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 🛈

$5,000 - $10,000

Virtual Fee:

$7,500 and Under

Travels From


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.


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.

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.

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?"

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?

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.

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

Andrew Friedman

Andrew Friedman

Principal and Founder

Ernie Hudson

Ernie Hudson

Award-Winning Actor Who has Overcome the Odds and Shares his Inspirational Story

Cathy O'Dowd speaker

Cathy O'Dowd

The First Woman to Climb Everest from Both Sides

John Cassis, Stress Management Speaker

John Cassis

Former Pro Baseball Player Speaking on Change

Matt Mayberry, Speaker

Matt Mayberry


Ben Stein, Celebrity Speaker

Ben Stein

Most Famous Economics Teacher in America

Nick Tasler, Speaker

Nick Tasler

Internationally acclaimed author

Amy Purdy Speaker

Amy Purdy

2018 Paralympic Silver Medalist

Mario Andretti, Speaker

Mario Andretti

Retired Italian American World Champion Racing Driver

Gitanjali Rao, keynote speaker

Gitanjali Rao

TIME Magazine's first-ever "Kid of the Year" in 2020

Thomas Frey keynote speaker

Thomas Frey

Google's Top Rated Futurist Speaker

Jay Baer, speaker

Jay Baer

25 years experience in Digital Marketing



Everyone on the ESB team has been great to work with for our events. Looking forward to keep working with ESB!

Plexus Worldwide

We had a positive experience with ESB. Matt Meyer is a great communicator and easy to get a hold of. His helped us through the process to mak..


ESB was patient, thorough, and responsive during the planning process. Thank you for making this such a great experience for us!


ESB supported our needs and the needs of our speaker throughout the entire process. I highly recommend working with ESB to find your next spe..


"It's always a pleasure to work with ESB. Very professional and personable staff. Thanks!"

Testimonial | Texas Society of Architects

"Excellent! Thank you for being a true partner to our organization and its development."

HCA Healthcare

"They are the only speakers bureau I will even consider using!"

Testimonial | Youth Villages

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..

Need Suggestions? Have Questions?

Need Suggestions? Have Questions?

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

© 2024 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