All Posts – Page 70 – Equity Services, Inc

The Tax Man Cometh

“Since our last Markets in Motion, our Global Macro view has begun to playout. Since mid-May, growth/quality equities have turned from laggards to leaders…

Beth KnoxAugust 3, 2021

Advisory Solutions

Tapping Into Maple – Exiting Energy – Obsolescence Risk Rising

Re-opening Theme – An Opportunity to Exit Client’s Exposure to Oil“Maple Capital used the prevalent re-opening theme in the equity market as an opportunity…

Beth KnoxAugust 3, 2021

Advisory Solutions Compliance & Licensing Incentives Operations Product Technology

Did you miss the ESI Leadership call?

Last week’s ESI Leadership call provided updates, announcements and reminders of new resources that can help save you time and build your business. Click…

Beth KnoxAugust 3, 2021

Best Practices

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