In a business where differentiation matters more than ever, the most successful advisors and registered representatives are those who continuously evolve—refining how they market, what they recommend, and how they deliver value to clients. Staying current isn’t just an advantage—it’s essential.
ESI Investment Camp 201 is designed to help you do exactly that.
This interactive, four-part virtual series brings together key areas of focus that can elevate your practice—from marketing and product knowledge to advanced planning strategies. Whether you’re looking to sharpen a specific skill set or broaden your overall knowledge, this program delivers practical, real-world insights you can apply immediately.
Open to All Advisors and Registered Representatives
Despite the “201” name, this program is open to all ESI financial professionals. You do not need to have attended Investment Camp 101 to participate—just a commitment to growing your practice and enhancing your impact with clients.
Flexible, Multi-Session Format
Sessions take place on Wednesdays at 2:00 PM EST. When you register, you’ll be signed up for the full series—attend as many sessions as your schedule allows and take advantage of the topics most relevant to you.
Program Sessions:
May 27 – ESI Marketing
Develop and execute dynamic marketing strategies to attract and retain clients, using ESI’s digital and traditional methods to enhance visibility and client acquisition.
June 3 – Product Mastery: Annuities
Gain a thorough understanding of annuities, how to effectively integrate them into client portfolios, and the latest trends in the annuity market.
June 10 – Advisory Solutions / IAR Solutions
Deepen your expertise in advisory services and solutions, focusing on comprehensive strategies that meet clients’ evolving needs.
June 17 – National Life Group Advanced Markets
Explore advanced market strategies to address complex client situations, such as tax optimization strategies, estate planning strategies, and wealth preservation.
What You’ll Walk Away With
By the end of the series, you’ll have a more refined skill set, a deeper understanding of key products and solutions, and a clearer roadmap for driving both immediate and long-term growth. Each session is built to deliver actionable ideas and practical tools you can implement right away.
Even if you can’t attend every session, participating in Investment Camp 201 is a valuable step toward strengthening your practice and staying competitive in today’s evolving marketplace.
Register today and make a time investment in your continued success.
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