Kyle Nelson, CPFA®, AIF®

Questioner
DISC Type : c

Financial consultant at intellicents

Albert Lea, Minnesota, United States

Overview

Kyle Nelson is a Financial Consultant at intellicents, focusing on retirement services and financial wellness education. An alumnus of the University of Wisconsin-Stout, he holds the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations, specializing in helping the 99% of Americans achieve their financial goals.

He operates under the unique professional title "Permanent Vacation Tactician, " which reflects his core mission of strategically guiding clients toward a successful and well-planned retirement.

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Retirement Readiness
He is passionate about helping all employees, not just the wealthiest 1%, achieve their retirement goals through accessible and effective financial planning.
Financial Wellness
Actively promotes financial wellness education and partners with firms that help employees build a better relationship with money.
AI in Finance
He speaks on the evolving impact of AI on the financial industry and how it is reshaping the path to retirement for American workers.

Media Appearances

Kyle has no verified media appearances

Work History

6-2023
Financial consultant at intellicents
12-2020 - 6-2023
Director of Retirement Plan Solutions at BerganKDV
12-2020 - 6-2023
Senior Retirement Plan Advisor at BerganKDV
1-2016 - 12-2020
Relationship Manager at Intellicents
8-2014 - 12-2015
Buisness Systems Analyst at Alliance Benefit Group North Central States, Inc.

Education

2005 - 2010
Bachelor of Science and Technology from University of Wisconsin-Stout

More Information

Social Presence :

Prographics :

Exp : 17 Location : Albert Lea, Minnesota, United States Job Level : Mid-senior Designation : Financial consultant at intellicents
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kyle

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kyle take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Kyle

Personality Compatibility


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