Beth Knox – Page 3 – Equity Services, Inc

Technology

Docupace Update: Branch Office Location Field No Longer Required

As part of our ongoing efforts to improve efficiency, we have updated Docupace to streamline some basic processing tasks. Effective immediately, the Branch Office…

Beth KnoxSeptember 11, 2024

Advisory Solutions Product Strategic Partners

Brinker Capital – Available for New Accounts

Brinker Capital and their Destinations portfolios had been suspended to new accounts since February 1, 2024. This restriction was for both Illuminations and direct…

Beth KnoxAugust 20, 2024

Best Practices Operations Product

Upgraded EFA Planning and Consulting – Live TODAY, August 15th

A reminder that the new guidelines for EFA Planning and Consulting will become mandatory on August 15, 2024. This upgrade includes: Revised Financial Planning…

Beth KnoxAugust 14, 2024

Strategic Partners Technology

Envestnet Portal Redesign: ENV3 Reskin

SummaryWe are excited to inform you that during the weekend of July 26th, Envestnet will be launching a new user interface, referred to as…

Beth KnoxAugust 14, 2024

Product Strategic Partners

Strengthen Relationships, Grow Business: Lincoln Strategic Partner Resources Guide

Seeking new ideas to grow your business? Explore Lincoln Financial’s Strategic Partner Resource Guide. Build Trust Using Practical Insights Enhance the Experience Communicate to…

Beth KnoxAugust 6, 2024

Operations

Premiere Select Inherited IRA – Beneficiary Claim Enhancement

Over the past few years, ESI Operations has consistently provided feedback to National Financial Services (NFS) regarding the need for a more streamlined process…

Beth KnoxJuly 23, 2024

Strategic Partners Training

Jackson Webinar – Unlocking Advisor Alpha: Maximizing Opportunity through Tax Management and Client Satisfaction

Register HereWhen: Thursday, August 1, 2024, 12:00PM Eastern TimeSession Title: Unlocking Advisor Alpha: Maximizing Opportunity through Tax Management and Client SatisfactionSession Description:Are you asking…

Beth KnoxJuly 23, 2024

Best Practices Operations Product

Advisory Fee Payments Coming Soon

Here are a few reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are typically billed to…

Beth KnoxJuly 9, 2024

Prospecting & Marketing

Announcing New Digital Recruiting Resources

As you recruit to your team, utilize the new Equity Services, Inc. Digital Pitchbook and the National Life Digital Pitchbook as your follow up.…

Beth KnoxJuly 9, 2024

Advisory Solutions

In Case You Missed It: Elevate Your Practice with Our New Study Group Series

ESI is thrilled to announce the launch of three new study group series, each tailored to address the unique needs and challenges of financial…

Beth KnoxJune 26, 2024