Crushing It. https://equitable.com/ en-us © 2010-2019 AXA Ever wonder how others have found success? How they manage to keep it all together? Dive in as President of Advice and Wealth Management, Jim Mellin, hosts a variety of leaders from across the financial services industry for candid and insightful conversations on finding success in multiple areas of life, career, mental well-being, physical health and simply put - Crushing It. Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable) (NY, NY), Equitable Advisors, LLC (member FINRA, SIPC), and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). You should seek advice based on your particular circumstances from your own professional advisors. Equal Opportunity Employer. M/F/D/V. Retirement Benefits Group (RBG) is a specialized division of Equitable Advisors. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. IMPORTANT For purposes of this discussion, “advisor” is used as a general term to describe insurance/annuity, investment sales, and advisory professionals who may hold licensing as insurance agents, registrations with broker-dealers, and registrations as investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. GE-8749549.1(2/26)(Exp.2/30) https://megaphone.imgix.net/podcasts/1a3735d2-e7be-11ea-ae7c-7392eec46e4a/image/456635fe1072a5553039a44b1ef03a1c.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Crushing It. https://equitable.com/ no episodic Equitable Advisors Podcast Series Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Ever wonder how others have found success? How they manage to keep it all together? Dive in as President of Advice and Wealth Management, Jim Mellin, hosts a variety of leaders from across the financial services industry for candid and insightful conversations on finding success in multiple areas of life, career, mental well-being, physical health and simply put - Crushing It. Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable) (NY, NY), Equitable Advisors, LLC (member FINRA, SIPC), and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). You should seek advice based on your particular circumstances from your own professional advisors. Equal Opportunity Employer. M/F/D/V. Retirement Benefits Group (RBG) is a specialized division of Equitable Advisors. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. IMPORTANT For purposes of this discussion, “advisor” is used as a general term to describe insurance/annuity, investment sales, and advisory professionals who may hold licensing as insurance agents, registrations with broker-dealers, and registrations as investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. GE-8749549.1(2/26)(Exp.2/30) Ever wonder how others have found success? How they manage to keep it all together? Dive in as President of Advice and Wealth Management, Jim Mellin, hosts a variety of leaders from across the financial services industry for candid and insightful conversations on finding success in multiple areas of life, career, mental well-being, physical health and simply put - Crushing It.


Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable) (NY, NY), Equitable Advisors, LLC (member FINRA, SIPC), and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). You should seek advice based on your particular circumstances from your own professional advisors. Equal Opportunity Employer. M/F/D/V. Retirement Benefits Group (RBG) is a specialized division of Equitable Advisors. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. IMPORTANT For purposes of this discussion, “advisor” is used as a general term to describe insurance/annuity, investment sales, and advisory professionals who may hold licensing as insurance agents, registrations with broker-dealers, and registrations as investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. GE-8749549.1(2/26)(Exp.2/30)

]]> Equitable Advisors Parker.sherman@equitable.com Culture by Design Jennifer Littlefield shares how she hires, evaluates, and builds teams around character, growth, mindset, and leadership. GE-8867995.1 (4/26)(Exp4/30) Tue, 28 Apr 2026 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jennifer Littlefield shares how she hires, evaluates, and builds teams around character, growth, mindset, and leadership. GE-8867995.1 (4/26)(Exp4/30) Jennifer Littlefield shares how she hires, evaluates, and builds teams around character, growth, mindset, and leadership. GE-8867995.1 (4/26)(Exp4/30)

]]> 817 Not the Finish Line: A New Chapter Chris Noonan reflects on the moments that shaped his career journey and why the work isn’t finished. This episode is a pause for reflection, not an ending. GE-8863121.1(4/26)(Exp.4/30) Tue, 14 Apr 2026 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Chris Noonan reflects on the moments that shaped his career journey and why the work isn’t finished. This episode is a pause for reflection, not an ending. GE-8863121.1(4/26)(Exp.4/30) Chris Noonan reflects on the moments that shaped his career journey and why the work isn’t finished. This episode is a pause for reflection, not an ending. GE-8863121.1(4/26)(Exp.4/30)

]]> 978 From Trickle to Triumph Chris Strivieri discusses how legendary leaders, simple fundamentals, and a long-term approach set the foundation for his success. He opens up about the ups and downs of breaking into the business. GE-8842507.1(3/26)(Exp.3/30) Tue, 31 Mar 2026 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Chris Strivieri discusses how legendary leaders, simple fundamentals, and a long-term approach set the foundation for his success. He opens up about the ups and downs of breaking into the business. GE-8842507.1(3/26)(Exp.3/30) Chris Strivieri discusses how legendary leaders, simple fundamentals, and a long-term approach set the foundation for his success. He opens up about the ups and downs of breaking into the business. GE-8842507.1(3/26)(Exp.3/30)

]]> 942 The Learning Advantage: Why Investing in Yourself Matters Michelle Direnzo talks about the role of education in her success and how designations strengthened her confidence and client conversations. GE-8809407.1(3/26)(Exp3/30) Tue, 17 Mar 2026 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Michelle Direnzo talks about the role of education in her success and how designations strengthened her confidence and client conversations. GE-8809407.1(3/26)(Exp3/30) Michelle Direnzo talks about the role of education in her success and how designations strengthened her confidence and client conversations. GE-8809407.1(3/26)(Exp3/30)

]]> 865 The Power of Persistence Mike Sufficool shares how persistence, grit, and an unwavering commitment to others transformed early career struggles into a decades-long story of growth, leadership, and legacy. GE-8786986.1 (2/26) (Exp.2/30) Tue, 03 Mar 2026 18:24:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Mike Sufficool shares how persistence, grit, and an unwavering commitment to others transformed early career struggles into a decades-long story of growth, leadership, and legacy. GE-8786986.1 (2/26) (Exp.2/30) Mike Sufficool shares how persistence, grit, and an unwavering commitment to others transformed early career struggles into a decades-long story of growth, leadership, and legacy. GE-8786986.1 (2/26) (Exp.2/30)

]]> 840 S-Curves, Culture, and the Power of Saying "Yes" Dror Nir walks through pivotal S-curves of his career from Covid pivots to national leadership expansion. He explains how saying "yes" before you feel ready can unlock extraordinary progress. GE-8767015.1 ( 2/26)(Exp.2/30) Tue, 17 Feb 2026 20:04:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Dror Nir walks through pivotal S-curves of his career from Covid pivots to national leadership expansion. He explains how saying "yes" before you feel ready can unlock extraordinary progress. GE-8767015.1 ( 2/26)(Exp.2/30) Dror Nir walks through pivotal S-curves of his career from Covid pivots to national leadership expansion. He explains how saying "yes" before you feel ready can unlock extraordinary progress. GE-8767015.1 ( 2/26)(Exp.2/30)

]]> 1053 Grit, Growth, & Leadership Dennis Long's leadership journey was shaped by real responsibility, early loss, and hard decisions. In this episode, he reflects on how those experiences clarified his why and how that clarity turned into discipline and consistency over time. A grounded conversation on leadership built through pressure, purpose, and long-term commitment. GE-8742895.1(2/26)(Exp.2/30) Tue, 03 Feb 2026 20:03:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Dennis Long's leadership journey was shaped by real responsibility, early loss, and hard decisions. In this episode, he reflects on how those experiences clarified his why and how that clarity turned into discipline and consistency over time. A grounded conversation on leadership built through pressure, purpose, and long-term commitment. GE-8742895.1(2/26)(Exp.2/30) Dennis Long's leadership journey was shaped by real responsibility, early loss, and hard decisions. In this episode, he reflects on how those experiences clarified his why and how that clarity turned into discipline and consistency over time. A grounded conversation on leadership built through pressure, purpose, and long-term commitment. GE-8742895.1(2/26)(Exp.2/30)

]]> 1006 Learning, Growing, and Impacting Dive into an inspiring conversation with Kurt Meyers as he shares the lessons from his leadership journey, his powerful approach to communication, and strategies for balancing work and family. Gain valuable insights from his experiences that can help you elevate your career and enrich your personal life. GE-8633778.1(11/25)(Exp.11/29) Fri, 05 Dec 2025 17:22:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Dive into an inspiring conversation with Kurt Meyers as he shares the lessons from his leadership journey, his powerful approach to communication, and strategies for balancing work and family. Gain valuable insights from his experiences that can help you elevate your career and enrich your personal life. GE-8633778.1(11/25)(Exp.11/29) Dive into an inspiring conversation with Kurt Meyers as he shares the lessons from his leadership journey, his powerful approach to communication, and strategies for balancing work and family. Gain valuable insights from his experiences that can help you elevate your career and enrich your personal life. GE-8633778.1(11/25)(Exp.11/29)

