Marketing & Prospecting Resources
Finding clients, keeping clients, and staying current in a constantly evolving industry is always a challenge. Through our relationship with National Life and other partners, our Reps have access to key marketing and prospecting resources, including:
- Customized print and digital materials
- Social media platform with a content library and automated campaigns
- Digital marketing solutions such as email marketing and website options
- Seminar resources
- National Life’s CPA Advantage program
- Prospecting and Marketing Campaigns
Practice Management Solutions as Your Business Evolves
You have a vision for your business, and we have solutions to grow and evolve with you.
- Build a Team: We understand the value of teaming and support multiple Rep partnership models.
- Scale up with technology: In addition to our core technology platform, we have value-add technology* which includes a data aggregation and reporting tool that can help growing practices manage information and save time.
- Business Succession Planning: ESI has partnered with a vendor who can provide guidance and support as you consider a business succession plan. Succession plans start with a valuation of your practice, and this program aids the valuation and analysis of the intangibles that make a financial services practice unique and valuable.
*May require an additional fee.