Juli McNeely, president of McNeely Financial Services, knows the formula for success. Success has a lot to do with a vision, good habits, and a clearly defined process. If you take the time to figure these elements out now, you can have a solid blueprint for success moving forward that’s efficient and effective. Why? Because when you document and put a process in place to repeat what works, you are working smarter, not harder. Achieving success using this method is a much better bet than “just winging it.”
Juli is also a published author, speaker and motivator. She knows how to leverage these different roles in her life to meet new prospects, convert new clients and grow her industry credibility and influence.
Agenda
How creating habits and writing a growth plan will help you find even greater success and balance.
How to create processes and systems so that success becomes more predictable.
How to build a team culture that is unstoppable.
How segmenting your clients will lead to stronger relationships and laser focus on the “right” things.
How to build a marketing strategy that grows your brand and leads to more referrals.