Let’s Move the Needle!
Over many years in the financial services industry, there has been a growing need for female advisors.
Barron's reported in 2019 that, "Women financial advisors represent just 15% to 20% of all advisors." Today, consumers want to work with an advisor who shares similarities and really understands them. More and more women will need the help of advisors, and who could better to help them than other women?
I'm on a mission to recruit and retain more female advisors, help their clients, and truly move the needle on industry statistics! Will you join me?
Thank You!
As a gift for visiting my website, I'd love to share a free exercise with you.
When was the last time you experienced a defining moment?
A "defining moment" is a situation, positive or negative, that radically changes the way you look at your life and the world. They can be personal, professional, or both.
Download a free, digital poster to work through a five-step process that can help you learn from your defining moments and establish what success means to YOU so you can continually grow.
Sometimes, when we’re on our path toward success, we’re chasing it so quickly, we forget to set a strategy for optimal performance. People watching us can see where we could improve, but it’s hard to see it on our own. Others can act as a sounding board, encourager, accountability partner, or mentor. You decide what gives your life purpose, but you don’t have to take the journey alone. Juli would love to join you!
Ready to take an even bigger step? Hire Juli as your full-time coach!
Have you hired a coach or consultant in the past? Sometimes the reason it doesn’t work out is because you’re not a good match for each other. It’s important for each person in the relationship to get a feel for one another before deciding what’s right for you. Click here to schedule a free consultation and meet Juli virtually.
Professional Speaker
If you’re looking for a professional speaker to present at an event or train your team, book Juli today. She has presented in all 50 states and internationally for over 14 years. She is available for keynotes, workshops, and even strategic planning sessions. As the former first female president of NAIFA, Juli is no stranger to travelling, but she has also contributed to podcasts, radio shows, webinars, and virtual summits. Use the button below to review Juli’s topics, see a sample of her work, and read her biography. Contact support@julimcneely.com to pencil in a date for your next event!
No Necktie Needed
A Woman’s Guide to Success in Financial Services
Juli wrote her first book because she recognized that the industry wasn’t set up for women. Training was created by men, for men, but women have unique, natural skills that make them extremely successful in financial services. Unfortunately, most training tends to teach people NOT to practice and improve those skills. If you or someone you know would like a career that allows you to use your natural abilities to their maximum potential while serving others, read No Necktie Needed. Click here to learn more about the book and see what others are saying about it.
Network with Others!
Mindset plays a very important role for any advisor, but it’s only the beginning of growth to great success. If you or someone you know needs to refocus and connect with others in a similar situation, join the Sisterhood of Success! This group meets virtually to learn how to overcome unique challenges, elevate every member of a team, and encourage more women to join the industry. Review the session topics, and use the button to learn more.
Session 1: Find Your Own Style & Seize the Moment!
Session 2: Tag Team
Session 3: Confidence Boost
Session 4: Success on Purpose
Session 5: What's Next?
Session 6: Connection Time!