Few women in insurance or financial services are as accomplished as Juli McNeely, who graciously shares her insights in this week’s Producer Profile.
Being an independent life insurance agent and an agency owner is proving a perfect fit for Danielle Byrne, as it allows her to be present for her family while still helping people make responsible, critical decisions.
Founder and CEO of Work at Home Vintage Experts shares a message to believe in yourself, take risks, and run a state of the art, best practices agency that nurtures and rewards talent.
Washington D.C.-based employee benefits specialist Donna Alcorn has worked long and hard to develop trust among her client base, enabling her to deepen relationships as clients progress in their careers and go on to retire.
A strong desire to help as many people as she can drives this high-profile Tampa-based advisor, who had her “light bulb moment” three years ago that led her to start her own wealth management advisory firm.
This frequent-flying executive has mastered the skill of working efficiently on the run, and has built a culture where women can thrive and lead.
How this producer’s career path through the insurance industry led to her “best decision” to start her own company, where clients are like family.