Juli McNeely
Habit + Process = Success
Wednesday, April 30 @ 2:00pm EDT
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 has been named "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 he experience and knowledge with those service consumers on Main Street America.
During this presentation, Juli will share success principles as well as some pertinent practice management ideas/sales ideas that have allowed her to find success in her own practice, As advisors, we often get stuck in our old ways, Juli will share how at McNeely Financial Services the team works together and explores new ways to approach servicing clients. The way we run our practices is changing & consumers are changing. Will you keep up? Will you evolve?
Event supported by Agency Resource Solutions, Sidekicks, Ignite Agency Training, XCEL Solutions, Sales Leader Consultants and Mivation.
Damon West
"Six Dimes and a Nickel: Life Lessons to Empower Change"
Monday, May 12 @ 12:00pm EDT
Damon West was a promising college athlete and Division 1 starting quarterback when a career-ending injury incited his struggle with drug abuse. Once he was introduced to methamphetamines, he became instantly hooked. The lives of many innocent people would forever be changed by the choices he made in order to feed his insatiable meth habit. By 2009, a Dallas jury had sentenced him to sixty-five years—a life sentence—for engaging in organized crime. Or, in prison slang, he got six dimes and a nickel. It was a RICO case, of which he was the ringleader.Inside the suffocating walls of a Texas maximum-security prison, fighting for his life and sanity, he found grit, courage, and determination to make a change. After a fateful discussion during his incarceration with a seasoned convict, Damon had a spiritual awakening. He learned that, like a coffee bean changing with the application of heat and pressure, he was capable of changing the environment around him. Armed with a program of recovery and a renewed sense of faith, Damon transformed so thoroughly that the parole board released him in 2015, placing him on parole until 2073. Since then, he’s become a highly sought-after speaker, bestselling author, husband, and stepfather, college professor, philanthropist, and an extremely successful entrepreneur.If you want to not only make a change in your life, but discover how to maintain that change and become the best version of yourself, then you’ve come to the right place. The principles and stories in this book are the blueprint for how Damon rewrote his story and, if applied, how you can rewrite yours.
Tuesday, June 10th @ 2:00pm EST
Learn why retirement strategies recommended by America’s famous financial gurus are often inadequate—and discover a math-based plan for wringing the most efficiency out of your retirement savings.Gurus like Dave Ramsey, Suze Orman, and others have amassed followers by the millions because of their paint-by-the-numbers financial strategies that are easy to digest and implement. And while they have helped many Americans eliminate debt and take their first steps toward financial freedom, their dumbed-down financial advice is inadequate and incomplete for those looking to maximize their savings.In fact, disciplined investors who have saved well and played by the rules risk losing hundreds of thousands of dollars over the course of their retirement journey by heeding this outdated, one-size-fits-all advice.In The Guru Gap, David McKnight, bestselling author of The Power of Zero, closes the gap between what mainstream media personalities advise and the sophisticated, math-based approach your retirement plan requires. This strategy includes:
This presentation is your guide to understanding the shortfalls of guru-based retirement strategies so you can bridge the advice gap that stands between you and a sustainable financial future.
Zoom Access for your entire Agency Team (Legacy + MOA) for the following four zoom sessionsApril 30 - Juli McNeelyMay 19 - Damon WestJune 10 - David McKnight
Zoom Access for your entire Agency Team (Legacy + MOA) for MDRT Agent Juli McNeely
Zoom Access for your entire Agency Team (Legacy + MOA) for Damon West
Zoom Access for your entire Agency Team (Legacy + MOA) for David McKnight
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