Mallorie Manosh – Equity Services, Inc

2025 Detached Branch Examinations

Detached Office Examinations It’s time to begin your 2025 detached office examinations. Field Offices of Supervisory Jurisdiction (“FOSJ”) are responsible for examining all associated…

Mallorie ManoshMarch 25, 2025

Best Practices Operations

Faster Transfers, Fewer Delays: Optimize TOA Processing with Statement Reviews

Make Your Transfers Seamless Did you know that submitting a recent account statement with your Transfer of Assets (TOA) request can significantly speed up…

Mallorie ManoshMarch 25, 2025

Firm Update Technology

Exciting Docupace Enhancements: What You Need to Know!

We’ve just rolled out enhancements to Docupace, designed to make your workflow smoother and more efficient. Here’s what’s new: ✅ Automated Email Notifications –…

Mallorie ManoshMarch 25, 2025

Advisory Solutions

Beyond Money: Transamerica – The Rest of Retirement Webinar

Join us Today, Thursday, February 27th, 2025 | 4:00 PM ET Come explore 'Beyond Money - The Rest of Retirement' with our upcoming session…

Mallorie ManoshFebruary 19, 2025

Advisory Solutions

Get Paid for Your Referrals!

We’re committed to rewarding the recruiting efforts of our valued ESI Reps, Advisors and Managing Directors. That’s why we offer a referral bonus to…

Mallorie ManoshFebruary 19, 2025

Advisory Solutions

Upcoming NFS “CTA” Campaign

Here's an opportunity to reach out to clients and check in with them this first quarter of 2025! Remind them of the value of…

Mallorie ManoshFebruary 19, 2025

Training

Looking to Sharpen Your Skills and Grow Your Practice? Introducing ESI’s New Training Calendar!

Looking to sharpen your skills and grow your practice? Check out ESI’s brand-new Training Calendar—your go-to resource for all upcoming sessions in one easy-to-navigate…

Mallorie ManoshFebruary 12, 2025

Prospecting & Marketing

New Prospecting Opportunity for 2025: Investment Evolution

A Comprehensive Campaign to Grow Your Business Introducing Investment Evolution, ESI’s newest proprietary marketing campaign designed to help you connect with new audiences and…

Mallorie ManoshFebruary 12, 2025

Advisory Solutions

Maximize Your Opportunities in 2025

From exclusive incentives to unmatched practice management and growth resources, ESI is here to help you thrive in 2025. Check out all the opportunities…

Mallorie ManoshFebruary 5, 2025

Advisory Solutions Best Practices Market Updates Prospecting & Marketing Strategic Partners Training

Last Call to Register: BDC Agenda Promises High Impact

Are you ready to take your business to the next level? If you haven’t registered yet for the highly anticipated 2025 Business Development Conference,…

Mallorie ManoshFebruary 5, 2025