Being an entrepreneur is both challenging and rewarding. Ali understands this firsthand, as he started his entrepreneurial journey at 20 years old.
Ali’s mission is to help owner’s gain better perspective so they can make better decisions. He started Wealth Integration System for Entrepreneurs™ (WISE™), an education and content company to take the lessons he learned from working with highly successful business owners at AltruVista, and expand that knowledge and guidance to the greater entrepreneurial community.
The entrepreneurial mindset is so unique, that it needs its own way of thinking about wealth and life. By having the right framework to address these decisions, business owners can find the life experience and impact they truly desire.
I have been fortunate to see and hear the life experiences of many business owners. Their victories, failures, regrets, and what they truly value most.
I’ve also seen how many business owners do not capture or monetize their success. How a lack of planning or awareness led to less-than-optimal outcomes.
About 10 years into my career, I had a few experiences that motivated me to expand the impact of my work. In a short period of time, I had several engagements with clients that had amassed tremendous amounts of wealth and were trying to gain clarity on how to best plan it all.
They had sold their companies and had levels of financial success that not only ensured security for themselves but for generations to come. Yet, amidst the financial freedom, they were not free from the mental struggles and financial dilemmas occupying their mind. In fact, the mental challenges of constantly thinking about the dilemmas and not having a clear approach to truly address them were tremendously overwhelming.
I saw business owners that had spent a lifetime working to create freedom and independence that were not able to enjoy and experience the true benefits of their work.
Managing success and continuing growth was mentally all-consuming and, in many cases, led to significant impacts on their physical health, mental health, and personal relationships. This was heartbreaking. Seeing individuals that had reached the summit of business success but did not have mental freedom, terrified me. I was scared about my own mindset, health, and life experience. I clearly saw how I could end up in the same situation and how so many other business owners were on this trajectory.
It made me hyper aware that wealth is a means, not an end.
Having worked with entrepreneurs at all levels and stages of business I could clearly see the patterns of how this situation came to exist. The mindsets that entrepreneurs share combined with the challenges of business success create unique issues and opportunities, both for wealth planning and life planning.
I saw how adjusting the approach and perspective could truly change the outcome for many business owners, and the earlier the adjustment, the more impactful the change.
Helping these business owners find clarity to their biggest wealth and life challenges gave me an increased sense of purpose. It made me realize the true value of the approach, system, and process that I had built. And it gave me a reason to further expand the knowledge beyond myself or my network.
Ali is a member of Entrepreneurs’ Organization, Strategic Coach®, and speaks regularly for business owner groups at Vistage and YPO.
Futuristic, Activator, Relator,