ESI is thrilled to announce the launch of three new study group series, each tailored to address the unique needs and challenges of financial advisors. These series—Marketing Mastery hosted by AssetMark, Illuminations: Beyond the Basics hosted by Envestnet, and Maple Capital Strategic Advisory Sessions—are designed to provide insights and actionable strategies across different areas of financial advisory.
Marketing Mastery Study Group by AssetMark
Dive into the dynamic world of marketing with the Marketing Mastery Study Group. This series will empower you with the tools to enhance your client engagement, refine your marketing strategies, and expand your online presence. Key sessions cover topics from crafting compelling client value propositions to mastering digital marketing techniques.
Illuminations: Beyond the Basics by Envestnet
For advisors ready to push the boundaries of their advisory capabilities, Illuminations: Beyond the Basics offers deep dives into complex investment strategies and practice management. Enhance your understanding of UMAs and SMAs, learn to personalize investment solutions at scale, and discover the efficiencies of outsourcing, among other advanced topics.
Maple Capital Strategic Advisory Sessions
Join Maple Capital for strategic sessions focused on elevating your fee-based business and optimizing client portfolio management. Whether you’re dealing with qualified or non-qualified assets, or you’re looking to deepen your understanding of fixed income strategies, this series will equip you with the insights to succeed.
Each study group is structured to provide not only theoretical knowledge but also practical applications through case studies and interactive discussions. These sessions are excellent opportunities for advisors seeking to enhance their expertise, stay ahead of industry trends, and provide superior client service.
Don’t miss out on the chance to elevate your practice and network with peers. For more information contact Mike Chiarella at mchiarella@nationallife.com
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