No Necktie Needed

Primary audience for this is women in financial services or women entrepreneurs. Could also be modified slightly for new advisors. Note: This talk can be modified more for recruiting women into the financial services as well.

Course Description: Does someone else define and measure success for you? Shouldn't you decide what gives your life purpose? You are a highly valued part of an industry that lets you use the skills and attributes that come naturally to you as a woman 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 will share her experiences of two decades as a financial advisor and owner of McNeely Financial Services, Spencer, Wisconsin. No Necktie Needed will show you that the sky is the limit!

Take Aways:

  1. Five steps to evaluate the defining moments in our lives that can either make or break our success.

  2. Apple these same five steps to "bursting" moments--those moments where we know we have achieved success at some level. Bursting Moments are times in your life that you are overcome with complete joy from the inside out.

  3. Evaluate what truly fulfills us. Ultimately the areas we find most fulfillment falls into three general categories: Our Purpose, Our Health, and Our Relationships.


Success On Purpose

Audience is broad for this talk...male/female, new/seasoned

Course Description: How do you define success and when do you know when you have found it? Juli discusses those defining moments and lessons learned that have shaped her own success and have allowed her to continually evolve her own definition. You'll leave this session asking yourself "what's next for me?"

Summary: Success looks different for everyone. Is it getting a designation or obtaining a certain level of production? Many believe that there are certain steps that must be taken in order to be "successful" in our industry. Success is more than obtaining goals. Setting and striving to reach our goals is essential but merely obtaining a designation or a certain level of production doesn't necessarily mean you are successful. It is about touching lives, making a difference, and appreciating what we have. The talk appeals to all career stages--young advisors to transitioning seasoned advisors.

Take Aways:

  1. Five steps to evaluate the defining moments in our lives that can either make or break our success.

  2. Apple these same five steps to "bursting" moments--those moments where we know we have achieved success at some level. Bursting Moments are times in your life that you are overcome with complete joy from the inside out.

  3. Evaluate what truly fulfills us. Ultimately the areas we find most fulfillment falls into three general categories: Our Purpose, Our Health, and Our Relationships.


Success Strategies

Audience is broad for this talk...male/female, new/seasoned

Course Description: More and more women are making the financial decision in the household. What do we as financial advisors need to do to reach this market? How do we need to change the way we have approached clients and prospects in the past to attract this growing segment of decision makers?

Summary: We will explore...

  • Why women are so important today?

  • How we can better relate to female prospects?

  • What actions can help us connect with female prospects?

Take Aways:

  1. Learn why women will control more and more of the financial wealth in the U.S.

  2. Learn how women approach their finances differently

  3. Learn about what women want from their advisor

  4. Learn strategies of how to engage and communicate with females.