]]> 855 Leading with Impact: Coaching, Confidence, and a Commitment to Excellence On this episode of Crushing It, Sarah Vita shares her journey of leadership and resilience, offering practical tips on empowering teams and maintaining personal well-being through innovative strategies Tue, 18 Nov 2025 10:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors On this episode of Crushing It, Sarah Vita shares her journey of leadership and resilience, offering practical tips on empowering teams and maintaining personal well-being through innovative strategies On this episode of Crushing It, Sarah Vita shares her journey of leadership and resilience, offering practical tips on empowering teams and maintaining personal well-being through innovative strategies

]]> 1176 Betting on Yourself This episode highlights the inspiring journey of Wolfgang Hilse who chose the challenging path of entrepreneurship over comfort. From managing a Starbucks to becoming a successful financial advisor, learn how personal growth, courage, and a focus on helping others led to a thriving career and a fulfilling life. Tue, 04 Nov 2025 10:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors This episode highlights the inspiring journey of Wolfgang Hilse who chose the challenging path of entrepreneurship over comfort. From managing a Starbucks to becoming a successful financial advisor, learn how personal growth, courage, and a focus on helping others led to a thriving career and a fulfilling life. This episode highlights the inspiring journey of Wolfgang Hilse who chose the challenging path of entrepreneurship over comfort. From managing a Starbucks to becoming a successful financial advisor, learn how personal growth, courage, and a focus on helping others led to a thriving career and a fulfilling life.

]]> 1185 The Endurance Mindset This week on Crushing It, Tim Mackie shares his story on resilience, adaptability, and lifelong learning. Hear how Tim’s focus on strength, cardio, and recovery has made him fitter than ever and how you can apply these principles to your own health journey. GE-8431704.1(9/25)(Exp.9/29) Tue, 14 Oct 2025 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors This week on Crushing It, Tim Mackie shares his story on resilience, adaptability, and lifelong learning. Hear how Tim’s focus on strength, cardio, and recovery has made him fitter than ever and how you can apply these principles to your own health journey. GE-8431704.1(9/25)(Exp.9/29) This week on Crushing It, Tim Mackie shares his story on resilience, adaptability, and lifelong learning. Hear how Tim’s focus on strength, cardio, and recovery has made him fitter than ever and how you can apply these principles to your own health journey.


GE-8431704.1(9/25)(Exp.9/29)


]]> 976 Momentum & Mentorship On this episode of Crushing It, Charlie Samuelsohn discusses his rise in the financial services industry and his passion for helping others succeed. Learn how he transitioned from advisor to leader, developed his unique ability to inspire growth, and scaled his team’s success.  GE-8426942.1(9/25)(Exp.9/29) Tue, 30 Sep 2025 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors On this episode of Crushing It, Charlie Samuelsohn discusses his rise in the financial services industry and his passion for helping others succeed. Learn how he transitioned from advisor to leader, developed his unique ability to inspire growth, and scaled his team’s success.  GE-8426942.1(9/25)(Exp.9/29) On this episode of Crushing It, Charlie Samuelsohn discusses his rise in the financial services industry and his passion for helping others succeed. Learn how he transitioned from advisor to leader, developed his unique ability to inspire growth, and scaled his team’s success.


 GE-8426942.1(9/25)(Exp.9/29)

]]> 971 Crush the Doubt & Create the Dream Jim chats with Shanene Muldrow about turning fear into action, building talent at Equitable, and co-creating her children’s book series Sawyer Kid, Lawyer. A quick hit of inspiration for anyone sitting on a dream. Tue, 08 Jul 2025 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jim chats with Shanene Muldrow about turning fear into action, building talent at Equitable, and co-creating her children’s book series Sawyer Kid, Lawyer. A quick hit of inspiration for anyone sitting on a dream. Jim chats with Shanene Muldrow about turning fear into action, building talent at Equitable, and co-creating her children’s book series Sawyer Kid, Lawyer. A quick hit of inspiration for anyone sitting on a dream.

]]> 725 Believe. Commit. Execute. In this special episode of Crushing It, the mic gets turned as EVP Tim Maguire interviews host Jim Mellin. From early career challenges to leadership breakthroughs and life-defining moments, Jim shares lessons on resilience, growth, and the mindset that drives lasting impact. Tue, 29 Apr 2025 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In this special episode of Crushing It, the mic gets turned as EVP Tim Maguire interviews host Jim Mellin. From early career challenges to leadership breakthroughs and life-defining moments, Jim shares lessons on resilience, growth, and the mindset that drives lasting impact. In this special episode of Crushing It, the mic gets turned as EVP Tim Maguire interviews host Jim Mellin. From early career challenges to leadership breakthroughs and life-defining moments, Jim shares lessons on resilience, growth, and the mindset that drives lasting impact.

]]> 2038 Purpose-Driven Growth In this episode of Crushing It, Jim Mellin sits down with Sean George, Equitable Advisors' new Director of Business Development. With 30+ years in the industry and a powerful personal story, Sean shares what drew him to Equitable, why he believes in the nobility of this profession, and how he plans to help advisors grow and thrive. Tue, 15 Apr 2025 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In this episode of Crushing It, Jim Mellin sits down with Sean George, Equitable Advisors' new Director of Business Development. With 30+ years in the industry and a powerful personal story, Sean shares what drew him to Equitable, why he believes in the nobility of this profession, and how he plans to help advisors grow and thrive. In this episode of Crushing It, Jim Mellin sits down with Sean George, Equitable Advisors' new Director of Business Development. With 30+ years in the industry and a powerful personal story, Sean shares what drew him to Equitable, why he believes in the nobility of this profession, and how he plans to help advisors grow and thrive.

]]> 807 Leading Forward: Vision, Culture, and Innovation In this episode of Crushing It, Jim Mellin talks with Bill Degnan about what it means to lead with intention, creativity, and a forward-focused mindset. Bill shares how he builds strong, shoulder-to-shoulder teams, drives innovation through curiosity, and stays energized by focusing on what really matters. From reimagining leadership standards to creating a culture where ideas thrive, this conversation is a clear look at modern, effective leadership in action. Tue, 01 Apr 2025 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In this episode of Crushing It, Jim Mellin talks with Bill Degnan about what it means to lead with intention, creativity, and a forward-focused mindset. Bill shares how he builds strong, shoulder-to-shoulder teams, drives innovation through curiosity, and stays energized by focusing on what really matters. From reimagining leadership standards to creating a culture where ideas thrive, this conversation is a clear look at modern, effective leadership in action. In this episode of Crushing It, Jim Mellin talks with Bill Degnan about what it means to lead with intention, creativity, and a forward-focused mindset. Bill shares how he builds strong, shoulder-to-shoulder teams, drives innovation through curiosity, and stays energized by focusing on what really matters. From reimagining leadership standards to creating a culture where ideas thrive, this conversation is a clear look at modern, effective leadership in action.

]]> 1065 Inner Excellence https://equitable.com/financial-professionals In this episode of Crushing It, Jim sits down with Financial Professional, Dan Munroe to discuss Inner Excellence by Jim Murphy—a book that challenges how we measure success. They dive into the power of focusing on the process rather than outcomes, how to navigate the mental game of high performance, and the importance of staying present in both work and life.  Tue, 04 Feb 2025 10:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In this episode of Crushing It, Jim sits down with Financial Professional, Dan Munroe to discuss Inner Excellence by Jim Murphy—a book that challenges how we measure success. They dive into the power of focusing on the process rather than outcomes, how to navigate the mental game of high performance, and the importance of staying present in both work and life.  In this episode of Crushing It, Jim sits down with Financial Professional, Dan Munroe to discuss Inner Excellence by Jim Murphy—a book that challenges how we measure success. They dive into the power of focusing on the process rather than outcomes, how to navigate the mental game of high performance, and the importance of staying present in both work and life. 

]]> 1046 Leadership and Life Join us for an inspiring conversation with Todd Johnson, the NAF Chair and a top advisor in the industry. Todd discusses the successes of his term, his approach to managing priorities, and the mindset that keeps him steady amid challenges. From leadership lessons to family traditions, Todd shares the secrets behind his balance and success. Tue, 31 Dec 2024 10:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Join us for an inspiring conversation with Todd Johnson, the NAF Chair and a top advisor in the industry. Todd discusses the successes of his term, his approach to managing priorities, and the mindset that keeps him steady amid challenges. From leadership lessons to family traditions, Todd shares the secrets behind his balance and success. Join us for an inspiring conversation with Todd Johnson, the NAF Chair and a top advisor in the industry. Todd discusses the successes of his term, his approach to managing priorities, and the mindset that keeps him steady amid challenges. From leadership lessons to family traditions, Todd shares the secrets behind his balance and success.

