All Posts – Page 69 – Equity Services, Inc

Did you miss the ESI Leadership call?

ESI Elite SymposiumAs of 7/21/21, 22 ESI Reps have qualified to attend the ESI Elite Symposium in 2022! Congratulations to: Steve Simon - Beverly…

Beth KnoxJuly 28, 2021

Technology

Technology Recap: New Security, Better Efficiency and New Options Spotlighted

Offering a More Convenient Payment Solutions for Fee-Based ClientsAdvicePay is a solution for fee-based advisors that allows clients to pay for financial plans using…

Beth KnoxJuly 28, 2021

Compliance & Licensing

Compliant Social Solutions

Hearsay Social is a platform that allows you to participate on social media compliantly and efficiently. If you haven’t started using social to engage…

Beth KnoxJuly 28, 2021

Operations Technology

Operations Focused on Efficiency

Coming Soon: HSA AccountsESI is currently working with NFS to make Health Savings Accounts (HSAs) available on the NFS platform. Our target date or…

Beth KnoxJuly 28, 2021

Advisory Solutions Best Practices Prospecting & Marketing

Business Development Updates Range from Illuminations to a New Website

ESI Illuminations EnhancementsOur advisory platform, ESI Illuminations, has seen a lot of growth this year including: Bundled PricingEvery year ESI Illuminations evolves – new…

Beth KnoxJuly 28, 2021

Prospecting & Marketing

Equity-Services.com is Updated and Live!

While ESI still maintains a page on the National Life website, we’re excited to announce that we’ve developed a new ESI-focused website: Equity-Service.com. The…

Beth KnoxJuly 20, 2021

Training

Sign Up Today! ESI Rep Insights – 2021 Episode 3: Everything Evolves!

“What would happen to your business if you added $10 million in investment advisory assets under management to your practice?” That was the question…

Beth KnoxJuly 20, 2021

Compliance & Licensing Operations

Coming Soon: NFS Quarterly Surcharge for Physical Confirmation and Statements!

In the 3rd quarter of 2021, National Financial Services, LLC. (NFS) will begin assessing a quarterly surcharge for the physical delivery of client trade…

Beth KnoxJuly 20, 2021

Product

Updated Alternative Mutual Fund List!

The approved and restricted alternative mutual funds, as well as the watch lists have been updated. Below is a summary of the requirements for…

Beth KnoxJuly 20, 2021

Operations

Have a Direct Business Transaction? Give ESI Suitability a Ring!

The ESI Suitability team encourages you to contact us about your upcoming Direct Business transactions so that we may discuss big picture suitability topics…

Beth KnoxJuly 20, 2021