Juli McNeely

Juli McNeely

LUTCF, CFP, CLU

WI, US
As the first female President of NAIFA & an active 13-year member of the industry's Million Dollar Round Table, Juli knows first-hand how women can thrive in financial services.
On-site Fee (USD)
$5k - $5k
Virtual Fee (USD)
$1k+
Travels From
  • WI, US

Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin, which was founded by her father in 1974. Juli has been working in the financial services industry since 1996. She is a Past President of the National Association of Insurance and Financial Advisors (NAIFA), having served as the institution's first female president. She is also an active 13 year member of the industry's Million Dollar Round Table.

Juli was named the 2015 "Woman of the Year" by the Women in Insurance and Financial Services (WIFS) organization. Among her other awards and commendations is NAIFA Wisconsin's A. Jack Nussbaum Distinguished Service Award. She was designated one of the "Top 20 Women You Need to Know" in insurance by LifeHealthPro and has been interviewed by the Wall Street Journal, Investment News, Reuters, InsuranceNewsNet, and National Underwriter.

Alongside her work at McNeely Financial, Juli's passion for the financial services industry has led her to launch a consulting practice so that she can share her experience and knowledge with those serving consumers on Main Street America.

Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin, which was founded by her father in 1974. Juli has been working in the financial services industry since 1996. She is a Past President of the National Association of Insurance and Financial Advisors (NAIFA), having served as the institution's first female president. She is also an active 13 year member of the industry's Million Dollar Round Table.

Juli was named the 2015 "Woman of the Year" by the Women in Insurance and Financial Services (WIFS) organization. Among her other awards and commendations is NAIFA Wisconsin's A. Jack Nussbaum Distinguished Service Award. She was designated one of the "Top 20 Women You Need to Know" in insurance by LifeHealthPro and has been interviewed by the Wall Street Journal, Investment News, Reuters, InsuranceNewsNet, and National Underwriter.

Alongside her work at McNeely Financial, Juli's passion for the financial services industry has led her to launch a consulting practice so that she can share her experience and knowledge with those serving consumers on Main Street America.

No Necktie Needed

Can you imagine being a highly valued part of an industry that lets you use the skills and attributes that come naturally to you as a woman? How about using these to earn an exceptional living and spend ample time with your family-all by helping others find more security and greater peace of mind for theirs? Juli shares the experiences she's had throughout her 20+ years in financial services and shows how financial services is a great industry for women to thrive in.
Women in BusinessEducational / InformativeTechnical / SpecificInspirational / Life-changing

Reach New Heights: Closing the Gender Confidence Gap

What makes you feel more confident? Does your gender play a part in how confident you are? This session will help you understand the gap between men and women when it comes to confidence but more importantly it will help you take that knowledge to help connect with your clients regardless of gender to ultimately help grow their financial confidence. After all....isn't that what we all want? To feel confident ourselves and connect on a deeper level with our clients so they can feel confident...
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Women in BusinessEducational / InformativeTechnical / SpecificInspirational / Life-changing

Success on Purpose

Many believe that there are certain steps that must be taken in order to be "successful" in our industry, but everyone defines success differently. Maybe your definition of success is obtaining a certain designation, or reaching a certain level of production. In this presentation, Juli discusses the defining moments and lessons learned that have shaped her own success and have allowed her to continually evolve her own definition.  No matter what career stage you are at, you'll leave...
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Business GrowthEducational / InformativeTechnical / SpecificInspirational / Life-changing

Perfecting the Practice

As advisors, we often get stuck in our old ways. To be successful in this industry, you always need to be evolving. In this presentation, Juli shares her own principles for success as well as some pertinent management/sales ideas that have helped her to find success in her own practice. Juli will share how, at McNeely Financial Services, the team works together and explores new ways to approach serving clients. The way we run our practices is changing and consumers are changing. ...
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Business GrowthEducational / Informative

Habit Plus Process Equals Success

Successful advisors have set processes in place to make success not only achievable, but predictable! Building reliable systems and processes sets the standards for how your business will perform. How do you want your team to feel in their work environment? How do you want your clients to feel when they begin working with you? Juli's presentation covers how to have solid systems and processes to achieve success for both your team's internal culture and the external culture your clients...
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Educational / InformativeTechnical / SpecificInspirational / Life-changing

Game Changers: Taking it to the Top

What does it take to be a game changer in this industry? Successful advisors have certain habits that set them apart from their competition. From having optimal time management to networking with others for a study group, Juli presents how to adopt those habits to take your production to the next level.
Business GrowthEducational / InformativeTechnical / Specific
Travels From
  • WI, US
Price Range
  • $5k - $5k
    On-site Fee (USD)
  • $1k+
    Virtual Fee (USD)
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2021
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