Looking for training topics for your practice? ESI has a library of presentations available that can complement your development and training program.
We also offer flexibility:
- All presentations can be presented as a webinar or in person under the right circumstances.
- Presentations can be adjusted to meet your needs and timeframe.
- If you don’t see the topic that you’re interested in, call us. We want to build a program that meets your needs, so contact ESI Business Development and tell us what’s on your mind.
Below is a listing of available training presentations that the team at ESI is ready to present, ranging from basic business processing to advanced solution topics. Or, see our Education Opportunities Flyer for complete descriptions.
Practice Management
- Value Proposition
- Developing a Technology Strategy
- Business Succession Planning
- Investment Camp 8-Week Curriculum
Advisory Solutions
- Converting to a Fee-Based Practice
- Intro to Advisory
- Intro to ESI Illuminations
- Team Approach to Managing Money
- Understanding the Representative as Portfolio Manager” Role
- Unified Managed Accounts and Separately Managed Account Managers
Note: You must be an Investment Advisor Representative of ESI to offer financial planning/fee-based investment advisory services. These services are offered in conjunction with a Financial Planning or Financial Consulting Agreement.
Illuminations Platform Training
- Illuminations 101
- Illuminations 201
Sales Ideas and Market Development
- Marketing to Pre-Retirees & Building Distribution Based Portfolios
- Evolution of the Fee-Based Portfolio
- Introduction to Variable Annuities
- Qualified Plans: Get Your Boots Back on The Ground
- Utilizing Annuities as an Asset Class
Prospecting & Marketing
- Communication in an Electronic Age: Opportunities You May Be Overlooking
- Leveraging ESI’s Digital Marketing Partners
- Social Media Best Practices
- Build a Marketing Plan
Operations & Technology
- Submitting Business to ESI
- Suitability Fundamentals
- Intro to Wealthscape
- Intro to Investigo
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