Mallorie Manosh – Equity Services, Inc

Firm Update

You’re Invited: ESI Mid-Year Update with Senior Leadership on Thursday, July 17th

We’re halfway through the year—and there’s a lot to talk about. Join us for a special mid-year webinar with ESI’s senior leadership team as…

Mallorie ManoshJune 19, 2025

Advisory Solutions

Now Available: Wealthscape Intelligence – Smarter Insights for Smarter Decisions

We’re excited to introduce Wealthscape Intelligence, a powerful new tool designed to bring greater clarity and efficiency to managing your book of business. What…

Mallorie ManoshJune 17, 2025

Operations

New “Letter of Instruction” Form Available Through Docupace

To continue our efforts in enhancing the efficiency and security of account servicing, we are excited to announce the release of a new Letter…

Mallorie ManoshJune 17, 2025

Best Practices Technology

Unlock Your Practice’s Full Potential with Truelytics by Envestnet

We’re excited to announce that Truelytics is now available — at no cost — to all ESI representatives! Truelytics is a powerful practice management and business valuation platform designed specifically for…

Mallorie ManoshJune 5, 2025

Operations Technology

Enhanced Open Positions Page Coming to Wealthscape on June 13, 2025

Effective June 13, 2025, an enhanced version of the Open Positions page will replace the current Open/Unrealized Positions page in Wealthscape. At that time,…

Mallorie ManoshJune 3, 2025

Prospecting & Marketing Strategic Partners

Want to Build Your Business? Show How Customer Obsessed You Are!

From AssetMark: Putting clients first isn’t optional. It’s essential. But truly living that mindset means more than meeting expectations or creating pleasing experiences. It means…

Mallorie ManoshJune 3, 2025

Advisory Solutions Strategic Partners Training

Meet The Strategists – Northern Trust

Tuesday, June 10th, 2025 at 4:00 PM EST Join us for another engaging installment of our "Meet the Strategists" series, this time featuring Northern…

Mallorie ManoshJune 3, 2025

Firm Update Operations

ICYMI: New Streamlined Process for Client Address Changes

Beginning June 15th, Registered Representatives can now use the new Change of Address Attestation Form to initiate a change of address for all ESI…

Mallorie ManoshJune 3, 2025

Market Updates Prospecting & Marketing

Help Clients Stay the Course During Market Uncertainty

How You Can Lead with Confidence After the U.S. Credit Outlook Downgrade With Moody’s recently downgrading the U.S. credit outlook—citing growing debt and political…

Mallorie ManoshMay 28, 2025

Operations

Grow Smarter: Strategic Planning for Your Practice

Are you ready to take a more intentional approach to growing your practice? Join us for an insightful session of ESI Investment Camp, where…

Mallorie ManoshMay 21, 2025