Mallorie Manosh – Page 4 – Equity Services, Inc

Advisory Solutions Strategic Partners Technology

Envestnet Software Update 24Q3 Platform Maintenance

The 3rd quarter 2024 data center maintenance for Envestnet’s platform will take place on Saturday, September 21, 2024 beginning at 6:00 p.m. CDT and…

Mallorie ManoshSeptember 16, 2024

Best Practices Firm Update Training

Just Announced! Business Development Conference Returns in 2025

After the incredible success and rave reviews of our 2024 conference, we are excited to announce the dates and location for next year’s Business…

Mallorie ManoshSeptember 11, 2024

Advisory Solutions Product Strategic Partners

New Alternative Investment Opportunities: Introducing PIMCO and BlackRock Interval Funds

We are thrilled to announce the availability of two new interval funds—PIMCO Flexible Credit Income Fund and BlackRock Credit Strategies Fund—as part of our…

Mallorie ManoshSeptember 5, 2024

Compliance & Licensing Training

Two Months Left to Complete Continuing Education Requirements

ESI has instituted one deadline for all assigned CE requirements: October 30th. You are personally responsible for completing your Continuing Education. Continuing education for…

Mallorie ManoshSeptember 3, 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

Prospecting & Marketing Strategic Partners

Registration Closing Soon: Elevate Your Seminar Marketing with White Glove’s Host-U Event

2025 is right around the corner and that means it’s time to build your marketing plan. It might also mean identifying new ways to…

Mallorie ManoshSeptember 1, 2024

Best Practices Firm Update Prospecting & Marketing

Education Opportunities From ESI

Looking for training topics for your practice? ESI has a library of presentations available that can complement your development and training program. We also…

Mallorie ManoshAugust 27, 2024

Advisory Solutions Firm Update

Reminder: 2nd Quarter 2024 Alternative Mutual Fund Lists are Available

Alternative mutual funds are screened based on various due diligence criteria. To assist with what funds may be purchased, there is an Alternative Mutual…

Mallorie ManoshAugust 14, 2024

Firm Update

Register for August 15th ESI Senior Leadership Field Update

Mark your calendars and register for an update from ESI’s Senior Leadership Team on August 15th at 1:00 pm EDT. This call is part…

Mallorie ManoshAugust 6, 2024

Incentives

Here’s How to Get Reimbursed for Your Exam Prep

Supporting our reps in their professional development as financial services professionals is something ESI is deeply committed to. We offer reimbursement for exam preparation…

Mallorie ManoshJuly 23, 2024