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Go from self-doubt to self-confidence

Juli McNeely shares how to wow clients by exceeding their expectations.

Starting and staying in the financial services profession can be difficult, but there are things you can do to ensure longevity and success in your chosen field. Juli McNeely has been a financial advisor for more than 20 years and has learned some essential skills for rising above the noise inside your head, identifying your strength areas and delivering wow-worthy experiences to your clients. In this presentation, McNeely shares how she overcomes the challenges and builds lasting relationships in her practice.

Following the previously recorded presentation, you’ll be able to pose questions and have them answered by McNeely, who will join us live from Wisconsin.

Cal white April 17th, 2019

Time white 01:00PM Central