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.