Grow Your Practice with Intention and Efficiency

Panel Discussion with ESI and Strategic Partners AssetMark, Allianz, and Future Standard
Moderated by Brian Nelson, Head of Growth Strategy, ESI

Thursday, April 9, 2026 | 2:00PM ET

Register

Join us for an engaging panel discussion featuring a few of our most valued strategic partners: advisory partner, AssetMark, annuity partner, Allianz, and alternative partner, Future Standard. This session will explore a range of topics focused on effectively growing and enhancing your practice.

Whether you are new to the industry or leading an established practice, this discussion is designed to provide practical insights and actionable takeaways as you consider your next steps. With perspectives shaped by each partner’s proven success, attendees can expect a well-rounded and informative conversation.

We encourage you to come prepared with questions and comments to make the most of this interactive experience.

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