ESI Business Development Conference 2024
Alexandria, VA | March 17-19, 2024
Who is invited?
All ESI Registered Reps, Advisors, Office Managers, Marketing Managers, and Administrative Teams are invited.
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, and more
What is the 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.
What is the 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/night.
What did we hear from Business Development Conference attendees in 2023?
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH and WI, ESI operates as Vermont Equity Services.
FOR BROKER/DEALER USE ONLY – NOT FOR USE WITH THE PUBLIC
TC140274(0424)1