]]> 942 Marathons & Milestones https://equitable.com/financial-professionals  Jim Mellin sits down with Alex Price—a superstar financial professional and elite marathon runner. Fresh off completing the New York City Marathon in an impressive 2 hours and 24 minutes, Alex shares his journey of balancing a thriving career, a new baby, and a passion for running. From lessons learned on the track to strategies for sustaining extraordinary growth in business, Alex reveals how discipline, consistency, and a strong support system have propelled him forward. Tune in to discover why front-loading effort—whether in training, business, or life—yields the greatest rewards. Tue, 17 Dec 2024 15:44:59 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors  Jim Mellin sits down with Alex Price—a superstar financial professional and elite marathon runner. Fresh off completing the New York City Marathon in an impressive 2 hours and 24 minutes, Alex shares his journey of balancing a thriving career, a new baby, and a passion for running. From lessons learned on the track to strategies for sustaining extraordinary growth in business, Alex reveals how discipline, consistency, and a strong support system have propelled him forward. Tune in to discover why front-loading effort—whether in training, business, or life—yields the greatest rewards.  Jim Mellin sits down with Alex Price—a superstar financial professional and elite marathon runner. Fresh off completing the New York City Marathon in an impressive 2 hours and 24 minutes, Alex shares his journey of balancing a thriving career, a new baby, and a passion for running.


From lessons learned on the track to strategies for sustaining extraordinary growth in business, Alex reveals how discipline, consistency, and a strong support system have propelled him forward. Tune in to discover why front-loading effort—whether in training, business, or life—yields the greatest rewards.

]]> 838 Empowerment https://equitable.com/financial-professionals Jim Mellin talks with Natasha Daniels, a remarkable financial professional who made a bold career switch from healthcare to finance during the Covid-19 pandemic. Natasha opens about the life-altering events that led to her transition, including her father’s illness and a significant personal loss. She discusses the crucial role of mentorship and community in her journey and shares insights on how she managed to thrive in a new industry. This episode is a testament to Natasha’s determination and commitment to helping others achieve their financial goals. Tue, 03 Dec 2024 13:18:18 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jim Mellin talks with Natasha Daniels, a remarkable financial professional who made a bold career switch from healthcare to finance during the Covid-19 pandemic. Natasha opens about the life-altering events that led to her transition, including her father’s illness and a significant personal loss. She discusses the crucial role of mentorship and community in her journey and shares insights on how she managed to thrive in a new industry. This episode is a testament to Natasha’s determination and commitment to helping others achieve their financial goals. Jim Mellin talks with Natasha Daniels, a remarkable financial professional who made a bold career switch from healthcare to finance during the Covid-19 pandemic. Natasha opens about the life-altering events that led to her transition, including her father’s illness and a significant personal loss. She discusses the crucial role of mentorship and community in her journey and shares insights on how she managed to thrive in a new industry. This episode is a testament to Natasha’s determination and commitment to helping others achieve their financial goals.


]]> 681 Resilience in Leadership Jim Mellin sits down with Karan Chainani, the newly appointed EVP in Atlanta. Karan shares his inspiring journey from a transactional business owner to a transformational leader, sharing the importance of resilience, mentorship, and building meaningful relationships. He discusses the challenges and triumphs he faced along the way, offering insights into leadership and personal growth. Tune in to hear Karan’s story of perseverance, adaptability, and his vision for the future in his new role. Tue, 19 Nov 2024 10:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jim Mellin sits down with Karan Chainani, the newly appointed EVP in Atlanta. Karan shares his inspiring journey from a transactional business owner to a transformational leader, sharing the importance of resilience, mentorship, and building meaningful relationships. He discusses the challenges and triumphs he faced along the way, offering insights into leadership and personal growth. Tune in to hear Karan’s story of perseverance, adaptability, and his vision for the future in his new role. Jim Mellin sits down with Karan Chainani, the newly appointed EVP in Atlanta. Karan shares his inspiring journey from a transactional business owner to a transformational leader, sharing the importance of resilience, mentorship, and building meaningful relationships. He discusses the challenges and triumphs he faced along the way, offering insights into leadership and personal growth. Tune in to hear Karan’s story of perseverance, adaptability, and his vision for the future in his new role.

]]> 759 Rising to the Challenge https://equitable.com/financial-professionals Jim Mellin sits down with Steven Fortino, the newly appointed EVP of Central Florida, to discuss what it takes to rise to the occasion in leadership. Steven shares his journey from starting out in the industry to taking on new challenges, each one shaping his approach to building a strong, resilient team culture. With a focus on growth, adaptability, and inspiring action, Steven reveals his blueprint for success and how he’s empowering his team to reach new heights in Central Florida. Tue, 05 Nov 2024 13:13:32 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jim Mellin sits down with Steven Fortino, the newly appointed EVP of Central Florida, to discuss what it takes to rise to the occasion in leadership. Steven shares his journey from starting out in the industry to taking on new challenges, each one shaping his approach to building a strong, resilient team culture. With a focus on growth, adaptability, and inspiring action, Steven reveals his blueprint for success and how he’s empowering his team to reach new heights in Central Florida. Jim Mellin sits down with Steven Fortino, the newly appointed EVP of Central Florida, to discuss what it takes to rise to the occasion in leadership. Steven shares his journey from starting out in the industry to taking on new challenges, each one shaping his approach to building a strong, resilient team culture. With a focus on growth, adaptability, and inspiring action, Steven reveals his blueprint for success and how he’s empowering his team to reach new heights in Central Florida.

]]> 1211 From Breaking Point to Making Point https://equitable.com In this powerful episode of Crushing It, Jim Mellin welcomes a very special guest, Cedric King, a personal friend and a true inspiration. For the first time ever, someone outside of Equitable Advisors joins the podcast, and Cedric’s story is nothing short of extraordinary. A decorated Army veteran and author of The Making Point, Cedric shares his journey from surviving a life-changing injury in Afghanistan to becoming a beacon of resilience and strength. Cedric’s profound reflections on adversity and personal growth will leave you inspired and motivated to see challenges not as breaking points, but as opportunities for transformation. Tune in for a conversation that dives deep into the mindset required to overcome the darkest days and emerge stronger than ever. GE-7092652.1(10/24)(Exp.10/26) Tue, 08 Oct 2024 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In this powerful episode of Crushing It, Jim Mellin welcomes a very special guest, Cedric King, a personal friend and a true inspiration. For the first time ever, someone outside of Equitable Advisors joins the podcast, and Cedric’s story is nothing short of extraordinary. A decorated Army veteran and author of The Making Point, Cedric shares his journey from surviving a life-changing injury in Afghanistan to becoming a beacon of resilience and strength. Cedric’s profound reflections on adversity and personal growth will leave you inspired and motivated to see challenges not as breaking points, but as opportunities for transformation. Tune in for a conversation that dives deep into the mindset required to overcome the darkest days and emerge stronger than ever. GE-7092652.1(10/24)(Exp.10/26) In this powerful episode of Crushing It, Jim Mellin welcomes a very special guest, Cedric King, a personal friend and a true inspiration. For the first time ever, someone outside of Equitable Advisors joins the podcast, and Cedric’s story is nothing short of extraordinary. A decorated Army veteran and author of The Making Point, Cedric shares his journey from surviving a life-changing injury in Afghanistan to becoming a beacon of resilience and strength. Cedric’s profound reflections on adversity and personal growth will leave you inspired and motivated to see challenges not as breaking points, but as opportunities for transformation. Tune in for a conversation that dives deep into the mindset required to overcome the darkest days and emerge stronger than ever. GE-7092652.1(10/24)(Exp.10/26)

]]> 1612 Navigating Change with Focus https://equitable.com Change is constant, but how we navigate it makes the difference. Had the pleasure of chatting with Anthony Silva, our new EVP in Wisconsin. From welcoming a newborn to moving cross-country—all while stepping into a new role—his focus and resilience are inspiring. Tune in to this episode of Crushing It to hear how he turns challenges into opportunities. Tue, 10 Sep 2024 12:30:00 -0000 full 1 94 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Change is constant, but how we navigate it makes the difference. Had the pleasure of chatting with Anthony Silva, our new EVP in Wisconsin. From welcoming a newborn to moving cross-country—all while stepping into a new role—his focus and resilience are inspiring. Tune in to this episode of Crushing It to hear how he turns challenges into opportunities. Change is constant, but how we navigate it makes the difference. Had the pleasure of chatting with Anthony Silva, our new EVP in Wisconsin. From welcoming a newborn to moving cross-country—all while stepping into a new role—his focus and resilience are inspiring. Tune in to this episode of Crushing It to hear how he turns challenges into opportunities.

