Mallorie Manosh – Equity Services, Inc

Training

Stay Ahead with ESI’s On-Demand Learning Library and Live Training Calendar

Register now for May sessions—before your calendar fills up! At ESI, we’re committed to supporting your growth, development, and success—on your schedule. That’s why…

Mallorie ManoshApril 24, 2025

Prospecting & Marketing

Coming Soon: A Smarter, Streamlined Marketing Experience

We’re excited to announce a major upgrade to your marketing toolkit. Starting May 19, our trusted partner FMG Suite will roll out a ESI's…

Mallorie ManoshApril 24, 2025

Prospecting & Marketing Training

Creating a Strong Online Identity: Building Your Brand Webinar

Register for Our Webinar: Creating a Strong Online Identity – Building Your Brand, hosted by ESI and our partner, Hearsay Social. In today’s digital…

Mallorie ManoshApril 24, 2025

Product

Alternative Mutual Funds Lists – Updated

The 1st quarter 2025 alternative mutual fund lists, Approved, Watch and Restricted are now available. Additional details on each list and the training requirements…

Mallorie ManoshApril 24, 2025

Firm Update Recruiting

ESI Ranks #1 For Broker Dealer Growth, Again

You are on a winning team! Equity Services, Inc., has once again been ranked #1 among Broker-Dealers for Total Sales Deposits Growth with a…

Mallorie ManoshApril 9, 2025

Firm Update Operations

Advisory Fee Payments Coming Soon

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

Mallorie ManoshApril 9, 2025

Product

National Life Group – Flexible Premium Fixed Indexed Annuities Now Available

ESI has approved the new flexible premium FIA’s through the National Life Group. Flex Secure Growth: Available with 5-, 7-, and 10-year surrender periods. Flex…

Mallorie ManoshApril 9, 2025

Advisory Solutions Best Practices Training

ESI Investment Camp Returns for Q2

Investment Camp 2Q2025 is here! This 8-week virtual series promises an immersive dive into the intricacies of investment solutions, covering everything from fact finding…

Mallorie ManoshApril 8, 2025

Compliance & Licensing

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