Mallorie Manosh – Page 4 – Equity Services, Inc

Built for Advisor Choice: The Strategists and Managers on ESI Illuminations, FMAX

As part of our continued investment in delivering a modern, flexible advisory experience, ESI is pleased to share an updated ESI Illuminations Strategist &…

Mallorie ManoshJanuary 13, 2026

Firm Update

A Record-Breaking Year, Built Together

As we come to the close of another record-breaking year, we wanted to take a moment to reflect on everything that made 2025 such…

Mallorie ManoshDecember 30, 2025

Prospecting & Marketing Strategic Partners Training

Make 2026 the Year Seminars Finally Work

2026: The Year Seminars Become a Growth Strategy—Not a Gamble Seminars remain one of the most powerful ways to grow your practice but only…

Mallorie ManoshDecember 23, 2025

Training

Investment Camp 101 & 201

Master the Fundamentals. Scale with Confidence. Whether you’re brand new to investments or ready to sharpen your edge, ESI’s Investment Camp Series gives you…

Mallorie ManoshDecember 22, 2025

Advisory Solutions

2026 Kick Off with Alex David and ESI Leadership Team

Join us to kick off 2026 and meet our new leader, Alex David! After an incredible 2025, we’re ready to kick off 2026 even…

Mallorie ManoshDecember 22, 2025

Advisory Solutions Firm Update

Illuminations Advisory Fee Payments: 5 Things to Know

Q1 2026 | Envestnet → FMAX Transition As we prepare to transition the Illuminations advisory platform from Envestnet to FMAX in Q1 2026, we…

Mallorie ManoshDecember 22, 2025

Incentives

December 2025 ESI Leaderboard Rankings

The race to qualify for the Elite Symposium 2026 in San Diego is heating up! Here are the Leaderboard results for all 5 ways…

Mallorie ManoshDecember 17, 2025

Firm Update

Meet Alex David

President & Chief Executive Officer, Equity Services, Inc. A proven leader dedicated to elevating the advisor experience, driving strategic growth, and scaling organizations with…

Mallorie ManoshDecember 12, 2025

Advisory Solutions

Year End Commission Cycle Cutoff

Important Dates: The ESI Commission Cycle will close early the week of Christmas, on Monday December 22nd. Payroll deposits for that cycle will occur…

Mallorie ManoshDecember 11, 2025

Firm Update Strategic Partners Technology

Built for Choice: Your 2026 Guide to ESI Platforms & Tools Pricing

At ESI, we believe that transparency builds trust—and trust builds strong partnerships. Our 2026 ESI Platforms & Tools Pricing Sheet is designed to give…

Mallorie ManoshDecember 11, 2025