Mallorie Manosh – Page 6 – Equity Services, Inc

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

Operations Technology

Possible Impact to ACH Payments with PNC Bank Policy Change

Earlier this week, AdvicePay shared a courtesy notice regarding a recent policy change from PNC Bank that may affect ACH payments across all payment…

Mallorie ManoshSeptember 15, 2025

Best Practices Operations Product

Clear Conversations: Setting the Right Expectations for FIAs and RILAs

As financial professionals, our credibility comes from being clear, accurate, and client-focused. One area where we can make a big impact is how we…

Mallorie ManoshSeptember 15, 2025

Firm Update

Strengthening Our Future Together – Important Updates to 2026 Fees & Compensation

At ESI, our commitment has always been to provide you with the best platform, technology and support to help grow your business and serve…

Mallorie ManoshSeptember 15, 2025