]]> 771 Energizing Leadership https://equitable.com In this episode of Crushing It, we sit down with Allei Holway, a dynamic and inspiring leader whose energy and passion have made her a standout at Equitable. Allei shares her journey from growing up in a family immersed in finance to carving her own path as a successful advisor and leader at Equitable. Discover how her upbringing, natural enthusiasm, and commitment to education have driven her to not only excel in her career but also empower her team members to achieve their dreams. From navigating challenges to celebrating their successes, Allei's story is a testament to the impact of positive leadership and the importance of fostering growth within your team. Join us for an insightful conversation about leadership, mentorship, and the power of believing in others. Tue, 03 Sep 2024 19:00:00 -0000 full 1 93 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In this episode of Crushing It, we sit down with Allei Holway, a dynamic and inspiring leader whose energy and passion have made her a standout at Equitable. Allei shares her journey from growing up in a family immersed in finance to carving her own path as a successful advisor and leader at Equitable. Discover how her upbringing, natural enthusiasm, and commitment to education have driven her to not only excel in her career but also empower her team members to achieve their dreams. From navigating challenges to celebrating their successes, Allei's story is a testament to the impact of positive leadership and the importance of fostering growth within your team. Join us for an insightful conversation about leadership, mentorship, and the power of believing in others. In this episode of Crushing It, we sit down with Allei Holway, a dynamic and inspiring leader whose energy and passion have made her a standout at Equitable. Allei shares her journey from growing up in a family immersed in finance to carving her own path as a successful advisor and leader at Equitable. Discover how her upbringing, natural enthusiasm, and commitment to education have driven her to not only excel in her career but also empower her team members to achieve their dreams. From navigating challenges to celebrating their successes, Allei's story is a testament to the impact of positive leadership and the importance of fostering growth within your team. Join us for an insightful conversation about leadership, mentorship, and the power of believing in others.

]]> 815 Coaching Beyond Metrics In this episode, we dive into a compelling conversation with Nick Aguglia. Nick shares his unique approach to coaching, emphasizing the integration of personal and professional goals to enhance both individual success and well-being. He discusses how personal growth and understanding each advisor's preferred coaching style are critical to unlocking their full potential. Additionally, Nick reflects on his journey over the past decade, highlighting the impact of celebrating milestones and the importance of adapting coaching methods. Tue, 13 Aug 2024 14:00:00 -0000 full 1 92 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In this episode, we dive into a compelling conversation with Nick Aguglia. Nick shares his unique approach to coaching, emphasizing the integration of personal and professional goals to enhance both individual success and well-being. He discusses how personal growth and understanding each advisor's preferred coaching style are critical to unlocking their full potential. Additionally, Nick reflects on his journey over the past decade, highlighting the impact of celebrating milestones and the importance of adapting coaching methods. In this episode, we dive into a compelling conversation with Nick Aguglia. Nick shares his unique approach to coaching, emphasizing the integration of personal and professional goals to enhance both individual success and well-being. He discusses how personal growth and understanding each advisor's preferred coaching style are critical to unlocking their full potential. Additionally, Nick reflects on his journey over the past decade, highlighting the impact of celebrating milestones and the importance of adapting coaching methods.

]]> 801 Life is a Team Sport https://equitable.com/financial-professionals What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more!  Tue, 30 Jul 2024 09:00:00 -0000 full 1 91 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more!  What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more! 

]]> 944 Prospering Jim sits down with Regional Honor Associate, Michael Ducore. Michael opens up about his path to financial planning and the choices that led him to prosper in his career.  Tue, 16 Jul 2024 09:00:00 -0000 full 1 90 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jim sits down with Regional Honor Associate, Michael Ducore. Michael opens up about his path to financial planning and the choices that led him to prosper in his career.  Jim sits down with Regional Honor Associate, Michael Ducore. Michael opens up about his path to financial planning and the choices that led him to prosper in his career. 

]]> 811 Embracing Adventure https://equitable.com Welcome to a special episode of Crushing It featuring Rob Redwine. In this heartfelt fireside chat, Rob shares his journey from starting in the business in 1977 to becoming a national honor associate. He discusses the evolution of the industry, his personal challenges, and how these experiences shaped his understanding of life's true priorities. Tune in to hear Rob's inspiring stories about balance, discipline, and gratitude, and learn how our greatest challenges can lead to profound insights. Enjoy this moving episode! Tue, 02 Jul 2024 09:00:00 -0000 full 1 89 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Welcome to a special episode of Crushing It featuring Rob Redwine. In this heartfelt fireside chat, Rob shares his journey from starting in the business in 1977 to becoming a national honor associate. He discusses the evolution of the industry, his personal challenges, and how these experiences shaped his understanding of life's true priorities. Tune in to hear Rob's inspiring stories about balance, discipline, and gratitude, and learn how our greatest challenges can lead to profound insights. Enjoy this moving episode! Welcome to a special episode of Crushing It featuring Rob Redwine. In this heartfelt fireside chat, Rob shares his journey from starting in the business in 1977 to becoming a national honor associate. He discusses the evolution of the industry, his personal challenges, and how these experiences shaped his understanding of life's true priorities. Tune in to hear Rob's inspiring stories about balance, discipline, and gratitude, and learn how our greatest challenges can lead to profound insights. Enjoy this moving episode!

]]> 861 A Fireside Chat with Mike Cocco at the NLF https://equitable.com In celebration of Father’s Day, tune in to a heartfelt episode of Crushing It!  We’re joined by Mike Cocco from the National Leadership Forum, who shares his journey in becoming a financial advisor, the powerful mentorship of his father, and the balance between career and family.   This special episode is a tribute to the multi-generational legacy Mike and his father have built together. Perfect for Father’s Day week, it’s filled with valuable insights and inspiration. Tue, 18 Jun 2024 09:00:00 -0000 full 1 88 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In celebration of Father’s Day, tune in to a heartfelt episode of Crushing It!  We’re joined by Mike Cocco from the National Leadership Forum, who shares his journey in becoming a financial advisor, the powerful mentorship of his father, and the balance between career and family.   This special episode is a tribute to the multi-generational legacy Mike and his father have built together. Perfect for Father’s Day week, it’s filled with valuable insights and inspiration. In celebration of Father’s Day, tune in to a heartfelt episode of Crushing It!

 We’re joined by Mike Cocco from the National Leadership Forum, who shares his journey in becoming a financial advisor, the powerful mentorship of his father, and the balance between career and family.

 

This special episode is a tribute to the multi-generational legacy Mike and his father have built together. Perfect for Father’s Day week, it’s filled with valuable insights and inspiration.

]]> 976 Unstoppable Embark on an exhilarating journey with Robin Davey, a financial advisor whose 21-year career is a testament to resilience and passion. From her courageous leap into the industry to her evolution into a trusted family advisor, Robin's story is one of relentless dedication and unwavering commitment. As she reflects on her proudest moments and prepares for retirement, Robin's excitement for the future is palpable, promising new adventures and opportunities to make a meaningful impact. Tue, 14 May 2024 09:00:00 -0000 full 1 87 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Embark on an exhilarating journey with Robin Davey, a financial advisor whose 21-year career is a testament to resilience and passion. From her courageous leap into the industry to her evolution into a trusted family advisor, Robin's story is one of relentless dedication and unwavering commitment. As she reflects on her proudest moments and prepares for retirement, Robin's excitement for the future is palpable, promising new adventures and opportunities to make a meaningful impact. Embark on an exhilarating journey with Robin Davey, a financial advisor whose 21-year career is a testament to resilience and passion. From her courageous leap into the industry to her evolution into a trusted family advisor, Robin's story is one of relentless dedication and unwavering commitment. As she reflects on her proudest moments and prepares for retirement, Robin's excitement for the future is palpable, promising new adventures and opportunities to make a meaningful impact.

