Traditional Planning Approaches Don't Work For Business Owners.

Entrepreneurs represent the most complex, emotionally invested, and financially valuable clients you can serve. Yet traditional financial planning often fails to resonate—because it overlooks what they truly care about.

In this free 30-minute training, Ali Nasser—author of The Business Owner’s Dilemma and creator of the WISE™ framework—will share how you can engage business owner clients more effectively by leading with empathy, clarity, and strategy.

THIS TRAINING IS FOR YOU IF...

You care about entrepreneurs

You believe in a "planning first" approach to wealth management

You have a lot to offer clients, but need a playbook to better penetrate the market

You’re looking for a proven system to consistently deliver value to clients

WHAT YOU'LL LEARN:

Why entrepreneurs

buy

What they actually need (but rarely ask for)

How to go from being another trusted advisor to being the guide that helps them plan their life's work