Beth Knox – Page 61 – Equity Services, Inc

Operations

2021 Premiere Select Retirement Account Annual Maintenance Fee Cycle

SummaryNational Financial Services will be charging Premiere Select Retirement accounts the annual $40.00 retirement maintenance fee on November 22nd, 2021. How can I avoid…

Beth KnoxAugust 31, 2021

Operations

Labor Day Holiday

The Markets and ESI will be closed on Monday, Sept. 6 in observance of the Labor Day holiday. Normal hours will resume on Tuesday,…

Beth KnoxAugust 31, 2021

Best Practices Prospecting & Marketing

White Glove is Now ApprovedWhite Glove provides comprehensive seminar/webinar services to agents and Registered Representatives. Learn more here. Accessing Illuminations Quarterly Performance ReportsThis client-approved…

Beth KnoxAugust 31, 2021

Incentives

Congratulations to Our to Elite Symposium Qualifying GAs!

While we’ve celebrated the Reps who have qualified for the ESI Elite Symposium in 2021, we want to also send a congratulations out to…

Beth KnoxAugust 25, 2021

Prospecting & Marketing

White Glove is Now Offered

White Glove provides comprehensive seminar services to agents and Registered Representatives. How it WorksWhite Glove’s seminar services include the following: Pre-Event services including market…

Beth KnoxAugust 24, 2021

Advisory Solutions Compliance & Licensing

Advisor as Portfolio Manager – 2021 Continuing Education

ESI’s 2021 Continuing Education Program for Advisors using the ESI Illuminations Flagship Select or Directions programs is now available on the FIRE Solutions website. …

Beth KnoxAugust 24, 2021

Operations

Updated Agent and Agency Ranking Reports are Now Available

Based on your feedback, ESI has updated the Agent and Agency Ranking reports available through the ACE Commission Portal. Formerly, these reports highlighted proprietary…

Beth KnoxAugust 24, 2021

Advisory Solutions Operations

Accessing Your Illuminations Quarterly Performance Reports – As Simple As 1, 2, 3

Accessing your Illuminations Quarterly Performance Reports (QPRs) through Wealthscape Investor is as simple as 1, 2, 3… CLICK HERE TO VIEW INSTRUCTIONS TC122630(0821)1

Beth KnoxAugust 24, 2021

Advisory Solutions Best Practices

ESI Advisor Marty Olson Discusses the Evolution of His Practice

Like many Advisors, Marty Olson had an interest in shifting his practice from mostly commission-based to a practice focused on fee-based advisory services. The…

Beth KnoxAugust 17, 2021

Incentives

Don’t Forget! We’ve got a Recruiting Referral Bonus Just for You!

Its no secret ESI is trying to grow – and we’ve always known our best reps are the one’s YOU find! Back in January…

Beth KnoxAugust 17, 2021