Updated Resources
When your clients elect e-delivery, they are not only saving themselves fees starting in 2021, they are giving themselves access to all the features that Wealthscape Investor provides. To help you incorporate e-delivery as an additional value-add to your clients we’ve updated our client communication material. Available as an email and as a letter, these are a quick and easy way to touch base with clients and provide a valuable service.
Current Raffle Standings
To increase our e-delivery client subscribers, ESI is sponsoring a raffle for both registered representatives and non-registered fingerprinted (NRF) persons! Click here for raffle details and start promoting eDelivery so that you can participate!
Registered Representative Leaderboard as of 11/6/20 (note that a minimum of 20 e-delivery subscriptions per entrant must be received to be eligible to win):
| Rep | Count | Office |
| Walter Parenti | 49 | Chicago |
| Travis Ramsdell | 38 | Hartford |
| Scott McKeever | 37 | Chicago |
| Mike Castillo | 31 | Vermont |
| Donald Reutemann | 25 | Albany |
| Anthony Nappi | 12 | New York |
| Dan Wolodkiewicz | 12 | Midwest |
| Michael Donnelly | 11 | Vermont |
| Stephen Simmons | 10 | Hartford |
| Steve Simon | 10 | Beverly Hills |
| Danielle Helfrich | 10 | Chicago |
Non-Registered Participants Leaderboard as of 11/6/20 (note that a minimum of 20 e-delivery subscriptions per entrant must be received to be eligible to win):
| Assistant | Count | Office |
| Arelis Lebron | 40 | Long Island |
| Jillana Lawson | 19 | Philadephia |
| Claudia Andruela | 15 | Red Bank |
| Jayne McCaren | 13 | Chicago |
| Mandy Lee | 8 | New York |
| Ann Marie Nance | 7 | Philadelphia |
| Susan Rosenberg | 7 | Staten Island |
| Teresa Epperly | 6 | Virginia |
| Laura Snyder | 4 | Ocean City |
| Carla Cody | 3 | Virginia |
| Deanna Meunier | 3 | North Jersey |
| Emily Curran | 3 | North Jersey |
| Mania Holden | 1 | Providence |
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