Broker Check

Recognition

We know how hard you work to build your business, and we’re proud to celebrate your success with you!

ESI Elite Symposium

ESI Elite Symposium

The ESI Elite Symposium is our annual incentive conference providing qualifying advisors with the opportunity to hear from world class speakers, share ideas and network with peers. Each year offers an exceptional experience that will help you continue to build your business and stay inspired!

Rep Referral Recognition

Rep Referral Recognition

We know that our best new Reps are referred by established Reps. In recognition of this, we offer Referral Recognition.

ESI Illuminations Business Development Credit Program

ESI Illuminations Business Development Credit Program

Advisors doing business on ESI Illuminations, our advisory platform featuring 30+ third party money managers and over 400 portfolios, can earn recognition based on reaching requisite thresholds.

ESI Circle of Excellence*

ESI Circle of Excellence*

Our annual Top 25 Reps enjoy membership in our Circle of Excellence which includes features such as waiver of some annual fees.

*Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule.

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