Attend ESI Business Development Conference 2024 to Take Your Practice to New Heights!

Mainstage sessions include world class speakers, partner table talks, and interactive peer sessions.

Breakout sessions include business growth topics such; Differentiating your Practice by Communicating Your Value; and more curated marketing, sales, technology, operations, and practice management sessions.

Who is invited?

All ESI Registered Reps, Advisors, Office Managers, Marketing Managers, and Administrative Teams are invited. Register now!

Day One

Monday March 18th, 2024
Big Ideas from the Main Stage:

• Turning Market Insights into Client Engagement & Action
• Stress Test Your Practice
• Building an Advice Based Practice
• Engaging NextGen Investors
• Rep Roundtable

Dial In Your Development with Breakout Sessions:

• The Power of Annuities
• Bonds 101
• EFA Updates & Enhancements
• Shifting the Efficient Frontier
• Differentiate Your Practice by Communicating Your Value
• ESI Prospecting and Marketing Resources
• Approaching Peace of Mind with Your Clients
• Financial Professionals’ Guide to Estate Planning
• Presenting The Investment Strategy Proposal

Day Two

Tuesday March 19th, 2024
Big Ideas from the Main Stage:

• Keynote! Technology as a Team Building Tool – Diana Cabrices, founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for wealthtech & financial services brands.
• One Advisor’s Path to Success: A Growth Story – Peter MacKenzie, Investment Advisor Rep, shares how one of your peers effectively scaled their business.
• Successful Rep Panel Discussion

Dial In Your Development with Breakout Sessions:

• The Thin Line Between Wealth and Legacy
• Teaming with Technology
• Recognizing Personality DNA: Recognizing Clients’ and Prospects’ Core Personality Type
• Developing and Empowering Your Team
• Solving Client Needs with ESI’s Product Platform
• Truelytics
• Value Add Features Included in Your Affiliation Fee
• New Business Journey