Scott Nelson

Commander
DISC Type : D

Registered Investment Advisor Representative at HUB International

Gillette, Wyoming, United States

Overview

Scott Nelson is a financial services professional and Certified Plan Fiduciary Advisor (CPFA) at HUB International. Specializing in retirement plans and employee benefits, he frequently speaks at conferences on compliance, regulations, and industry trends. He is a graduate of Dakota Wesleyan University with a degree in Business Administration and Management.

Personality Overview

Decisive

Strong-Willed

Risk-Taker

They prefer to move quickly, and expect the same from others.  They like to stay in control of the negotiation or defining of the terms. They put a lot of effort into ensuring personal success.

Topics They Care About

Retirement Plan Compliance
Regularly leads conferences and speaking engagements discussing ERISA, regulatory updates, and compliance for the retirement plan industry.
Private Equity Investments
Has moderated panels on the inclusion of Private Equity in retirement plans, indicating a focus on alternative investment strategies for clients.
Non-Qualified Compensation
Leads discussions on Non-Qualified Deferred Compensation, showing expertise in specialized retirement solutions beyond standard 401(k) plans.

Media Appearances

Scott has no verified media appearances

Work History

6-2021
Registered Investment Advisor Representative at HUB International
8-2019 - 6-2023
Employee Benefits Specialist at HUB International
8-2019 - 6-2023
Registered Investment Advisor at HUB International
1-2019 - 8-2019
Financial Services Professional at NYLIFE Securities LLC
1-2019 - 8-2019
Agent at New York Life Investments

Education

2007 - 2009
Business Administration and Management from Dakota Wesleyan University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Gillette, Wyoming, United States Job Level : Junior Designation : Registered Investment Advisor Representative at HUB International
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Get to the point quickly instead of spending time doing small talk
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Avoid being too verbose
  • Avoid being a storyteller and don’t try to oversell
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Scott

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • If convinced, they can reach decisions quite fast.
  • Can Scott take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Scott

Personality Compatibility


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