LiveLiquidity Buckets™ Workshop | Wed, Dec 2

Advisors: The 90‑Minute Framework That Helped One Advisor Add $30M* in AUMFrom Clients He Already Had

In 90 minutes live, I'll teach you the framework, then you run it with your own business-owner clients to surface the cash sitting idle and turn it into AUM.

Watch the full breakdown, then reserve your seat.

Video Chapters
  1. 0:00The cash nobody has a plan for
  2. 0:20Meet Ali Nasser
  3. 0:50Why owners hold too much cash
  4. 1:21The opportunity for your practice
  5. 1:52What you'll learn at the workshop
  6. 2:29Does it fit smaller clients?
  7. 2:56Positioning, not a product pitch
  8. 3:32Who it's for
  9. 3:59A real client story
  10. 4:59What advisors say
  11. 6:18Reserve your seat

Session starts in

0Days00Hours00Minutes00Seconds

Wednesday, December 2 at 11 AM CT, live on Zoom

  1. 1. Reserve your seat
  2. 2. Complete registration

100% money-back guarantee. Join live for the full 90 minutes with your camera on and jump into the discussion. If you walk away feeling it wasn't worth $100, email events@wiseglobalnetwork.com within 7 days for a full refund.

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*Real advisor outcomes. Individual results may vary. Your results depend on your book and your clients.

Advisors Who Have Worked It Through With Ali

Ali Nasser with a group of financial advisorsAli Nasser teaching a room of advisors at a WISE bootcampAli Nasser with a WISE bootcamp cohortAdvisors in a live WISE workshop on Zoom

Advisors who have been through WISE™ with Ali, in person and live on Zoom.

One advisor started running Liquidity Buckets in his regular client reviews. Six months later it had produced $30M of new AUM, every dollar of it from clients he already had.

Real advisor outcomes. Individual results may vary.

What happens in the room

You Work One Of Your Own Clients, Live

Not a webinar you watch. Partway through, you take a real client scenario of yours through the three buckets, and then advisors read their numbers out.

Partway through the last run, Ali asked the room what they had found. These are advisors reading out the excess cash in a client of their own:

  • “Short-term was 75,000. Midterm was 300,000. And the excess was 3.9.”an advisor whose client had just sold a building
  • “He's got at least 4 million, probably more.”an advisor, on a construction client moving cash between banks
  • “My number wasn't as big. Only 3.4 million.”a third advisor, a few minutes later

Three advisors, three of their own clients, and every number came back around $4 million. That is what doing it live buys you: you leave having put a figure on the excess nobody had ever named, in a client you already have.

What You Get for $100

  1. The Liquidity Buckets Framework

    A simple 3-bucket structure that organizes every dollar a business owner owns by purpose and timeline, and shows the intermediate and opportunity capital sitting idle.

  2. The Diagnostic Flow That Keeps Owners Talking

    Where to start and what to follow with, so the conversation surfaces excess cash, hidden opportunity cost and decision-making blind spots without turning into an interview.

  3. A Live Client Mapping Exercise

    You'll work through a real-world business owner scenario alongside other advisors in the room.

  4. Conversation Language That Feels Natural

    Introduce these conversations without sounding salesy, technical or pushy, and position that cash at ~30 bps with consulting billed separately, without pitching a product.

  5. A Completed Workshop Workbook

    Including the Liquidity Buckets concept piece, client conversation prompts, and an overview of WISE.

Yes! I Want To Attend

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.

“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?”
“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.”
Robert M., Founding Partner
“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 H., Founder & President
“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 A., CEO & Founding Partner
Yes! I Want To Attend

Questions Advisors Ask Before Attending

Is there a replay?
No, it's live only. You leave with a number because you did the exercise in the room, with Ali and other advisors alongside you.
Is this a script I read to clients?
No. Liquidity Buckets is a structure you lead the conversation with, so it holds up when a client answers unpredictably.
Do I need to bring a client, or their real numbers?
Bring one client in mind, no statements needed. Your estimate is enough to work the 3 buckets and leave with a number to take back to them.
My clients are smaller than the ones in your examples. Does it still work?
Yes. The buckets ask what money is for and when it's needed, which works at any balance. A smaller client means a smaller excess, not none.
What happens after I pay?
You get a calendar invite with the Zoom link, and a fillable workbook by email before the session. On the day, you work your client through it in the breakouts.