]]> 948 Leading with Purpose https://equitable.com Join Jim as he sits down with Gregg LaSpisa, President of the Honor Guard, in this engaging episode of Crushing It. From celebrating recent achievements to reflecting on the impact of leadership and family in the financial industry, Greg shares insights into his journey and vision for the future. Tune in for an inspiring conversation filled with wisdom, camaraderie, and a passion for making a difference. Tue, 30 Apr 2024 09:00:00 -0000 full 1 86 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Join Jim as he sits down with Gregg LaSpisa, President of the Honor Guard, in this engaging episode of Crushing It. From celebrating recent achievements to reflecting on the impact of leadership and family in the financial industry, Greg shares insights into his journey and vision for the future. Tune in for an inspiring conversation filled with wisdom, camaraderie, and a passion for making a difference. Join Jim as he sits down with Gregg LaSpisa, President of the Honor Guard, in this engaging episode of Crushing It. From celebrating recent achievements to reflecting on the impact of leadership and family in the financial industry, Greg shares insights into his journey and vision for the future. Tune in for an inspiring conversation filled with wisdom, camaraderie, and a passion for making a difference.

]]> 878 Unveiling Success Josh Smith, EVP of the Central Florida branch joins Crushing It to share the impact he's been able to make after joining Equitable Advisors just one year ago.  Tue, 12 Mar 2024 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Josh Smith, EVP of the Central Florida branch joins Crushing It to share the impact he's been able to make after joining Equitable Advisors just one year ago.  Josh Smith, EVP of the Central Florida branch joins Crushing It to share the impact he's been able to make after joining Equitable Advisors just one year ago. 

]]> 788 Different Set of Eyes https://equitable.com Ever heard the saying "A different set of eyes sees different opportunities"? Valorie Gast has come to live by this saying. She had found great success by taking on new book business and viewing it with a new mindset!  Tue, 27 Feb 2024 10:00:00 -0000 full 1 84 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Ever heard the saying "A different set of eyes sees different opportunities"? Valorie Gast has come to live by this saying. She had found great success by taking on new book business and viewing it with a new mindset!  Ever heard the saying "A different set of eyes sees different opportunities"? Valorie Gast has come to live by this saying. She had found great success by taking on new book business and viewing it with a new mindset! 

]]> 774 Optimizing Longevity https://equitable.com Karl Fisher comes onto Crushing It for the second time, to talk all things human performance longevitity. Karl has a personal passion for health and endurance outside of work, listen to learn more! GE-6382558.1(2/24)(Exp.2/26) Tue, 13 Feb 2024 10:00:00 -0000 full 1 83 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Karl Fisher comes onto Crushing It for the second time, to talk all things human performance longevitity. Karl has a personal passion for health and endurance outside of work, listen to learn more! GE-6382558.1(2/24)(Exp.2/26) Karl Fisher comes onto Crushing It for the second time, to talk all things human performance longevitity. Karl has a personal passion for health and endurance outside of work, listen to learn more! GE-6382558.1(2/24)(Exp.2/26)

]]> 870 A Journey of Helping Others https://equitable.com Throughout Char Granstra's professional career, she has been known for always being there to help & lift up others. Char discusses her career over the past 30 years and how she has been able create such strong relationships throughout that time.  Tue, 16 Jan 2024 19:19:29 -0000 full 1 82 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Throughout Char Granstra's professional career, she has been known for always being there to help & lift up others. Char discusses her career over the past 30 years and how she has been able create such strong relationships throughout that time.  Throughout Char Granstra's professional career, she has been known for always being there to help & lift up others. Char discusses her career over the past 30 years and how she has been able create such strong relationships throughout that time. 

]]> 915 Mindset Matters As 2024 begins prioritize refreshing your mindset. Evan Press, a Regional Honor Associate, joins Crushing It to reveal his strategies for sustained progress year after year. Tue, 02 Jan 2024 10:00:00 -0000 full 1 80 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors As 2024 begins prioritize refreshing your mindset. Evan Press, a Regional Honor Associate, joins Crushing It to reveal his strategies for sustained progress year after year. As 2024 begins prioritize refreshing your mindset. Evan Press, a Regional Honor Associate, joins Crushing It to reveal his strategies for sustained progress year after year.

]]> 879 Genuine Connections https://equitable.com After only 18 months at Equitable, Adriana Esponiza has achieved quick success in the Retirement Benefits Group. Wondering how has she been able to make such an impact in a short amount of time? It's as simple as genuine human connections.  Tue, 19 Dec 2023 10:00:00 -0000 full 1 80 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors After only 18 months at Equitable, Adriana Esponiza has achieved quick success in the Retirement Benefits Group. Wondering how has she been able to make such an impact in a short amount of time? It's as simple as genuine human connections.  After only 18 months at Equitable, Adriana Esponiza has achieved quick success in the Retirement Benefits Group. Wondering how has she been able to make such an impact in a short amount of time? It's as simple as genuine human connections. 

]]> 747 Leaving a Legacy https://equitable.com Join us in a special episode of Crushing It as we celebrate Jeanne Kondracke's remarkable 48-year career at Equitable. Having held seven different positions, Jeanne reflects on her journey, sharing insights into the profound impact she's had on the company. Tune in to express gratitude for her unwavering commitment and dedication over the years.  Tue, 05 Dec 2023 10:00:00 -0000 full 1 79 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Join us in a special episode of Crushing It as we celebrate Jeanne Kondracke's remarkable 48-year career at Equitable. Having held seven different positions, Jeanne reflects on her journey, sharing insights into the profound impact she's had on the company. Tune in to express gratitude for her unwavering commitment and dedication over the years.  Join us in a special episode of Crushing It as we celebrate Jeanne Kondracke's remarkable 48-year career at Equitable. Having held seven different positions, Jeanne reflects on her journey, sharing insights into the profound impact she's had on the company. Tune in to express gratitude for her unwavering commitment and dedication over the years. 

]]> 765 Thoughtful & Deliberate https://equitable.com You may know her if you've attended an Equitable event in the past few years, but get to know her in a new role as Head of Advisory Partnerships. Kristina Coyle is serving as a key partner to the Honor Guard & National Advisor Forum, by coordinating and facilitating all collaborative projects that these councils create.   Tue, 21 Nov 2023 10:00:00 -0000 full 1 78 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors You may know her if you've attended an Equitable event in the past few years, but get to know her in a new role as Head of Advisory Partnerships. Kristina Coyle is serving as a key partner to the Honor Guard & National Advisor Forum, by coordinating and facilitating all collaborative projects that these councils create.   You may know her if you've attended an Equitable event in the past few years, but get to know her in a new role as Head of Advisory Partnerships. Kristina Coyle is serving as a key partner to the Honor Guard & National Advisor Forum, by coordinating and facilitating all collaborative projects that these councils create.  

]]> 631 Why Equitable Advisors? https://equitable.com Join us in this episode as Jim sits down with Stuart Roberts, a seasoned advisor who made a strategic career move to join Equitable Advisors just over a year ago. Stuart shares the compelling story of why he made this transition and discusses the positive impact it has had on his business.  Wed, 08 Nov 2023 19:17:42 -0000 full 1 77 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Join us in this episode as Jim sits down with Stuart Roberts, a seasoned advisor who made a strategic career move to join Equitable Advisors just over a year ago. Stuart shares the compelling story of why he made this transition and discusses the positive impact it has had on his business.  Join us in this episode as Jim sits down with Stuart Roberts, a seasoned advisor who made a strategic career move to join Equitable Advisors just over a year ago. Stuart shares the compelling story of why he made this transition and discusses the positive impact it has had on his business. 

]]> 761 Supported Independence https://www1.equitable.com Head of Experienced Advisor Acquisition, David Goettelmann joins Crushing it to share insights into Equitable's Supported Independence Model. How it is empowering advisors to grow and develop the practices that they have always dreamed of.  Tue, 24 Oct 2023 09:00:00 -0000 full 1 76 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Head of Experienced Advisor Acquisition, David Goettelmann joins Crushing it to share insights into Equitable's Supported Independence Model. How it is empowering advisors to grow and develop the practices that they have always dreamed of.  Head of Experienced Advisor Acquisition, David Goettelmann joins Crushing it to share insights into Equitable's Supported Independence Model. How it is empowering advisors to grow and develop the practices that they have always dreamed of. 

]]> 775 A Unique Perspective https://www1.equitable.com He may have just started his role as Chief Operating Officer of Wealth Management but Will Tsai has played a key role in Equitable for years. Hear more about his perspective on Equitable Advisors and Wealth Management as its own segment. Tue, 10 Oct 2023 20:34:27 -0000 full 1 75 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors He may have just started his role as Chief Operating Officer of Wealth Management but Will Tsai has played a key role in Equitable for years. Hear more about his perspective on Equitable Advisors and Wealth Management as its own segment. He may have just started his role as Chief Operating Officer of Wealth Management but Will Tsai has played a key role in Equitable for years. Hear more about his perspective on Equitable Advisors and Wealth Management as its own segment.

