Make 2024 the year you take your practice to new levels by attending the 2024 ESI Business Development Conference!

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Mainstage sessions include world class speakers, partner table talks, and interactive peer sessions.

Breakout sessions include business growth topics such as successful Registered Rep and Advisors Panel; Differentiating your Practice by Communicating Your Value; and more curated marketing, sales, technology, operations, and practice management sessions.

Day One

Monday March 18^th, 2024

Big Ideas from the Main Stage:

• Turning Market Insights into Client Engagement & Action – Fidelity
• Stress Test Your Practice – Brighthouse
• Building an Advice Based Practice – Envestnet
• Engaging NextGen Investors – Allianz
• Rep Roundtable – ESI

Dial In Your Development with Breakout Sessions:

Track 1	Track 2	Track 3
The Power of Annuities – Allianz	Bonds 101 – Maple Capital	EFA Updates & Enhancements – ESI
Shifting the Efficient Frontier – Equitable	Differentiate Your Practice by Communicating Your Value – Touchstone	ESI Prospecting and Marketing Resources – ESI
Approaching Peace of Mind with Your Clients – Fidelity	Financial Professionals’ Guide to Estate Planning – Transamerica	Presenting The Investment Strategy Proposal – ESI

Day Two

Tuesday March 19^th, 2024

Big Ideas from the Main Stage:

• Keynote! Technology as a Team Building Tool – Diana Cabrices, founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for wealthtech & financial services brands.
• A Growth Story: One Advisor’s Path to Success – Peter MacKenzie, Investment Advisor Rep, shares how one of your peers effectively scaled their business.  
• Successful Rep Panel Discussion

Dial In Your Development with Breakout Sessions:

Track 1	Track 2	Track 3
The Thin Line Between Wealth and Legacy – Brighthouse	Coming Soon!	Teaming with Technology – ESI
Recognizing Personality DNA: Recognizing Clients’ and Prospects’ Core Personality Types – Jackson	Developing and Empowering Your Team – AssetMark	Solving Client Needs with ESI’s Product Platform – ESI
Truelytics – Envestnet	Value Add Features Included in Your Affiliation Fee – ESI	New Business Journey – ESI

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Brought to you by Envestnet:

“It may be hard to believe, but at the end of October last year, the S&P 500 was resting at a lowly 4,100 and the 10-year U.S. Treasury was yielding ~4.85%. Then over the ensuing ten weeks into year-end, and now another four into the New Year, the Index has rallied more than +20% to ~4,925 and the yield on the 10-year Treasury Note has fallen -85bps to ~4.05%. What happened?”

Click Here to Read the Full Article

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Learn More and Register
View Agenda
ESI Business Development Conference
March 17th – 19th, Westin Old Alexandria, VA

Session Description: Is the market overbought or is there more upside? In your CIO role, you’re expected to answer client questions like these Fidelity will help you by discussing what the Fed is thinking, and how it would impact the market, investing in the US, Europe, and China, how to forecast recessions and whether it could lead to a soft landing, hard landing, or no landing. Then we will discuss how to invest in different environments of inflation and economic growth, with an eye on the 2024 election impact. In your CEO role, you have to decide what client services to offer to appeal most to client needs, that leads to higher advisor AUM growth, revenue growth, and client growth. We’ll dive into how advisors can segment their clients to give a more tailored experience to mass affluent, higher net worth, and smaller accounts to enhance the client experience while scaling their practice.

Fidelity’s Paul Ma leads a team of portfolio strategists that have reviewed approximately 30,000 advisor portfolios to date. The team helps advisors review and consider how to fine-tune their client portfolios, check assumptions, and look for ways to improve performance and diversification.

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View Agenda
ESI Business Development Conference
March 17th – 19th, Westin Old Alexandria, VA

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Keynote speaker at the ESI Business Development Conference

Diana Cabrices is the founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for wealthtech & financial services brands. Prior to introducing the industry’s first-ever outsourced Chief Evangelist offering, Diana held executive roles in advisor marketing and technology, and has supported thousands of financial advisors in implementing growth strategies across some of the most fundamental areas of their businesses — marketing, branding, technology, succession planning, recruiting, and M&A. In 2023, Diana was named Women In Wealth Management’s “Up and Comer” for her outstanding achievements and innovation in financial services. Diana is a member of Women in Insurance and Financial Services, leads the charge at Advisors Growing As A Community™, and she sits on the advisory board for a number of technology & service companies driving growth and digital evolution in the industry.

Learn More and Register
View Agenda
ESI Business Development Conference
March 17th – 19th, Westin Old Alexandria, VA

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Effective next commission cycle, paying February 21, 2024, there will be a Minimum Check Threshold re-established to the field for life & annuity earnings, including ESI securities compensation. This will only impact agents/registered representatives receiving a paper check. Earnings less than $500.00 will accumulate each cycle. Once the threshold of $500 is met, a check will be cut for payment. Additionally, any earnings that have been held, but not yet met the threshold, will be released at quarter end.

Agents/registered representatives can avoid this by simply adding direct deposit information into the Commission Payment Portal. They will need to notify ESICommissions@nationallife.com when they make this change, so that any held earnings can be released. There is a note on the Commission Overview page in the Agent Portal notifying agents to this change.

