“At 21 I asked to do fee‑based planning. They said no. I left and became the youngest to join their RIA arm.” (06:18)
“I was delivering real value, spending hours, and getting paid nothing.” (04:24)
“I decided I’m only engaging clients who will engage me for the planning process.” (10:41)
“I chose business owners, the hardest market, but the most rewarding impact.” (12:08)
“I built a system called WISE, the Wealth Integration System for Entrepreneurs.” (15:56)
“WISE isn’t about teaching technical knowledge, it’s how to actually engage a business owner step‑by‑step.” (37:41)

Ali Nasser fell into financial advice by accident, pushed to charge fees for real planning at 21, and built a boutique practice focused on business owners. He turned that practitioner playbook into WISE; a step‑by‑step system and training program that teaches advisors how to win, structure, and serve entrepreneurs. After selling his firm to scale impact, Ali now runs WISE to train advisors and coach entrepreneurs with the goal of multiplying outcomes across thousands of businesses.

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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.

Hosted by ⁠⁠⁠⁠⁠Conner Young⁠⁠⁠⁠⁠, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.

Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.

We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.

Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.