Who is invited?
All ESI Registered Reps, Advisors, Office Managers, Marketing Managers, and Administrative Teams.
Register for the ESI Business Development Conference
Team Up for Success
March 17 – 19, 2024
Westin Old Alexandria, VA
What is the goal?
Grow your business by teaming up in person to exchange best practices with leading ESI Registered Reps, Advisors, Strategic Partners, Marketing Partners, Technology Partners, ESI’s Business Development Team, and Home Office experts.
Which Partners will be there?
Financial
Allianz, Fidelity, Brighthouse, Envestnet, AssetMark, 3D/L, Equitable, Jackson, Maple Capital, Touchstone, Transamerica
Marketing, Technology, Professional Development
FMG, Redtail, White Glove, Broadridge Wealth Data & Analytics, STC, CellTrust, and more
Agenda
Mainstage sessions include world class speakers, partner table talks, and interactive peer sessions. Breakout sessions include business growth topics such as successful Registered Rep and Advisors Panel; Differentiating your Practice by Communicating Your Value; and more curated marketing, sales, technology, operations, and practice management sessions.
Cost
ESI covers the Conference including sessions, meals, and receptions. Attendees are responsible for travel and hotel costs. The room rate has been subsidized by ESI for an attendee rate of $199.
Register
Space is limited to 100 Representatives, Marketing Managers, Office Managers, and Administrative Teams.
What did we hear from Business Development Conference attendees in 2023? Watch Now.
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