Shows
Financial Freedom with Tom HegnaEpisode 6 - Juli McNeely (Financial Clarity by Design)Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Financial Clarity by Design is ready to lead you down the path to obtain those goals and dreams. Financial Clarity by Design can help you achieve your goals.Juli McNeely CFP®, CLU, LUTCF, joined the firm in 1996 after working in the banking industry for five years. Juli and her team changed the business name to Financial Clarity by Design in 2022. Juli specializes in the areas of retirement planning, education fun...2025-06-1221 min
NAIFA's Advisor Today Podcast SeriesLeadership, Legacy, and Women in Financial Services With Juli McNeelyJuli McNeely, CFP, CLU, LUTCF, is a seasoned financial services professional with over 25 years of experience. Through her consulting work and speaking engagements, she continues to empower financial professionals to define success on their own terms and excel in their careers. In 2014, Juli made history as the first female president of NAIFA. She is also the accomplished author of No Necktie Needed: A Woman’s Guide to Success in Financial Services, which offers insights into achieving a balanced and fulfilling career in the industry. In this episode… The financial services industry is shrinking its advisor workf...2025-06-0453 min
Meet The Author ShowSeason 1 | EPISODE 11: Juli McNeelyOn the latest episode of The Females and Finance Meet the Author Show, Tony Steuer spoke with Juli McNeely, President of McNeely Financial Services about her book "No Necktie Needed: A Woman's Guide to Success in Financial Services".
Juli McNeely, CLU, CFP, LUTCF is the President of McNeely Financial Services. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples, and successful professionals. Juli also served as the only female President of the National Association of Insurance and Financial Advisors (NAIFA).
2021-10-0127 min
Prism Insurance AgencyWhat Schools Aren’t Teaching Your KidsHow do the tech-savvy millennial generation and the financial industry fit together? As young consumers, aged 18-35, what should they consider when planning for a bright future? Joining Prism Insurance Agency is Juli McNeely, President of the National Association of Insurance and Financial Advisors, here to discuss the financial tools available to millennials and how they can plan now to achieve their goals. Learn what millennials might consider when choosing an advisor, and what resources they can use to empower themselves financially.
And if your looking to ensure your retirement plan is on the path you want, please go to:
https...2018-12-0317 min
MDRT PodcastComplying and determining fees based on the DOL fiduciary ruleIn the final episode of the three-part podcast series, MDRT members discuss how the upcoming Department of Labor regulation will be enforced and how to establish value in a fee-based practice.
You’ll hear from:
John F. Nichols, MSM, CLU
Simon John Gibson, DipPFS
Juli McNeely, CFP, CLU
Susan Catherine Paterson, FChFP
Episode 2: https://soundcloud.com/mdrt-podcast/preparing-for-the-dol-fiduciary-rule
Episode 1: https://soundcloud.com/mdrt-podcast/global-producers-discuss-the-dol-fiduciary-rule
This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications.
The Million Dollar Round Table® (MDRT) does not guarantee the...2016-07-2526 min
MDRT PodcastPreparing for the DOL fiduciary ruleIn the second episode of a three-part podcast series, MDRT members discuss the way businesses adjust as a result of regulation and how advisors should start getting ready for the change.
You’ll hear from:
John F. Nichols, MSM, CLU
Simon John Gibson, DipPFS
Juli McNeely, CFP, CLU
Susan Catherine Paterson, FChFP
Episode 3: https://soundcloud.com/mdrt-podcast/complying-and-determining-fees-based-on-the-dol-fiduciary-rule
Episode 1: https://soundcloud.com/mdrt-podcast/global-producers-discuss-the-dol-fiduciary-rule
This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications.
The Million Dollar Round Table® (MDRT) does not guarantee the...2016-07-2025 min
MDRT PodcastGlobal producers discuss the DOL fiduciary ruleIn the first episode of a three-part podcast series, MDRT members discuss the reasons behind the upcoming DOL fiduciary rule, and its expected impact on advisors and clients.
Episode 2: https://soundcloud.com/mdrt-podcast/preparing-for-the-dol-fiduciary-rule
Episode 3: https://soundcloud.com/mdrt-podcast/complying-and-determining-fees-based-on-the-dol-fiduciary-rule
You’ll hear from:
John F. Nichols, MSM, CLU
Simon John Gibson, DipPFS
Juli McNeely, CFP, CLU
Susan Catherine Paterson, FChFP
This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications.
The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax...2016-07-1126 min