Habits Plus Process Equals Success

Habits + Process = Success

How to build rock solid processes for consistent success

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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We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?

“Process, process, process.” -Shanna Stringfield

“Process. Need to get more organized and processes in place.” -Julie Cassiani

“Look to work with new advisor I’ve known for years and do what I love to dp. Create Chapter 2. I keep staying in front of clients vs. quitting and retiring.” -Robert Priganc

“GAP Growth Active Passive. GAP. Angela great job as always!.” -Edna Rachal

“HABITS! Re-look at our processes, set up better onboarding, look at segmentation better.” -John Seaman

“New processes, one at a time. Segment differently.” -Barbara Cottrell

“Process.” -Hank Wang

“Seeing the outlines of Juli’s process was very helpful. I’m going to expand my CRM processes as well as my client segmentation to a more quantifiable measure.” -George Cheatham


“Processes and some of the tools she uses. I’ll be looking into the legacy box. But also have been meaning to write down processes and put it into a system but I haven’t dedicated time to do so. I’d like to say I’ll focus on that but baby steps. I put on the Google form it would be great to have a session going over the types of info Jim mentioned to prep clients for passing them onto the estate planning attorney. Also, while the tax planning will launch in 2023, I did have someone asking about it-are you doing it yourselves as it sounded like you’re partnering with CPAs? Can I get info on this now?” -Tonya White

“Growth plan areas and review / prepare each day. Write growth plan and create morning process. Thanks for helping me grow and serve my clients better.” -Lisa Martin

“Processes.” -Howard Silvermintz

“We can do better and work on creating better habits. Look at my habits.” -Marc Maretsky

“Have a system. Going to implement no more than two new processes at one time.” -Dennis Dean

“A format to get started. Staff organization & delegation along with the client process.” -Nate Chesley

“Business structure and actions with successor over the next 4 years. For me, continue with current clients: no intentional new ones!! Said it all.” -Roger Relfe

“Please let me know the best option you can help me to register with APEX 2022. Like Jim said today:
A) Confidence to Ask, Be Bold and be courteous all in one swing at bat
B) Adjust your Language
C) Change the light bulb here and there.
I’d like to meet all of you in person. See you next week!” -Fochson Fung

“Her process, her systems, her vision. Listen to her presentation few more times to see how and what can be implemented in my personal practice.” -Gobind Hemnani

“Systems you have in place. Implementation.” -Teresa Scicchitano


“Process, process, process. Focus on a better process.” -Gail Van Nest

“How Juli has paid attention to her clients comfort by understanding every detail in the process. Review what my client process is and if I can implement some ideas from today. I want to develop a marketing campaign around premium financing retirement planning using IUL.” -Barry Goldwater

“Team.” -David Dahl

“Set goals and develop a process. Get clients organized.” -Judith Shonnard

“CRM software her firm uses and how it helps them to communicate in their process. Have Angela Silbernagel schedule a zoom meeting with me.” -Zee Glavan