]]> 777 Ambitious Goals https://equitable.com Reflecting over the past 9 years, Anthony Greco shares what has made his success possible. Starting with the goals you set each year.  Tue, 26 Sep 2023 09:00:00 -0000 full 1 74 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Reflecting over the past 9 years, Anthony Greco shares what has made his success possible. Starting with the goals you set each year.  Reflecting over the past 9 years, Anthony Greco shares what has made his success possible. Starting with the goals you set each year. 

]]> 639 A Bright Future for Women in Finance What does does it mean to be a Financial Professional? It may be different than you think! Shannon Maguire sits down with Jim and shares why women are uniquely positioned for this profession on this episode of Crushing it. Tue, 12 Sep 2023 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors What does does it mean to be a Financial Professional? It may be different than you think! Shannon Maguire sits down with Jim and shares why women are uniquely positioned for this profession on this episode of Crushing it. What does does it mean to be a Financial Professional? It may be different than you think! Shannon Maguire sits down with Jim and shares why women are uniquely positioned for this profession on this episode of Crushing it.

]]> 698 Black Leadership Network https://equitable.com Fostering professional development, spreading cultural awareness and promoting financial literacy is at the top of Omar Perine & Kristen Smith's minds as co-chairs of The Black Leadership Network here at Equitable. Omar & Kristen sit down with Jim to discuss the amazing impact that this employee resource group has had. Tue, 29 Aug 2023 09:00:00 -0000 full 1 72 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Fostering professional development, spreading cultural awareness and promoting financial literacy is at the top of Omar Perine & Kristen Smith's minds as co-chairs of The Black Leadership Network here at Equitable. Omar & Kristen sit down with Jim to discuss the amazing impact that this employee resource group has had. Fostering professional development, spreading cultural awareness and promoting financial literacy is at the top of Omar Perine & Kristen Smith's minds as co-chairs of The Black Leadership Network here at Equitable. Omar & Kristen sit down with Jim to discuss the amazing impact that this employee resource group has had.

]]> 761 Secrets to Success https://equitable.com Make all major decisions before lunch. Why? Regional Honor Advisor, Andrew Flores joins Crushing It to share some lessons just like this and how they can improve your day! GE-5870709.1(8/23)(Exp.8/25) Tue, 15 Aug 2023 09:00:00 -0000 full 1 70 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Make all major decisions before lunch. Why? Regional Honor Advisor, Andrew Flores joins Crushing It to share some lessons just like this and how they can improve your day! GE-5870709.1(8/23)(Exp.8/25) Make all major decisions before lunch. Why? Regional Honor Advisor, Andrew Flores joins Crushing It to share some lessons just like this and how they can improve your day! GE-5870709.1(8/23)(Exp.8/25)

]]> 467 Not Just a Job https://equitable.com/ Bruce Weinstein joins Crushing It in another National Leaders Forum special. With over 51 years in the business, Bruce shares the wisdom he's gained. GE-5809052.1(7/23)(Exp.7/25) Tue, 01 Aug 2023 09:00:00 -0000 full 1 70 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Bruce Weinstein joins Crushing It in another National Leaders Forum special. With over 51 years in the business, Bruce shares the wisdom he's gained. GE-5809052.1(7/23)(Exp.7/25) Bruce Weinstein joins Crushing It in another National Leaders Forum special. With over 51 years in the business, Bruce shares the wisdom he's gained. GE-5809052.1(7/23)(Exp.7/25)

]]> 1374 Circle of Excellence https://equitable.com In a special episode of Crushing It, Jim shares a session from the National Leaders Forum meeting. Fireside chat style, Kyle Schiffler shares how a study group took his business to the next level. GE-5808875.1 (7/23)(Ep.7/25) Tue, 18 Jul 2023 09:00:00 -0000 full 1 69 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In a special episode of Crushing It, Jim shares a session from the National Leaders Forum meeting. Fireside chat style, Kyle Schiffler shares how a study group took his business to the next level. GE-5808875.1 (7/23)(Ep.7/25) In a special episode of Crushing It, Jim shares a session from the National Leaders Forum meeting. Fireside chat style, Kyle Schiffler shares how a study group took his business to the next level. GE-5808875.1 (7/23)(Ep.7/25)

]]> 1048 A Force for Good https://equitable.com How do you connect with your community to make a true impact?  How can you become a force for good? Jim sits down with Head of Social Impact & Equitable Foundation, Jarian Kerekes to learn more. GE- 5776895.1(6/23)(Exp.6/25) Mon, 03 Jul 2023 09:00:00 -0000 full 1 68 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors How do you connect with your community to make a true impact?  How can you become a force for good? Jim sits down with Head of Social Impact & Equitable Foundation, Jarian Kerekes to learn more. GE- 5776895.1(6/23)(Exp.6/25) How do you connect with your community to make a true impact?  How can you become a force for good? Jim sits down with Head of Social Impact & Equitable Foundation, Jarian Kerekes to learn more. GE- 5776895.1(6/23)(Exp.6/25)

]]> 588 Black Belt of the S-Curve https://equitable.com Phil Kim joins the podcast this week to share his journey as a financial professional. This Regional Honors Associate is a true master of the s-curve, are you ready to learn how? GE-5756567.1(6/23)(Exp.6/25) Tue, 20 Jun 2023 09:00:00 -0000 full 1 67 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Phil Kim joins the podcast this week to share his journey as a financial professional. This Regional Honors Associate is a true master of the s-curve, are you ready to learn how? GE-5756567.1(6/23)(Exp.6/25) Phil Kim joins the podcast this week to share his journey as a financial professional. This Regional Honors Associate is a true master of the s-curve, are you ready to learn how? GE-5756567.1(6/23)(Exp.6/25)

]]> 916 Life is a Team Sport What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more! Tue, 23 May 2023 09:00:00 -0000 full 1 65 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more! What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more!

]]> 944 Prospering Jim sits down with Regional Honor Associate, Michael Ducore. Michael opens up about his path to financial planning and the choices that led him to prosper in his career.  GE-5497742.1(3/23)(Exp.3/25) Tue, 14 Mar 2023 09:00:00 -0000 full 1 63 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jim sits down with Regional Honor Associate, Michael Ducore. Michael opens up about his path to financial planning and the choices that led him to prosper in his career.  GE-5497742.1(3/23)(Exp.3/25) Jim sits down with Regional Honor Associate, Michael Ducore. Michael opens up about his path to financial planning and the choices that led him to prosper in his career. 

GE-5497742.1(3/23)(Exp.3/25)

]]> 811 Be Kind. Be Agile. https://equitable.com In today’s episode, Jim sits down with Head of Corporate Communications, Todd Williamson. Todd discusses the invaluable lessons he has learned throughout his career as well as parenthood. Tue, 14 Feb 2023 10:00:00 -0000 full 1 62 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In today’s episode, Jim sits down with Head of Corporate Communications, Todd Williamson. Todd discusses the invaluable lessons he has learned throughout his career as well as parenthood. In today’s episode, Jim sits down with Head of Corporate Communications, Todd Williamson. Todd discusses the invaluable lessons he has learned throughout his career as well as parenthood.

]]> 610 no Equitable Athletes https://equitable.com/ This week, Jim is joined by two guests, Emmett Gross and Sarah Vita to discuss how they have crushed it in their recent athletic endeavors. GE-5271820.1(11/22)(Exp. 11/24).  Tue, 06 Dec 2022 10:00:00 -0000 full 1 62 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors This week, Jim is joined by two guests, Emmett Gross and Sarah Vita to discuss how they have crushed it in their recent athletic endeavors. GE-5271820.1(11/22)(Exp. 11/24).  This week, Jim is joined by two guests, Emmett Gross and Sarah Vita to discuss how they have crushed it in their recent athletic endeavors. GE-5271820.1(11/22)(Exp. 11/24). 

]]> 677 no Cross Company View https://equitable.com/ Jessica Baehr has been a part of many different parts of Equitable giving her a unique view of the company. She sits down to discuss what she learned and how these lessens sharpened her skills. GE-4847553.1(10/22)(Exp.10/24). Tue, 25 Oct 2022 09:00:00 -0000 full 1 62 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jessica Baehr has been a part of many different parts of Equitable giving her a unique view of the company. She sits down to discuss what she learned and how these lessens sharpened her skills. GE-4847553.1(10/22)(Exp.10/24). Jessica Baehr has been a part of many different parts of Equitable giving her a unique view of the company. She sits down to discuss what she learned and how these lessens sharpened her skills. GE-4847553.1(10/22)(Exp.10/24).