For any questions regarding this process change please reach out to ESICommissions@nationallife.com.

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From Envestnet PMC: A Look at Diversification Pros and Cons for 2023
Diversification Scorecard Q4 2023

“In the year of the magnificent-7 stocks leading the charge higher for equities, it has been challenging to champion the benefits of diversification. High growth tech and AI-fueled exuberance helped to power this hyper-concentrated list of stocks up 107% in 2023, often leading many who track the S&P 500 Index wondering, “What about the other 493 stocks? What about other asset classes outside of large cap growth? Does diversification still matter?” Click below to check out this quarter’s diversification scorecard.”

Click here to review Envestnet PMC’s Diversification Scorecard

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From Maple Capital
Monthly Commentary as of 1.31.2024
Click here to read the full Commentary

• “Bond yields on the short end of the yield curve fell slightly in January while those on the long end rose a bit.  These changes were very minor and led to a rather dull total return of 0.0% for the Bloomberg U.S. Intermediate Aggregate Index.
• Following up from the “Powell Pivot” in December, every piece of incoming economic data was carefully scrutinized as investors are trying to predict the timing of the Fed’s first rate cut.  Much of the data remained on the firm side but ultimately it will be inflation that determines when the Fed will act.
• Retail flows into fixed income funds and ETFs have been robust, which has been helpful in allowing record-high supply of corporate bonds to be readily absorbed by the market.  Spreads were flat in the intermediate segment of the corporate market for the month, which left excess returns over Treasuries at just 8 basis points for the month. 
• The Mortgage-Backed Securities sector lagged Treasuries in January, giving up some of their gains from late last year.  Excess returns compared to Treasuries were -18 basis points.
• Equity market performance was mixed: domestic and Developed international indexes posted positive results, while Developing international was down nearly 5% on China-related weakness.
• The initial read on fourth quarter GDP surprised to the upside at 3.3% annualized. Growth was broad-based, with every major component posting gains. This was the 6th consecutive quarter of growth at 2% or better and it leaves the full year growth figure at 3.1%.
• Some of the notable aspects of GDP growth include: 1) a 14.8% surge in non-residential structures for the full year, primarily EV and microchip plants owing to the Inflation Reduction Act and CHIPS & Science Act, 2) durable goods outlays rose at a 4.6% annual rate in the 4th quarter, while non-durables posted a 3.4% annualized gain, 3) exports rose at a 6.3% annualized rate in the quarter.
• Progress on inflation also continues to mount. Core PCE, the Fed’s favorite inflation barometer, is now at or below 2% on a 3-month and 6-month annualized basis and is under 3% on a year-over-year basis.
• These growth and inflation metrics continue to surprise and confound most economists. Our favorite characterization came from BMO Capital Markets: they called it “Goldilocks on steroids.” Still, the cumulative effect of 525 basis points of Fed rate hikes since March of 2022 is having an impact and some degree of slowing is expected in 2024. Many are predicting a soft landing, but an outright recession remains a distinct possibility.
  Within the S&P 500 Index, Nvidia, Microsoft, and Meta Platforms were the top three contributors to return for the month. Tesla, Apple, and Intel Corporation were the biggest detractors in January.”
  
  Click Here to Read the Full Maple Capital Commentary

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ESI will be closed Monday February 19^th, 2024 in observance of President’s Day. We will re-open Tuesday, February 20th with normal business hours.

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Attend an interactive panel discussion with highly successful Reps. Hear how they have grown their business to serve their clients. Ask questions and gain actionable insights.

A planned session at the ESI Business Development Conference, the ESI Successful Reps Panel brings together some of ESI’s top Reps to tell their story and share actionable best practices.

Register for the ESI Business Development Conference
Team Up for Success

Click Here To Learn More About the Conference
March 17^th – March 19^th, 2024
Westin Old Alexandria, VA

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Who is invited?
All ESI Registered Reps, Advisors, Office Managers, Marketing Managers, and Administrative Teams.

Register for the ESI Business Development Conference
Team Up for Success
March 17 – 19, 2024
Westin Old Alexandria, VA

What is the goal?
Grow your business by teaming up in person to exchange best practices with leading ESI Registered Reps, Advisors, Strategic Partners, Marketing Partners, Technology Partners, ESI’s Business Development Team, and Home Office experts.

Which Partners will be there?
Financial
Allianz, Fidelity, Brighthouse, Envestnet, AssetMark, 3D/L, Equitable, Jackson, Maple Capital, Touchstone, Transamerica
Marketing, Technology, Professional Development
FMG, Redtail, White Glove, Broadridge Wealth Data & Analytics, STC, CellTrust, and more

Agenda
Mainstage sessions include world class speakers, partner table talks, and interactive peer sessions. Breakout sessions include business growth topics such as successful Registered Rep and Advisors Panel; Differentiating your Practice by Communicating Your Value; and more curated marketing, sales, technology, operations, and practice management sessions.

Cost
ESI covers the Conference including sessions, meals, and receptions. Attendees are responsible for travel and hotel costs. The room rate has been subsidized by ESI for an attendee rate of $199.

Register
Space is limited to 100 Representatives, Marketing Managers, Office Managers, and Administrative Teams.

What did we hear from Business Development Conference attendees in 2023? Watch Now.

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