The Learning Institute
for Financial Executives®

Because it is the only advanced sales training school in the country, the Learning Institute represents a unique learning experience for financial advisors.

The Learning Institute for Financial Executives® was established by Bill Nelson, who specializes in retirement distribution planning and is renowned as one of the nation's top seminar marketing professionals.

Bill Nelson's winning presentations have been distilled into "The Nelson Method," a super-sales system that teaches financial professionals how to take their production to the highest levels. The Learning Institute focuses on a minimum of 25 modules that break-down the Nelson Method into easy-to-learn steps for attendees. The Nelson Method also includes the administrative procedures that financial professionals must know in order to manage a multimillion-dollar business.

Emerald Publications has joined with Bill Nelson to offer our Retirement Unlimited seminar system through The Learning Institute. We believe that the advanced sales techniques taught at the Learning Institute will strengthen and enhance the objectives of Retirement Unlimited.

You will learn how to:
  • Determine clients' values and goals
  • Expand clients' understanding of tax diversification
  • Present the clients' investment strategy of your own
  • Determine clients' risk tolerance
  • Review clients' asset and tax allocation
  • Prepare a preliminary retirement income plan
  • Set an appointment for the Recommendations Interview
  • Present the clients' problems and possible solutions