Mallorie Manosh – Page 4 – Equity Services, Inc

Power Up Your Marketing with Horsesmouth

Seminars that Engage. Content that Converts. Education that Builds Trust. If you’ve ever hosted a great client event, you already know the power of…

Mallorie ManoshOctober 23, 2025

Firm Update Operations

The ESI Support Line – What to Expect When You or Your Clients Call

At ESI, our goal is to ensure that you and your clients receive high-quality, timely support—every call, every time. As we move into the…

Mallorie ManoshOctober 23, 2025

Product

Webinar: New Private Real Estate Investment Opportunity Through iCapital

Join us for an exclusive introduction call to explore a new private real estate investment opportunity from FS Investments, available through the iCapital alternative…

Mallorie ManoshOctober 14, 2025

Best Practices Operations

Seasonal Address Changes… and what the heck is Snowliage?

At the time of writing this, it’s a brisk 28 degrees here in Montpelier — which can only mean one thing: snow is on…

Mallorie ManoshOctober 14, 2025

Compliance & Licensing

2025 Continuing Education Requirements Reminder

Field Notices 2025-01 and 2025-15 introduced this year’s continuing education (CE) program. This notice is simply a reminder that all CE requirements need to…

Mallorie ManoshOctober 1, 2025

Best Practices Strategic Partners Training

Sharpen Your Edge with Our Learning Library & Training Calendar

Staying on top of industry trends and best practices is one of the most important ways to keep your business thriving—and we’ve made it…

Mallorie ManoshSeptember 29, 2025

Product

SCS Premier – Announcement and Suitability Best Practices

Equitable Financial developed the Structured Capital Strategies (SCS) Premier as their next generation RILA. The new version is an index-linked annuity that has a…

Mallorie ManoshSeptember 29, 2025

Prospecting & Marketing

Your 30-Day Simple Social Media Funnel That Delivers Leads

We've been talking a lot about the Marketing Flywheel lately—the idea that growth isn’t a one-time push but an ongoing cycle of attracting, engaging,…

Mallorie ManoshSeptember 29, 2025

Best Practices Technology

In Case You Missed It: Broadridge Offers Improved “Held Away Data Integration” Experience

This is a reminder that the Broadridge Wealth Aggregation and Insights team have made several enhancements to the Held Away Data Integration (HADI) experience.…

Mallorie ManoshSeptember 22, 2025

Best Practices Operations Prospecting & Marketing

From Risk to Revenue: The Opportunity in IRA Beneficiary Updates

Undesignated beneficiaries put client assets at risk — and create a powerful opportunity for you to engage, add value, and expand your practice. As…

Mallorie ManoshSeptember 15, 2025