Juli McNeely Consulting, LLC

Juli McNeely Consulting, LLC Juli McNeely provides one-on-one and group consultations. Instagram:
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She focuses on helping female financial professionals improve processes and confidence, but she has helped a diverse group of people outside of that niche.

A great day presenting to 350 State Farm agents & team members today at the Soaring Eagle Study Group. Thank you David A...
01/18/2025

A great day presenting to 350 State Farm agents & team members today at the Soaring Eagle Study Group. Thank you David Arce - State Farm Insurance Agent for the invitation!!!

200 copies of “No Necktie Needed” signed and heading your way David Arce!!! Looking forward to being part of your awesom...
12/11/2024

200 copies of “No Necktie Needed” signed and heading your way David Arce!!! Looking forward to being part of your awesome State Farm Soaring Eagles Study Group conference in January!!

Always great to spend time with Sheryl Hickerson!!
04/30/2024

Always great to spend time with Sheryl Hickerson!!

Sheryl Hickerson, CEO & Founder of Females and Finance, sits with longtime friend, mentor, and member of the Females and Finance community - Juli McNeely - t...

More confirmation that it’s a great time to be a female financial advisor!!!!!!!
02/05/2024

More confirmation that it’s a great time to be a female financial advisor!!!!!!!

Some $30 trillion in assets are expected to shift into the hands of women in the U.S. by the end of the decade, and the wealth transfer is already affecting how money is managed.

What an honor to be part of the MDRT Day in Panama.  Thank you to the committee for your wonderful hospitality.  I loved...
02/03/2024

What an honor to be part of the MDRT Day in Panama. Thank you to the committee for your wonderful hospitality. I loved my time in your beautiful country!! Until next time........

I love this!!!! Claiming it today!!!
07/25/2023

I love this!!!! Claiming it today!!!

What can we say? The support was incredible. Thank YOU for making Embracing Equity: Strategies For The Advancement Of Wo...
03/13/2023

What can we say? The support was incredible. Thank YOU for making Embracing Equity: Strategies For The Advancement Of Women In Financial Services the success it was. Whether you were able to attend the entire 4 hours, popped in and out or missed it completely, you were on our list of someone that supported the mission and empowers women.
All we can say is THANK YOU! Thank you to the speakers, the attendees, those that supported the speakers and those that supported us...especially Tim. It was the fastest 4 hours in history.
The stories, strategies and substance that was shared exceeded our expectations and what we've heard and read...definitely confirms that.
For those of you that have been asking, we do have the recording of the entire summit and it is available by clicking this link: https://bit.ly/3yjJYrf The cost is $20, and all proceeds will go to supporting the Financial Services industry.
With gratitude Selling In A Skirt by Judy Hoberman, Ande Frazier & me!!

Amy Jamrog Four Wings Consulting thank you!!!! You made my heart smile today with this flower delivery. My very own conf...
03/09/2023

Amy Jamrog Four Wings Consulting thank you!!!! You made my heart smile today with this flower delivery. My very own confetti moment!!!! Thank you for being part of our Embracing Equity Summit yesterday!! I’m grateful to call you a friend!!!

IT'S INTERNATIONAL WOMEN'S DAY!  Yes, TODAY is the day!Join Judy Hoberman, Ande Frazier and me with 17 of our most amazi...
03/08/2023

IT'S INTERNATIONAL WOMEN'S DAY! Yes, TODAY is the day!
Join Judy Hoberman, Ande Frazier and me with 17 of our most amazing friends and colleagues TODAY from 12-4:00 Central.
Our speakers will be sharing their stories and strategies about Embracing Equity and Advancing Women in Financial Services.
If you haven't registered, you still have a few hours left.
Here's the link so do it now while you are thinking about it:
https://bit.ly/3lELiBY
There will be surprises throughout the time and you will want to be there.
We want to see you there...Are you coming?

ONE MORE SLEEP!!! Are you ready?Tomorrow is   and we are SO very excited about our speakers who will be sharing their st...
03/07/2023

ONE MORE SLEEP!!! Are you ready?
Tomorrow is and we are SO very excited about our speakers who will be sharing their stories and strategies about Embracing Equity and Advancing Women in Financial Services.
It's time to meet our final group of Speakers, in alphabetical order...so much easier as we love them all equally.
Please meet Kenyata Jones Moore, Maree Moscati, Dave Resseguie, Pamela Sams, Faith Teope and Natalie Wolfsen.
Another group of amazing leaders in the industry. With stories, strategies and lessons learned, this is another way to be on the inside track of the Financial Services industry.
If you haven't registered, you still have time. It's happening TOMORROW, WEDNESDAY, MARCH 8th from noon-4:00 central.
There will be surprises throughout the time and you will want to be there.
Register Now: https://bit.ly/3lELiBY
Selling In A Skirt by Judy Hoberman, Ande Frazier and I will be looking for you!

We are counting down the days...just 2 more, until   and we are SO very excited about our speakers who will be sharing t...
03/06/2023

We are counting down the days...just 2 more, until and we are SO very excited about our speakers who will be sharing their stories and strategies about Embracing Equity and Advancing Women in Financial Services.
It's time to meet our next group of Speakers, in alphabetical order...so much easier as we love them all equally.
Please meet Gail Goodman, Tom Hegna, Sheryl Hickerson, Amy Jamrog and Lyndsey Monahan. Another group of amazing leaders in the industry. They all cover different angles of financial services and they all have their own stories and strategies to share.
If you haven't registered, now is the time. It's happening on WEDNESDAY, MARCH 8th from noon-4:00 central.
There will be surprises throughout the time and you will want to be there.
Register Now: https://bit.ly/3lELiBY
Selling In A Skirt by Judy Hoberman, Ande Frazier and I will be looking for you!

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702 East Willow Drive
Spencer, WI
54479

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