Advisory Solutions – Page 2 – Equity Services, Inc

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

Advisory Solutions Product Strategic Partners

Brinker Capital – Available for New Accounts

Brinker Capital and their Destinations portfolios had been suspended to new accounts since February 1, 2024. This restriction was for both Illuminations and direct…

Beth KnoxAugust 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

Advisory Solutions Firm Update

Reminder: 2nd Quarter 2024 Alternative Mutual Fund Lists are Available

Alternative mutual funds are screened based on various due diligence criteria. To assist with what funds may be purchased, there is an Alternative Mutual…

Mallorie ManoshAugust 14, 2024

Advisory Solutions Best Practices

Did You Know? Strengthening Your Advisory Services with Dedicated Sales Support

As part of our ongoing commitment to supporting your success, we offer a range of sales support services designed to optimize your practice and…

Mallorie ManoshJuly 9, 2024

Advisory Solutions Strategic Partners Technology

Enhancing Advisory Capabilities with ESI Illuminations

We are excited to announce the latest updates to our ESI Illuminations advisory platform. This upgrade includes new manager additions, allowing for a broader…

Mallorie ManoshJuly 2, 2024

Advisory Solutions

In Case You Missed It: Elevate Your Practice with Our New Study Group Series

ESI is thrilled to announce the launch of three new study group series, each tailored to address the unique needs and challenges of financial…

Beth KnoxJune 26, 2024

Advisory Solutions

Are You Maximizing Your Marketing Reimbursements?

Our Marketing Reimbursement Policy changed earlier this year and now offers a generous limit of $5,000 per product sponsor per calendar year. If you…

Mallorie ManoshJune 26, 2024

Advisory Solutions Training

Joe Theismann to Headline the ESI Elite Symposium, Four Seasons Nashville

ESI is honored to welcome Joe Theismann as the 2024 Elite Symposium Keynote Speaker, presenting “Game Plan for Success”.The ESI Elite Symposium - An…

Beth KnoxJune 18, 2024

Advisory Solutions

Docupace Upgrade: Greater Efficiency with Direct Business Items

Docupace New Account Widget Update – Work Item Sync for Direct Business We are excited to announce a significant update to our Docupace system…

Mallorie ManoshJune 18, 2024

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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

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