No Necktie Needed: A Woman's Guide to Success in Financial Services - Softcover

McNeely, Juli

Softcover

ISBN 10: 0692681825 ISBN 13: 9780692681824

Publisher: Juli McNeely Consulting, LLC, 2016

Synopsis

Does someone else define and measure success for you, instead of you deciding what gives your life purpose?

Can you imagine being 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?

Chronicling her experiences in two decades as a financial advisor and owner of McNeely Financial Services, in Spencer, Wisconsin, Juli McNeely is the only female past president of the prestigious 126-year-old NAIFA (National Association of Insurance and Financial Investors) organization, a position to which she was elected in 2014. Written in her candid, incisive, no-holds-barred style, No Necktie Needed: A Woman’s Guide to Success in Financial Services makes the industry accessible to women in search of a strong work-life balance and who seek to define and measure success by their own standards.

About this title

About the Author

A 20-year veteran of the financial services industry, Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin, founded by her father in 1974. She is immediate past president of the National Association of Insurance and Financial Advisors (NAIFA), having served as the 126-year-old institution's first female president. She is also a member of the industry's Million Dollar Round Table. Specializing in retirement planning, education funding, succession planning, and estate planning, she has presented her "Success on PURPOSE" talk to hundreds of industry professionals. Named 2015 Women in Financial Services (WIFS) "Woman of the Year," 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.

Edition details

• Publisher: Juli McNeely Consulting, LLC
• Publication date: 2016
• Language: English
• ISBN 10: 0692681825
• ISBN 13: 9780692681824
• Binding: Paperback
• Number of pages: 146