With Every Client
In 90 minutes live, I'll teach you the exact tool, then you run it with your own clients to get more plans signed and more assets moving.
Prefer to hear it from Ali first? Watch the full breakdown.
Video Chapters
- 0:00The estate plan that won't move
- 0:24Meet Ali Nasser
- 1:10Where the conversation should start
- 1:39A real client story
- 2:37What you'll learn at the workshop
- 3:12Does it fit smaller clients?
- 3:43Who it's for
- 4:05What advisors say
- 4:55Reserve your seat
Advisors Who Have Worked It Through With Ali
Advisors who have been through WISE™ with Ali, in person and live on Zoom.
Live Attendee Bonuses
Handed out in the session only. There is no replay, so be in the room on the day to get them.
Bonus 1
The Lifestyle & Legacy™ Workbook
The workbook Ali uses to run the conversation, so you can take a real client through it the week after.
Bonus 2
The Independent Wealth Calculator
Work out what a client actually needs for financial independence, so every decision after it has a floor to stand on.
Bonus 3
Live Q&A With Ali
Bring the stuck plan you have in mind. Ali answers questions live at the end of the session.
What You Get for $100
The Lifestyle & Legacy Framework
Show a client what is truly excess, and free to go to family or charity, before any structure gets drawn.
The Independent Wealth Number
Work out how much is enough for a client's financial independence, so every decision after it has a floor to stand on.
The Whiteboard Conversation, Live
Watch Ali ring-fence the capital a client still wants for the business and new opportunities, live, the way he runs it in practice.
The Questions That Move It
The language that gives the estate and tax plan a purpose, so it finally moves.
Hear From Advisors Who Were There
The Experience. In Their Own Words.
Get a closer look at Ali's workshops and trainings through the advisors who have been through them. Press play to hear their stories.
“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?”
“It's also given me a lot of confidence in pricing.”
“This is going to change everything.”
“We can provide a lot of value without having to sell a product.”
“That process of going from start to finish and adding value along the way, I think that's a true differentiator.”
“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.”
“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.”
“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.”