We’re introducing new asset managers and the Guided Choice UMA option through FMAX Illuminations to enhance ESI advisors’ ability to deliver differentiated investment strategies. This expanded platform provides more flexibility, access to diverse portfolio options, empowering advisors to align client goals with tailor , ...

Seminars shouldn’t feel like a gamble. In this ESI exclusive webinar hosted by AcquireUp, Frank Maselli, industry sales guru and seminar master, reveals how successful advisors transform seminars from one-time events into a repeatable, predictable system for attracting new clients and new assets—quarter after quarter. , ...

After an incredible 2025, we’re ready to kick off 2026 even bigger, better, and bolder! Join ESI Leadership’s Team for a 2025 recap, learn what’s coming in 2026, and hear from ESI’s new President, Alex David! Date: Thursday January 8, 2026 Time: 4:00pm ET Webinar Registration – Zoom , ...

Join our upcoming webinar to learn how the FMAX Sales Support team can help you grow your advisory business. We’ll cover prospecting strategies, case design, planning resources, and tools to deepen client relationships. Discover practical ways to increase efficiency, expand opportunities, and drive advisory growth wit , ...

Please join us to learn about the new FMAX Illuminations. Day-to-day or operational questions? Join ESI’s Abram Nunes and FMAX’s Greg Betts here – Meeting Registration – Zoom , ...