Mallorie Manosh – Page 10 – Equity Services, Inc

Firm Update

You Are Invited: Join ESI Leadership for Our 2025 Kick Off Call!

Join us to celebrate ESI's 2024 success and hear what we'll be bringing to you in 2025! Date: Monday February 3rd Time: 1:00pm EST…

Mallorie ManoshJanuary 29, 2025

Advisory Solutions

Expand Your Reach and Grow Your Social Media Network

Kickstart 2025 by maximizing your social media strategy and positioning yourself for success! We’ve partnered with Hearsay Social to bring you an exclusive webinar…

Mallorie ManoshJanuary 21, 2025

Firm Update Operations

Reminder: Bond Mark-up and Mark-Down Schedule Changes Coming on 2/3

Reminder: Bond Mark-up and Mark-Down Schedule Changes Coming on 2/3 We are pleased to announce the introduction of a new schedule for calculating the…

Mallorie ManoshJanuary 21, 2025

Incentives

Announcing ESI’s Circle of Excellence

Circle of Excellence members represent our Top 25 ESI representatives for total production in 2024. Steve Simon* Patrick Stephens* Robert McIntosh* Charles Creighton* Michael…

Mallorie ManoshJanuary 15, 2025

Incentives

Congratulations to our 2024 Elite Symposium Qualifiers!

ESI is thrilled to unveil our EES Qualifiers. With more qualifiers than ever, four of which exceeded 1 million in total production and 18…

Mallorie ManoshJanuary 14, 2025

Advisory Solutions

Your Monthly Practice Playbook

ESI is committed to your success, and we've just launched a new resource in 2025 you shouldn't miss. The Practice Playbook: Your monthly Game…

Mallorie ManoshJanuary 14, 2025

Best Practices Compliance & Licensing Firm Update

Reminder: Streamlined Blotter Process Now Effective

On Monday, January 6th, 2025, changes were implemented to the Blotter process which help to streamline requirements and reporting. Each Field OSJ and Detached…

Mallorie ManoshJanuary 8, 2025

Advisory Solutions

Update to Financial Qualifications for Options Trading

As part of our ongoing administration of the firm's Options Trading program, we routinely review policies and procedures, including financial qualifications for customers applying…

Mallorie ManoshJanuary 8, 2025

Best Practices Prospecting & Marketing Technology

Seminar Success Starts Here: AcquireUp Now Available for ESI Reps and Advisors

A premier event marketing platform approved and available for your practice! As an ESI Rep or Advisor, you may be familiar with…

Mallorie ManoshNovember 7, 2024

Best Practices Prospecting & Marketing

Are You Still Manually Scheduling Appointments?

Maximize your efficiency and streamline client interactions for only $23 a month! Calendly is a dynamic scheduling tool that eliminates the back-and-forth of meeting…

Mallorie ManoshSeptember 3, 2024