Beth Knox – Equity Services, Inc

Register Today for the ESI Business Development Conference

Don't miss out - registration closes Friday, August 7th. September 8–10, 2026 The Westin Alexandria Old Town Alexandria, Virginia Register Today Running a successful…

Beth KnoxJuly 21, 2026

Operations

Continuing Our Commitment to Lower-Cost Share Classes in APM Programs

As part of ESI's ongoing commitment to helping you deliver value to your clients, we have been working to ensure our Flagship Select, Directions…

Beth KnoxJuly 21, 2026

Best Practices

The Mid-Year Client Experience Checkup

Five questions every financial professional and advisor should ask about the experience they're delivering. Mid-year is a natural time to review client portfolios, business…

Beth KnoxJuly 21, 2026

Prospecting & Marketing

Top 5 Referral Opportunities Advisors Often Overlook

When advisors think about referrals, it's easy to focus on asking for introductions. But in many cases, referrals happen naturally—not because of a well-timed…

Beth KnoxJuly 7, 2026

Best Practices Compliance & Licensing Operations

Get Ready: New Best Interest Supplemental Worksheet for NFS Brokerage and ESI Illuminations Business

We are pleased to announce the release of an updated Best Interest Supplemental Worksheet (BISW) for NFS Brokerage and ESI Illuminations business. The updated…

Beth KnoxJuly 7, 2026

Best Practices Firm Update Operations

Coming Soon: Bank Deposit Sweep Program

We are pleased to announce an upcoming enhancement to our brokerage platform: the introduction of ESI's Bank Deposit Sweep Program (BDSP). The primary purpose…

Beth KnoxJune 25, 2026

Prospecting & Marketing

Stay Visible. Stay Connected. New Social Posts Available Now

A fresh set of branded social media posts is now available through Hearsay Social and MarketingEdge (FMG), making it easy to maintain a consistent…

Beth KnoxJune 23, 2026

Best Practices Training

Join Industry Leaders at the 2026 Business Development Conference

REGISTER NOW Registration is open for ESI's 2026 Business Development Conference—an experience dedicated to helping you strengthen your business, sharpen your strategy, and connect…

Beth KnoxJune 9, 2026

Advisory Solutions

Rich Whalen, ESI VP Technology Strategy & Execution, Featured on Beacon Podcast

How can technology create more meaningful time for advisors and clients? Our VP of Technology Strategy & Execution, Rich Whalen, joined Chip Kispert on…

Beth KnoxJune 9, 2026

Advisory Solutions Product Training

June 23rd Webinar: (Re)Introducing AssetMark Self-Directed Brokerage Account

Join ESI and AssetMark Topic: (Re)Introducing AssetMark Self-Directed Brokerage Account June 23rd, 2026 2:00 PM ET Register Here What if you could help clients…

Beth KnoxJune 9, 2026