Join us August 12th!
Habits Plus Process Equals Success


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Far too often, businesses get caught up in repeating old processes that don’t yield as much success as they may have in the past. Former NAIFA President and 13x MDRT Member Juli McNeely shares her engaging “Habit + Process = Success” presentation. Learn how to implement new processes and habits that will not only benefit your existing client base, but will help you broaden and expand your abilities to assist new clients. From internal and external process management to building a dynamic team culture, there’s so much to take away from this rapid fire presentation!

Key Takeaways:

  • How creating habits and writing a growth plan will help you find even greater success and balance
  • How to create processes and systems so that success becomes more predictable
  • How to build a team culture that is unstoppable
  • How segmenting your clients will lead to stronger relationships and laser focus on the “right” things
  • How to build a marketing strategy that grows your brand and leads to more referrals

Agenda, subject to change:

  • 10:30: Intros
  • 10:35: Juli McNeely presents: Habit + Process = Success
  • 11:30: Real Wealth® updates
  • 11:35: Q&A
  • 12:25: Closings
  • 12:30: End

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