Prospecting & Marketing – Page 8 – Equity Services, Inc

Compliance & Licensing Operations Product Prospecting & Marketing

ESI Leadership Q3 Field Update Replay Now Available!

In his first update as President of ESI, we heard from Ata Azarshahi as he reflected on Q3 and shared his early insight on…

Beth KnoxNovember 4, 2020

Prospecting & Marketing

Rep Insights: Carey Yukich and Jennifer Vinovich Talk Marketing Strategy

Carey Yukich and Jennifer Vinovich of TrueWealth Advising Group start each January with a marketing plan and calendar of activities that helps keep their…

Beth KnoxOctober 20, 2020

Prospecting & Marketing

Tax-Conscious Investing Resources

With continued market uncertainty and the looming election, clients are reevaluating their financial strategies and Advisors may consider the possibility of a shifting tax…

Beth KnoxOctober 13, 2020

Prospecting & Marketing Strategic Partners

Client Tax Planning Calendar Available from Symmetry Partners

Symmetry Partner's tax planning calendar is now available and includes key tax deadlines and tax planning activities throughout the year. Download it here! TC117455(1020)1

Beth KnoxOctober 13, 2020

Compliance & Licensing Prospecting & Marketing

Reminders on Use of Social Media

Getting Started with Social MediaLinkedIn, Twitter, and Facebook business pages, are the only permitted social media and must be connected to Hearsay. Hearsay is…

Beth KnoxOctober 13, 2020

Prospecting & Marketing Strategic Partners

7 Ingredients That Make You Truly Authoritative in Your Clients’ Eyes

One of the greatest accolades you can receive from a client is the declaration that you are an authority in your field. Even better…

Beth KnoxSeptember 15, 2020

Product Prospecting & Marketing

401k Retirement Plan Options from American Funds and TD Ameritrade Now Available

OverviewTwo new 401k retirement plan options are now available to Investment Advisor Representatives. Capital Group, home of American Funds, offers flexible retirement plan solutions,…

Beth KnoxSeptember 15, 2020

Prospecting & Marketing Strategic Partners

How to Stay Virtually Connected with Prospects and Clients

To enhance your client connections, consider supplementing in-person meetings and seminars with digital alternatives, such as video conferencing and webinars. Virtual meetings can help…

Beth KnoxSeptember 1, 2020

Advisory Solutions Prospecting & Marketing

Your One Stop Shop for IAR Materials – ESI Illuminations!

All Your Illuminations Resources in One Place! Have you taken a look at the updated Platform section of the Illuminations platform? The tabs under that section…

Beth KnoxSeptember 1, 2020

Prospecting & Marketing

We’ve Updated Our Investment Evolution Marketing Campaign!

Purpose of the Campaign – Market Yourself and Build Your Investment Business This campaign is designed to help you market yourself and your services…

Beth KnoxAugust 11, 2020

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
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.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
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