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Results: 20

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood; Michelle L. Bender, CFP

Dec 12, 2020

The secrets of successful study groups

Four MDRT members discuss their experiences of being part of a study group, as well as why study groups are so important for personal and professional development.

Juli Y. McNeely, CFP, CLU

Jun 28, 20234 min

Retirement planning beyond the money

We do our best to help our clients prepare financially for retirement, but should we take it a step further to prepare them personally as well? Learn McNeely’s tips for helping your client build a personal retirement readiness plan in addition to their financial plan — and watch them live the retirement they always dreamed of as you strengthen your relationship with them.

Juli Y. McNeely, CFP, CLU; Ron Bland

Dec 16, 20215 min

How to build and maintain successful teams

Harnessing the incredible power of teams at home, at work and in our volunteer lives will take you further than you’ve ever dreamed! In this session, two Top of the Table members discuss how building stronger teams around you grows your potential as well as the potential of others.

Juli Y. McNeely, CFP, CLU; George B. Sigurdson, CLU; Gary F. Heuer, FICS; Craig Palfrey, CFP

Dec 15, 20216 min

COVID-era changes in my practice I’ll keep in place after the pandemic

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.

Juli Y. McNeely, CFP, CLU

Nov 10, 20218 min

Ways to increase your confidence

Juli McNeely, CFP, CLU, explores the confidence gap between men and women, shares how to identify ways to grown your own confidence and explains how increasing your own confidence will help your clients as well.

Juli Y. McNeely, CFP, CLU

Jun 28, 20215 min

Beyond the money

During times of crisis, we realize the relationships we have with our valued clients go far beyond just money. Because other parts of our lives can greatly impact our financial life and vice versa, McNeely developed a quick satisfaction survey that you can implement into your business to help gauge how your clients are doing as a Whole Person.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

What is the main thing you get from your study group?

Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood share the key benefits they've received from being part of a study group.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

Why study groups need agendas

To get the most out of study group meetings, Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood believe in the power of an agenda. Having a set agenda keeps everyone on track and makes sure you respect members' time.

Clay Gillespie, CFP, CLU; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

Why and how to start a study group

Study group veterans Clay Gillespie, Juli McNeely and Nelson Wood explain why being part of a study group is a valuable investment into your career, plus how to start one.

Regina Bedoya, CLU, ChFC; Vanessa Y. Bucklin, MBA, CLU; Addie Murdock; Juli Y. McNeely, CFP, CLU

Jan 20, 202162 min

How female advisors succeed — and help others do the same

A panel of three MDRT members discuss what it's like to be a female advisor and share their own success stories and how they’ve gained confidence over the years, as well as how to recruit and retain more female advisors into the profession.