12月 16 2019
影片中提及會員
Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”