Matt Lyon – Equity Services, Inc

ESI Bank Deposit Sweep Program (BDSP) – Field Overview Webinar from 7/29

ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join us for a high-level overview of this important enhancement…

Matt LyonJuly 31, 2026

Learning Library

ESI Bank Deposit Sweep Program (BDSP) – Field Overview Webinar

ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join us for a high-level overview of this important enhancement…

Matt LyonJuly 14, 2026

Learning Library

Panel Discussion Recording: Growing Your Practice with Intention and Efficiency

Panel Discussion - Growing Your Practice with Intention and Efficiency A recording from Thursday, April 9th. View the recording of an engaging panel discussion…

Matt LyonMay 12, 2026

Learning Library

Future Standard – FS Credit REIT Product Discussion

Future Standard - FS Credit REIT Product Discussion A recap from Thursday, March 19th. This insightful webinar explores the fundamentals and opportunities of investing…

Matt LyonApril 7, 2026

Learning Library

Market Assessment Post Iran Strikes with Fidelity Investments

Iran Strikes Market Assessment with Fidelity Investments A recap from Tuesday, March 10th. Join ESI's Brian Nelson in collaboration with Fidelity’s Paul Ma, for…

Matt LyonMarch 12, 2026

Learning Library

Maple Capital 2026 Market Outlook

Join ESI and strategic partner Maple Capital as we look ahead to 2026. This market outlook focuses on what matters most to clients—protecting progress, managing…

Matt LyonMarch 3, 2026

Best Practices Training

Effective Use of Newsletters to Keep Clients Informed

Newsletters are a powerful tool for maintaining client engagement and keeping the communication channels open. They provide regular updates on market developments, office news,…

Matt LyonMay 28, 2025

Best Practices Training

Networking Strategies for Modern Financial Professionals

In the evolving landscape of the financial services industry, effective networking remains a cornerstone for success. For financial professionals, mastering both traditional and digital…

Matt LyonApril 25, 2025

Best Practices Training

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