]]> 772 Reach Your Goals… Reach Your Potential https://equitable.com/ Phil Fiore sits down with Jim to discuss the reality of reaching his goals and finding joy when times get tough. He focuses on “the why” and how it drove him to crush it. GE-4847792.1(9/22)(Exp.9/24). Tue, 11 Oct 2022 09:00:00 -0000 full 1 61 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Phil Fiore sits down with Jim to discuss the reality of reaching his goals and finding joy when times get tough. He focuses on “the why” and how it drove him to crush it. GE-4847792.1(9/22)(Exp.9/24). Phil Fiore sits down with Jim to discuss the reality of reaching his goals and finding joy when times get tough. He focuses on “the why” and how it drove him to crush it. GE-4847792.1(9/22)(Exp.9/24).

]]> 681 Building Strong Relationships https://equitable.com/ District Manager, Jazmin Williams discusses how she grew her practice by building trust with her clients. Explaining how this care for people and relationships lead her to a career in leadership. GE-4847533.1(9/22)(Exp.9/24). Tue, 27 Sep 2022 09:00:00 -0000 full 1 60 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors District Manager, Jazmin Williams discusses how she grew her practice by building trust with her clients. Explaining how this care for people and relationships lead her to a career in leadership. GE-4847533.1(9/22)(Exp.9/24). District Manager, Jazmin Williams discusses how she grew her practice by building trust with her clients. Explaining how this care for people and relationships lead her to a career in leadership. GE-4847533.1(9/22)(Exp.9/24).

]]> 609 no Discipline and Trust https://equitable.com/ Hall of Fame EVP, Tim Mackie, joins this week’s episode of Crushing It to discuss what led him to such a long and prosperous career in leadership. GE-4919493.1(8/22)(Exp.8/24) Tue, 06 Sep 2022 09:00:00 -0000 full 1 58 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Hall of Fame EVP, Tim Mackie, joins this week’s episode of Crushing It to discuss what led him to such a long and prosperous career in leadership. GE-4919493.1(8/22)(Exp.8/24) Hall of Fame EVP, Tim Mackie, joins this week’s episode of Crushing It to discuss what led him to such a long and prosperous career in leadership. GE-4919493.1(8/22)(Exp.8/24)

]]> 974 no Looking Forward https://equitable.com/ Chief Legal Officer, Jose Gonzalez joins the discussion this week to talk about his experience joining Equitable. He takes time to discuss what makes Equitable distinct from the rest. GE-4847575.1(7/22)(Exp.7/24) Tue, 26 Jul 2022 09:00:00 -0000 full 1 57 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Chief Legal Officer, Jose Gonzalez joins the discussion this week to talk about his experience joining Equitable. He takes time to discuss what makes Equitable distinct from the rest. GE-4847575.1(7/22)(Exp.7/24) Chief Legal Officer, Jose Gonzalez joins the discussion this week to talk about his experience joining Equitable. He takes time to discuss what makes Equitable distinct from the rest. GE-4847575.1(7/22)(Exp.7/24)

]]> 660 Each Piece of the Puzzle https://equitable.com/ Focusing on each piece of the puzzle to ensure the company functions at peak performance; Armand Alaverdian discusses with Jim what sets Equitable apart. GE-4843745.1(7/22)(Exp.7/24) Tue, 19 Jul 2022 09:00:00 -0000 full 1 56 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Focusing on each piece of the puzzle to ensure the company functions at peak performance; Armand Alaverdian discusses with Jim what sets Equitable apart. GE-4843745.1(7/22)(Exp.7/24) Focusing on each piece of the puzzle to ensure the company functions at peak performance; Armand Alaverdian discusses with Jim what sets Equitable apart. GE-4843745.1(7/22)(Exp.7/24)

]]> 787 no Heart and Soul of the RBG https://equitable.com/ Bernadette Mitchell discusses her start in the industry and her connection to the RBG. Listen to this week’s episode to find out what few major elements led to the RBG’s success. GE-4804957.1(6/22)(Exp.6/24). Tue, 12 Jul 2022 09:00:00 -0000 full 1 55 Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Bernadette Mitchell discusses her start in the industry and her connection to the RBG. Listen to this week’s episode to find out what few major elements led to the RBG’s success. GE-4804957.1(6/22)(Exp.6/24). Bernadette Mitchell discusses her start in the industry and her connection to the RBG. Listen to this week’s episode to find out what few major elements led to the RBG’s success. GE-4804957.1(6/22)(Exp.6/24).

]]> 814 no Run Leaner, Run Faster Beginning in the Gold Mentor program, Erica Sylvia shares how she started in the business and her career path to becoming the National Chair of the NAF. GE-4722506.1(5/22)(Exp.5/24) Fri, 24 Jun 2022 16:03:06 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Beginning in the Gold Mentor program, Erica Sylvia shares how she started in the business and her career path to becoming the National Chair of the NAF. GE-4722506.1(5/22)(Exp.5/24) Beginning in the Gold Mentor program, Erica Sylvia shares how she started in the business and her career path to becoming the National Chair of the NAF. GE-4722506.1(5/22)(Exp.5/24)

]]> 637 Passion is Fuel Andrew Flores’ passion for helping others runs thick. Learn how this passion has driven him to succeed throughout his career. GE-4804402.1(6/22)(Exp.6/24) Fri, 24 Jun 2022 16:02:18 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Andrew Flores’ passion for helping others runs thick. Learn how this passion has driven him to succeed throughout his career. GE-4804402.1(6/22)(Exp.6/24) Andrew Flores’ passion for helping others runs thick. Learn how this passion has driven him to succeed throughout his career. GE-4804402.1(6/22)(Exp.6/24)

]]> 741 The Essence of the Message Paulina Vakouros has touched every product line and has a knack for translating the complex to simple. GE-4721670.1(5/22)(Exp.5/24) Mon, 06 Jun 2022 13:09:15 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Paulina Vakouros has touched every product line and has a knack for translating the complex to simple. GE-4721670.1(5/22)(Exp.5/24) Paulina Vakouros has touched every product line and has a knack for translating the complex to simple. GE-4721670.1(5/22)(Exp.5/24)

]]> 812 Tenfold in 10 Years Activity was key for Mitchell Pearson as he started in the business, but creating a partnership made work a bit more fun—and ultimately productive. GE-4721550.1(5/22)(Exp.5/24) Mon, 06 Jun 2022 13:08:18 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Activity was key for Mitchell Pearson as he started in the business, but creating a partnership made work a bit more fun—and ultimately productive. GE-4721550.1(5/22)(Exp.5/24) Activity was key for Mitchell Pearson as he started in the business, but creating a partnership made work a bit more fun—and ultimately productive. GE-4721550.1(5/22)(Exp.5/24)

]]> 874 The Journey While working in an accounting firm, Amos Akinyooye met someone who changed the trajectory of his life. Now a top SVP, he shares with Jim his journey and the influence of the people who have shaped him. GE-4721133.1(5/22)(Exp.5/24) Wed, 04 May 2022 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors While working in an accounting firm, Amos Akinyooye met someone who changed the trajectory of his life. Now a top SVP, he shares with Jim his journey and the influence of the people who have shaped him. GE-4721133.1(5/22)(Exp.5/24) While working in an accounting firm, Amos Akinyooye met someone who changed the trajectory of his life. Now a top SVP, he shares with Jim his journey and the influence of the people who have shaped him. GE-4721133.1(5/22)(Exp.5/24)

]]> 772 Leveraging Unique Abilities Julian Fensterheim has been building a dynasty—creating an intersection of meaning, capability and relationships. GE-4721446.1(5/22)(Exp.5/24) Wed, 04 May 2022 09:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Julian Fensterheim has been building a dynasty—creating an intersection of meaning, capability and relationships. GE-4721446.1(5/22)(Exp.5/24) Julian Fensterheim has been building a dynasty—creating an intersection of meaning, capability and relationships. GE-4721446.1(5/22)(Exp.5/24)

]]> 956 Awareness of People As an inaugural recipient of the Athena award, Charles Larkam shares his mindset and what he’s found to be the foundation of Client relationships. GE-4675684.1(4/22)(Exp.4/24) Fri, 15 Apr 2022 18:28:49 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors As an inaugural recipient of the Athena award, Charles Larkam shares his mindset and what he’s found to be the foundation of Client relationships. GE-4675684.1(4/22)(Exp.4/24) As an inaugural recipient of the Athena award, Charles Larkam shares his mindset and what he’s found to be the foundation of Client relationships. GE-4675684.1(4/22)(Exp.4/24)

