Matt Lyon – Equity Services, Inc

Integrating Estate Planning into Your Comprehensive Financial Strategy

Estate planning is a crucial component of comprehensive financial management, yet it is often overlooked or treated as a separate entity from overall financial…

Matt LyonMarch 28, 2025

Best Practices

Understanding the Impact of Tax Efficiency on Investment Returns

In the world of investing, tax efficiency is a crucial yet often overlooked factor that can significantly influence overall returns. By understanding how to…

Matt LyonMarch 19, 2025

Advisory Solutions Best Practices Strategic Partners Technology

Introducing Our New eMoney Webinar Series: Enhancing the Value of Financial Planning

We are excited to announce a new monthly webinar series hosted by eMoney, designed to help financial advisors unlock the full potential of financial…

Matt LyonSeptember 11, 2024

Advisory Solutions Best Practices Strategic Partners Training

Introducing “Meet the Managers”: A New Monthly Webinar Series

Join us for an exclusive opportunity to gain direct insights from the experts behind the portfolios on our ESI Illuminations platform with our new…

Matt LyonSeptember 3, 2024

Best Practices Product

Words That Work: How to Talk About RILAs the Right Way

Join us Thursday Sept. 5th with Brighthouse Financial's Rob Hall as we go over Registered Index-Linked Annuities or RILAs and how they can help…

Matt LyonAugust 27, 2024

Operations Technology

Envestnet: Software Update

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…

Matt LyonAugust 27, 2024

Firm Update Prospecting & Marketing

ESI Ranks #1 Among Broker-Dealers for Q1 Sales Growth

You are on a winning team! For Q1 2024, Equity Services, Inc. (ESI) ranked #1 among Broker-Dealers for Total Sales Deposits Growth with a…

Matt LyonAugust 27, 2024

Market Updates Strategic Partners

Corrections Happen. What’s Next?

July was an eventful month. From the start, August appears it could be even more so. The collision of political, economic and, ultimately, market…

Matt LyonAugust 20, 2024

Market Updates Strategic Partners

August Market Swoon by Maple Capital

Tapping into Maple - With contiued market fluctuation and uncertainty, read why Maple Captial remains dedicated to their long term, bottom up approach. Market…

Matt LyonAugust 20, 2024

Advisory Solutions Prospecting & Marketing

Fiduciary Duties – Brush Up on Your Knowledge

It's important to know the difference between your fiduciary duty to a client's best interest; and acting as a fiduciary. Take a moment to…

Matt LyonAugust 14, 2024