Have you been keeping up with your peers? We’ve been running our Rep Insights call series for over six months now, full of rich content from advisors across the country. Don’t worry if you’ve missed any! We keep them stored on our ESI Training Corner Site (along with a TON of other really great content!) and always email out a link for the latest replay as soon as its available.
Later this month we’ll be featuring a team that took over an established book of business; discussing how the succession plan came about, how it was executed, and how it’s going now that the transition is complete. Keep an eye out for a formal invite soon!
In addition to Rep Insights, ESI’s Leadership Team has been working hard to keep you updated quarterly on what’s happening at ESI. Catch January’s Call Here!
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