Best Practices – Equity Services, Inc

Seminar Best Practices: How to Turn Workshops Into Booked Meetings

Many financial professionals host seminars that feel productive but fail to generate actual business. The presentation lands, people say it was helpful, and then…

Mallorie ManoshOctober 14, 2026

Best Practices Operations Technology

RightBRIDGE Annuity Wizard — Available Now at No Cost to You

ESI continues to invest in technology designed to make it easier to do business. The latest addition to our technology ecosystem, RightBRIDGE Annuity Wizard,…

Beth KnoxOctober 6, 2026

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 1, 2026

Best Practices Operations

2026 NFS Required Minimum Distribution (RMD) Notifications

National Financial Services (NFS) will soon provide its annual Required Minimum Distribution (RMD) notification to eligible Premiere Select retirement account clients. The notification will…

Beth KnoxSeptember 22, 2026

Best Practices

When Life Changes, Financial Conversations Matter

Life milestones can bring excitement, uncertainty and new priorities. They can also create important opportunities for financial professionals to check in with clients and…

Beth KnoxAugust 26, 2026

Best Practices Firm Update Training

BDC Registration Closes Friday, Don’t Miss Out

Don't miss out - registration closes Friday, August 7th. September 8–10, 2026 The Westin Alexandria Old Town Alexandria, Virginia Register Today Running a successful…

Beth KnoxAugust 4, 2026

Best Practices Firm Update

Bank Deposit Sweep Program Resource Page Now Available

Financial professionals now have a dedicated destination for information and resources related to the Bank Deposit Sweep Program. The new digital resource page brings…

Beth KnoxAugust 4, 2026

Best Practices Firm Update Training

Register Today for the ESI Business Development Conference

Don't miss out - registration closes Friday, August 7th. September 8–10, 2026 The Westin Alexandria Old Town Alexandria, Virginia Register Today Running a successful…

Beth KnoxJuly 21, 2026

Best Practices

The Mid-Year Client Experience Checkup

Five questions every financial professional and advisor should ask about the experience they're delivering. Mid-year is a natural time to review client portfolios, business…

Beth KnoxJuly 21, 2026

Best Practices Compliance & Licensing Operations

Get Ready: New Best Interest Supplemental Worksheet for NFS Brokerage and ESI Illuminations Business

We are pleased to announce the release of an updated Best Interest Supplemental Worksheet (BISW) for NFS Brokerage and ESI Illuminations business. The updated…

Beth KnoxJuly 7, 2026