Beth Knox – Page 81 – Equity Services, Inc

Operations

E-Delivery Raffle Standings and Updated Resources

Updated ResourcesWhen your clients elect e-delivery, they are not only saving themselves fees starting in 2021, they are giving themselves access to all the…

Beth KnoxNovember 11, 2020

Advisory Solutions Prospecting & Marketing

New Client Communications Available

During the turmoil of 2020, communication with clients is more important than ever. Three new annual review emails, focused on the importance reviewing factors…

Beth KnoxNovember 11, 2020

Advisory Solutions Operations Technology

Closed Lot/Realized Gain/Loss Reporting Feature Temporarily Unavailable

Envestnet has identified an issue with our closed lot reporting feature on the ESI Illuminations Platform. This feature allows Envestnet to sync closed tax…

Beth KnoxNovember 11, 2020

Advisory Solutions

New Performance Snapshots for Q3 2020 are Ready!

To help you review the strategist portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots of…

Beth KnoxNovember 11, 2020

Compliance & Licensing Operations Product Prospecting & Marketing

ESI Leadership Q3 Field Update Replay Now Available!

In his first update as President of ESI, we heard from Ata Azarshahi as he reflected on Q3 and shared his early insight on…

Beth KnoxNovember 4, 2020

Operations

eDelivery Raffle! Where do you stand?

To increase our e-delivery client subscribers, ESI is sponsoring a raffle for both registered representatives and non-registered fingerprinted (NRF) persons! Click here for raffle details and…

Beth KnoxNovember 4, 2020

Advisory Solutions

Updated Materials from Symmetry Partners Now Available

Updated materials from Symmetry Partners, including sales maps and product information, are now available on the ESI Illuminations site. To view any of the…

Beth KnoxNovember 4, 2020

Advisory Solutions

Tapping into Maple: Tactical is Tough

In our role as investment advisors and portfolio managers, we have seen our share of events, including election cycles, that can increase market volatility.…

Beth KnoxNovember 4, 2020

Advisory Solutions

A Team Approach to Wealth Management – Now a Marketing Campaign!

For a lot of people, the thought of creating, implementing, and managing an investment strategy can be overwhelming, so we created the Team Approach…

Beth KnoxOctober 27, 2020

Operations

“Yes, there’s a Wealthscape Report for that.”

ESI Brokerage Operations will be running a new periodic segment in ESI Insights that provides information on the vast array of reports available through…

Beth KnoxOctober 27, 2020