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1 - 10of 1399

Results: 1399

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.

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.

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.

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

Dec 16, 20194 min

A simple way to explain term vs. permanent life insurance

Clients won’t buy what they don’t understand. Juli McNeely shares how she explains term vs. permanent life insurance to clients.

Juli Y. McNeely, CFP, CLU; John F. Nichols, MSM, CLU

Aug 13, 201943 min

Leadership

Nichols and McNeely define what leadership means to them and reveal how they leverage it to improve themselves, advance their businesses and serve those around them.

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

Aug 23, 20196 min

Finding similarities to differentiate

McNeely discusses how to find new and better ways of serving your clients by identifying and analyzing their pain points.