901-754-9404
My List0

We've now made it easier for you to research and save your favorite keynotes speakers. Click on the + sign to add a speaker to your Speaker List and email your favorites to colleagues and friends.

using System.Text.RegularExpressions;
Juli McNeely, keynote speaker

Juli McNeely

    • 2015 "Woman of the Year" by the Women in Insurance and Financial Services
    • President of McNeely Financial Services
Full Bio
In Person-Fee 🛈

$7,500 and Under

Virtual Fee:

$7,500 and Under

Travels From

Wisconsin

Juli McNeely - Find Similarities To Differentiate

Juli McNeely - Find Similarities To Differentiate

Juli McNeely Speaker Biography


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.

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 confidence. After all....isn't that what we all want? To feel confident in ourselves and connect on a deeper level with those around us so they can feel confident in the decisions they are making.

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 this session asking yourself, "What's next for me?"

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.  Will you keep up?  Will you evolve?

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 experience.

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.

Related Speakers

Anusha Wijeyakumar, keynote speaker

Anusha Wijeyakumar

Health and Wellness Speaker

Rebecca Shambaugh

Rebecca Shambaugh

Leadership Development Expert

Derek Daly, Speaker

Derek Daly

Legendary Race Car Driver

Susan Keane Baker, Speaker

Susan Keane Baker

Vice president at New York and Connecticut hospitals

Isabel Perry Speaker, Communication Skills Speaker

Isabel Perry

The Safety Doctor

Edgar Perez, Speaker

Edgar Perez

Quantum Computing

Brenda Combs, Motivational Speaker

Brenda Combs

Inspirational Educator & Survivor

Nicole Malachowski, Military Speaker

Nicole Malachowski

Pioneering Aviator and First Woman Thunderbird Pilot

Curtis Zimmerman, Speaker on Performance

Curtis Zimmerman

Speaker and Author

Dick Vermeil, Leadership Speaker

Dick Vermeil

Owner of Vermeil Wines

Ryan Leak, keynote speaker

Ryan Leak

Author of Chasing Failure

Mike Egan, Economics Speaker

Mike Egan

Personal Finance Speaker and Author

Reviews

Testimonials

A wonderful bureau to work with! Big ups to everyone who helped make our event a success. Fingers crossed we get the chance to collaborate fo..

MDRT | Testimonial

"As always, you are the best most responsive speaker bureau I've ever worked with!"

Image Media

Angela Schelp was a great partner in finding the right kick-off speaker for our conference. This was my first conference identifying the keyn..

CubeSmart

I just wanted to thank Matt Meyer and Sheryl Moon for their meticulous assistance with identifying, securing and preparing our chosen guest s..

Testimonials | TraceLink | Executive Speakers

This was my first experience using ESB to locate and secure a keynote speaker for my Corporate event. They were extremely easy to work with a..

AngMar Medical Holdings

"Matt Meyer was really wonderful in assisting me to find the correct keynote speaker for our conference. Jenny Foreman was completely on top ..

The Anchor Group

"As always, Executive Speakers Bureau helped us execute another flawless event. It is always so reassuring to know that you have a team behin..

Texas Hospital Association

"What stands out about the times I have worked with Executive Speakers Bureau is their lightning-fast response time. ESB’s account exec..

Keynote Speaker

"I've worked with Richard and ESB for many years and he's always able to deliver for us. He works hard to meet your speaker goals within the ..

Chem Dry

"Angela is the best!!! I can always count on her honest feedback about speakers. She helps me look like a hero to my company!"

Testimonials | Medtronic | Executive Speakers
Need Suggestions? Have Questions?

Need Suggestions? Have Questions?

Call to discuss how we can you help find the right speaker(s) for your organization.

© 2022 Executive Speakers Bureau. All Rights Reserved.

Design and Developed by eBiz Solutions

Get Ideas in 1 hour or less

Executive Speakers Bureau consistently receives praises about our speed and efficiency. From the beginning of your event planning, our extensive online speaker database and resourceful staff allow us to quickly equip you with the best speaker for your event.

Need a last minute speaker? No worries. Our speed and efficiency help us give you ideas for speakers in one hour or less.

Please fill in information below