Prospecting & Marketing – Equity Services, Inc

Resource Spotlight: Depositing Money Into Your ESI Brokerage Account

Did you know ESI has a client-friendly flyer available that walks clients through the various ways they can deposit money into their brokerage account?…

Mallorie ManoshMay 30, 2026

Prospecting & Marketing

Marketing by Career Stage: What to Do Now and What to Do Next

As financial professionals, we often think of marketing as a set of tactics—social media, events, emails, websites, referrals. But one of the most important…

Mallorie ManoshMay 29, 2026

Best Practices Prospecting & Marketing

Top 5 Ways Financial Advisors Can Increase Referrals

Referrals remain one of the most effective and trusted ways for financial advisors to grow their businesses. Yet many advisors leave this opportunity underdeveloped.…

Beth KnoxMay 5, 2026

Prospecting & Marketing

Turn April Into Opportunity: Three Conversations Your Clients Are Ready For

April Is Financial Literacy Month — Turn Awareness Into Action April isn’t just a busy month—it’s a meaningful one for your clients. With Financial…

Mallorie ManoshMarch 26, 2026

Prospecting & Marketing Strategic Partners

The Advisor of 2026: Evolving with Purpose

By Mallorie Manosh, AVP Marketing & Communications, ESI The wealth management industry continues to evolve at a rapid pace. New technologies are emerging, client…

Mallorie ManoshMarch 12, 2026

Prospecting & Marketing Technology

Client Questionnaires Available in CoBrand on Demand

Our Client Fact Finder and Risk Tolerance Questionnaire are designed to help you deepen client relationships and support your discovery conversations. Both pieces are…

Mallorie ManoshMarch 10, 2026

Incentives Prospecting & Marketing

Now Available: 2026 Incentives & Growth Opportunities Flyer

Our updated 2026 Incentives and Practice Management Opportunities flyer is now live and ready for you to explore. This annual resource brings together the…

Mallorie ManoshFebruary 26, 2026

Prospecting & Marketing

Modern Marketing Made Easy

You are invited to Our Exclusive Webinar Modern Marketing Made Easy: Build Your Brand, Grow Your Business with MarketingEdge, Powered By FMG Thursday |…

Beth KnoxFebruary 4, 2026

Prospecting & Marketing

Webinar: Build Your Brand, Grow Your Business

Webinar: Build Your Brand, Grow Your Business with MarketingEdge, Powered By FMG Thursday | February 12th | 12:00 PM Register Modern marketing made easy.…

Beth KnoxJanuary 21, 2026

Compliance & Licensing Prospecting & Marketing

AdTrax Helpful Reminders

We recently marked the one-year anniversary of using AdTrax, and during this time, we've successfully reviewed 10,277 submissions. The Advertising Guidance Team (AGT) sincerely…

Beth KnoxJanuary 8, 2026