Reserve Your Spot! Join us live for this 90-minute interactive workshop and learn a framework you can use immediately with business owner clients.

Become the Strategic Advisor Business Owners

Trust Most

A 90-Minute interactive Live Workshop for Financial Advisors

Wednesday, July 8, 2026 | 12:00 PM EST

$100 Registration

                                                                                                      

In This Workshop, You’ll Learn the Liquidity Buckets™ Framework

Ali Nasser — author of The Business Owner’s Dilemma and creator of the WISE™ Framework — will walk you through the exact framework he uses to help business owners think differently about liquidity, opportunity cost, and financial decision-making.

This is not another sales-focused advisor training or generic CE webinar.

It’s a practical client conversation system designed to help you:

  • lead deeper conversations with business owners
  • uncover opportunities other advisors miss
  • lead more strategic conversations
  • and become more valuable in the eyes of entrepreneurial clients

You’ll leave with a framework you can use immediately in your next client meeting.

RESERVE MY SEAT

What You’ll Walk Away With

 

  • The Liquidity Buckets™ Framework- A simple 3-bucket structure that organizes every dollar a business owner owns by purpose and timeline.
  • The Exact Diagnostic Questions- The specific questions that uncover excess cash, hidden opportunity cost, and decision-making blind spots.
  • A Live Client Mapping Exercise- You’ll work through a real-world business owner scenario alongside other advisors in the room.
  • Conversation Language That Feels Natural- Learn how to introduce these conversations without sounding salesy, technical, or pushy.
  • A Completed Workshop Workbook- Including the Liquidity Buckets™ concept piece, client conversation prompts, & an overview of WISE™

Most Business Owners Don’t Have a Money Problem.

They Have a Structure Problem.

You’ve likely sat across from a business owner with millions sitting in cash — while simultaneously feeling uncertain, stuck, or hesitant to make financial decisions.

Not because they lack sophistication.
Not because they don’t have advisors.

Because no one has ever helped them organize their liquidity with a clear framework.

So excess capital quietly sits:

  • in checking accounts
  • across multiple entities
  • earning little
  • disconnected from long-term strategy

Meanwhile, opportunity cost compounds in the background.

And most advisors never realize the conversation they’re missing.

What Makes This Conversation Different

Most advisors talk to business owners about:

  • investments
  • tax strategies
  • products

But business owners are trying to solve something much bigger.

Very few help them answer this question:

“What is this money actually for — and when will I need it?”

That single conversation changes everything. 

You stop being viewed as:

  • “the investment advisor”
  • a transactional provider

And start becoming:

  • a strategic thinking partner
  • a trusted guide
  • the advisor they call before making important financial decisions

This is the first step out of transactional advising.

RESERVE MY SEAT

This Workshop Is For You If…

  • You work with business owner clients and want deeper, more strategic conversations
  • You’ve sensed clients are holding excess cash but haven’t had a framework to address it clearly
  • You want a more structured and repeatable way to lead high-value conversations with entrepreneurial clients
  • You’re curious about the WISE™ Framework and want to experience part of the system firsthand before exploring a deeper engagement
  • You value a collaborative workshop environment with other growth-oriented advisors who are looking to deepen their work with entrepreneurial clients

About Ali Nasser

Ali Nasser is a financial advisor, entrepreneur, and author of The Business Owner’s Dilemma.

Over the past 15+ years, he has worked with more than 200 entrepreneurial families and developed the WISE™ Framework — the Wealth Integration System for Entrepreneurs.

Today, Ali trains financial advisors across the country to help them become more strategic, trusted, and indispensable to business owner clients.

Workshop Details

Date: Wednesday, July 8, 2026
Time:
12:00 PM – 1:30 PM EST
11:00 AM – 12:30 PM CST
10:00 AM – 11:30 AM MST
9:00 AM – 10:30 AM PST

Location: Live on Zoom
(Link sent immediately upon registration)

 

Investment: $100

A Note About What This Workshop Is — And Isn’t

This workshop is intentionally practical.

You’ll walk away with a real framework you can use immediately with clients.

But Liquidity Buckets™ is only one component of the broader WISE™ system — a framework designed to help advisors integrate liquidity, balance sheet strategy, lifestyle planning, exit planning, and legacy conversations into a cohesive client experience.

Many advisors leave this workshop realizing:

“I’ve been solving isolated problems instead of seeing the whole system.”

That realization is often the beginning of a very different kind of advisory relationship.

Reserve Your Spot 

Join us live for this 90-minute interactive workshop and learn a framework you can use immediately with business owner clients.

Registration

$100

RESERVE MY SEAT