All Posts – Page 2 – Equity Services, Inc

Technology

Update to the Entreda Cybersecurity Passing Score

Update Effective December 9th When we first rolled out Entreda, the cybersecurity system, we knew it would provide a better experience than our previous…

Beth KnoxDecember 3, 2024

Advisory Solutions

Missed The Launch of AcquireUp This Week?

You’re in luck because we are offering one final webinar on Thursday December 5th. Join ESI and AcquireUp on December 5, 2024 at 1:30 PM…

Mallorie ManoshNovember 19, 2024

Advisory Solutions

Join Our Webinar: Expanding Your Reach – Growing Your Network

Expand Your Reach and Grow Your Social Media Network Are you looking to grow your social network and engage with clients and prospects on…

Mallorie ManoshNovember 19, 2024

Advisory Solutions Compliance & Licensing

Field Notice 2024-21: Investment Policy Exception Report Updates

Effective January 1st, 2025, ESI Financial Advisors (“EFA”) will change their notification process for accounts identified as being in violation of one or more…

Beth KnoxNovember 12, 2024

Best Practices Prospecting & Marketing Technology

Seminar Success Starts Here: AcquireUp Now Available for ESI Reps and Advisors

Introducing AcquireUp, a premier event marketing platform approved and available for your practice! As an ESI Rep or Advisor, you may be…

Mallorie ManoshNovember 7, 2024

Advisory Solutions

Get Ready to Meet ESI’s Newest Registered Index-Linked Annuity Offering

Corebridge's MarketLock Annuity is coming later this month - Join us for a webinar on Thursday November 21st to learn more! Join us Thursday…

Mallorie ManoshNovember 5, 2024

Advisory Solutions

Envestnet Announces New Tax Overlay Service!

No one likes dealing with taxes – but it’s one of those tedious tasks that just has to get done. If you don’t consider…

Mallorie ManoshNovember 5, 2024

Best Practices Compliance & Licensing Operations Prospecting & Marketing Training

AdTrax Tips & Tricks

Your questions and feedback compiled into Frequently Asked Questions! *A note for our agencies – Feel free to use these articles in your communications…

Mallorie ManoshNovember 5, 2024

Prospecting & Marketing Strategic Partners Technology

Redtail To Introduce New Pricing Structure

In August’s ESI Senior Leadership Update, we shared that Redtail would be introducing a new pricing structure for ESI. Starting December 19, 2024, Redtail…

Mallorie ManoshNovember 5, 2024

Best Practices Firm Update Incentives

Finish 2024 Strong: ESI Incentives and Practice Management Opportunities

From new ways to qualify for Elite Symposium, to the Illuminations Business Development Credit, even the new Rep Referral Bonuses, the opportunities keep growing…

Mallorie ManoshOctober 29, 2024