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On the latest episode of The Females and Finance Meet the Author Show, Tony Steuer spoke with Juli McNeely, President of McNeely Financial Services about her book "No Necktie Needed: A Woman's Guide to Success in Financial Services".
Juli McNeely, CLU, CFP, LUTCF is the President of McNeely Financial Services. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples, and successful professionals. Juli also served as the only female President of the National Association of Insurance and Financial Advisors (NAIFA).
In this episode we discussed:
- Juli's latest book: No Necktie Needed: A Woman's Guide to Success in Financial Services
- Saying "no" to the negative voices in your head
- Her experience as the first female president of NAIFA
Be sure to connect with Juli:
LinkedIn: https://www.linkedin.com/in/juli-mcneely-8451337/
Website: http://www.mcneelyfinancial.com/
Twitter: @mcjuli2
Book: Here
The Females and Finance Meet The Author Show is sponsored by Paperwork.
By Sheryl HickersonOn the latest episode of The Females and Finance Meet the Author Show, Tony Steuer spoke with Juli McNeely, President of McNeely Financial Services about her book "No Necktie Needed: A Woman's Guide to Success in Financial Services".
Juli McNeely, CLU, CFP, LUTCF is the President of McNeely Financial Services. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples, and successful professionals. Juli also served as the only female President of the National Association of Insurance and Financial Advisors (NAIFA).
In this episode we discussed:
- Juli's latest book: No Necktie Needed: A Woman's Guide to Success in Financial Services
- Saying "no" to the negative voices in your head
- Her experience as the first female president of NAIFA
Be sure to connect with Juli:
LinkedIn: https://www.linkedin.com/in/juli-mcneely-8451337/
Website: http://www.mcneelyfinancial.com/
Twitter: @mcjuli2
Book: Here
The Females and Finance Meet The Author Show is sponsored by Paperwork.