]]> 747 Full Circle Moment From receptionist to the Branch Controls Manager in Cleveland, Hannah Uveges shares her passion for helping the community around her and what it was like when she found out she was the winner of the inaugural Athena Award. GE-4675868.1(4/22)(Exp.4/24) Fri, 15 Apr 2022 18:26:37 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors From receptionist to the Branch Controls Manager in Cleveland, Hannah Uveges shares her passion for helping the community around her and what it was like when she found out she was the winner of the inaugural Athena Award. GE-4675868.1(4/22)(Exp.4/24) From receptionist to the Branch Controls Manager in Cleveland, Hannah Uveges shares her passion for helping the community around her and what it was like when she found out she was the winner of the inaugural Athena Award. GE-4675868.1(4/22)(Exp.4/24)

]]> 630 Friendships and Success Elzie Ross’s enthusiasm is palpable, and his story highlights the influence of key friendships and how our business can provide tremendous opportunities for impact. GE-3665438(11/21)(Exp.11/23) Wed, 01 Dec 2021 12:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Elzie Ross’s enthusiasm is palpable, and his story highlights the influence of key friendships and how our business can provide tremendous opportunities for impact. GE-3665438(11/21)(Exp.11/23) Elzie Ross’s enthusiasm is palpable, and his story highlights the influence of key friendships and how our business can provide tremendous opportunities for impact. GE-3665438(11/21)(Exp.11/23)

]]> 625 Compelling Goals What gets Jim jazzed up? Discussions like this one with Karl Fisher who is pushing himself both personally and professionally to achieve compelling goals. GE-3892299.1(11/21)(Exp.11/23) Wed, 03 Nov 2021 12:55:21 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors What gets Jim jazzed up? Discussions like this one with Karl Fisher who is pushing himself both personally and professionally to achieve compelling goals. GE-3892299.1(11/21)(Exp.11/23) What gets Jim jazzed up? Discussions like this one with Karl Fisher who is pushing himself both personally and professionally to achieve compelling goals. GE-3892299.1(11/21)(Exp.11/23)

]]> 956 Belief Starting in the business 4 months apart, Jim and Scott Prechtel have shared experiences in getting started in the business, the importance of belief and the ability to last. GE-3735911.1(9/21)(Exp.9/23) Tue, 07 Sep 2021 12:10:28 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Starting in the business 4 months apart, Jim and Scott Prechtel have shared experiences in getting started in the business, the importance of belief and the ability to last. GE-3735911.1(9/21)(Exp.9/23) Starting in the business 4 months apart, Jim and Scott Prechtel have shared experiences in getting started in the business, the importance of belief and the ability to last. GE-3735911.1(9/21)(Exp.9/23)

]]> 674 Lemons to Lemonade Molly Ward connects with Jim on how sometimes unexpected events can change the trajectory of your career –and your life. GE-3734925.1(9/21)(Exp.9/23) Tue, 07 Sep 2021 12:09:48 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Molly Ward connects with Jim on how sometimes unexpected events can change the trajectory of your career –and your life. GE-3734925.1(9/21)(Exp.9/23) Molly Ward connects with Jim on how sometimes unexpected events can change the trajectory of your career –and your life. GE-3734925.1(9/21)(Exp.9/23)

]]> 845 It’s Doable Regional Honor Advisor, Michelle Mast, reflects on her 34-year career and her earliest days in the business. What advice would she give a new agent? Turns out, it’s the same she’s giving her daughter as she comes into the business. GE-3742938.1(9/21)(Exp.9/23) Tue, 07 Sep 2021 12:09:10 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Regional Honor Advisor, Michelle Mast, reflects on her 34-year career and her earliest days in the business. What advice would she give a new agent? Turns out, it’s the same she’s giving her daughter as she comes into the business. GE-3742938.1(9/21)(Exp.9/23) Regional Honor Advisor, Michelle Mast, reflects on her 34-year career and her earliest days in the business. What advice would she give a new agent? Turns out, it’s the same she’s giving her daughter as she comes into the business. GE-3742938.1(9/21)(Exp.9/23)

]]> 552 Unexpected Wins Last year was a crazy year, but what did 2020 bring for Gerald Grant III? An opportunity to deepen relationships and focus on the fundamentals. GE-3734604(9/21)(Exp.9/23) Tue, 07 Sep 2021 12:07:41 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Last year was a crazy year, but what did 2020 bring for Gerald Grant III? An opportunity to deepen relationships and focus on the fundamentals. GE-3734604(9/21)(Exp.9/23) Last year was a crazy year, but what did 2020 bring for Gerald Grant III? An opportunity to deepen relationships and focus on the fundamentals. GE-3734604(9/21)(Exp.9/23)

]]> 537 Overtrain then Go with the Flow Over a 46 year career, Rob Redwine has worked with legends and learned the importance of keeping the big picture in mind and staying focused on balance, discipline and gratitude. GE-3665575(7/21)(Exp.7/23) Fri, 16 Jul 2021 16:33:20 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Over a 46 year career, Rob Redwine has worked with legends and learned the importance of keeping the big picture in mind and staying focused on balance, discipline and gratitude. GE-3665575(7/21)(Exp.7/23) Over a 46 year career, Rob Redwine has worked with legends and learned the importance of keeping the big picture in mind and staying focused on balance, discipline and gratitude. GE-3665575(7/21)(Exp.7/23)

]]> 712 Great Care From Jeff Hurd’s unique perspective, Covid showcased the remarkable level of care Equitable employees have for each other and opened opportunities to rethink the traditional workspace. GE-3665208(7/21)(Exp.7/23) Fri, 16 Jul 2021 16:32:10 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors From Jeff Hurd’s unique perspective, Covid showcased the remarkable level of care Equitable employees have for each other and opened opportunities to rethink the traditional workspace. GE-3665208(7/21)(Exp.7/23) From Jeff Hurd’s unique perspective, Covid showcased the remarkable level of care Equitable employees have for each other and opened opportunities to rethink the traditional workspace. GE-3665208(7/21)(Exp.7/23)

]]> 912 Never saw an Obstacle Jan Williams shares his story, the importance of belief and his new drive to create more wealth for African Americans. GE-3665053(7/21)(Ep.7/23) Fri, 16 Jul 2021 16:30:40 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jan Williams shares his story, the importance of belief and his new drive to create more wealth for African Americans. GE-3665053(7/21)(Ep.7/23) Jan Williams shares his story, the importance of belief and his new drive to create more wealth for African Americans. GE-3665053(7/21)(Ep.7/23)

]]> 669 'We Won' is Better Than 'I Scored' Drew Houston, head of Financial Planning and Investment Sales, chats with Jim about the impact to our business and the process-driven themes where he’s seeing advisors win. Fee based and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a registered investment advisor. GE-3586928(5/21)(Exp.5/23) Mon, 24 May 2021 12:19:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Drew Houston, head of Financial Planning and Investment Sales, chats with Jim about the impact to our business and the process-driven themes where he’s seeing advisors win. Fee based and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a registered investment advisor. GE-3586928(5/21)(Exp.5/23) Drew Houston, head of Financial Planning and Investment Sales, chats with Jim about the impact to our business and the process-driven themes where he’s seeing advisors win. Fee based and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a registered investment advisor. GE-3586928(5/21)(Exp.5/23)

]]> 587 Where the Growth Happens Mid-pandemic, Amy Schlager moved cross-county and chose to lean into the resistance with the understanding that we were built to do difficult things. GE-3594033(5/21)(Exp.5/23) Mon, 24 May 2021 12:18:59 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Mid-pandemic, Amy Schlager moved cross-county and chose to lean into the resistance with the understanding that we were built to do difficult things. GE-3594033(5/21)(Exp.5/23) Mid-pandemic, Amy Schlager moved cross-county and chose to lean into the resistance with the understanding that we were built to do difficult things. GE-3594033(5/21)(Exp.5/23)

]]> 610 Getting Things Done Jim Crimmins dives into how the past year has brought opportunities to connect with clients and ultimately to learn and innovate. GE-3594308(5/21)(Exp.5/23) Mon, 24 May 2021 12:18:21 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jim Crimmins dives into how the past year has brought opportunities to connect with clients and ultimately to learn and innovate. GE-3594308(5/21)(Exp.5/23) Jim Crimmins dives into how the past year has brought opportunities to connect with clients and ultimately to learn and innovate. GE-3594308(5/21)(Exp.5/23)

]]> 641 Ridiculous Goals Jim sits down with Bill Galvin to discuss the importance of setting goals for 5-10 years out and focusing on making clients deliriously happy. GE-3597413(5/21)(Exp.5/23) Mon, 24 May 2021 12:17:20 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Jim sits down with Bill Galvin to discuss the importance of setting goals for 5-10 years out and focusing on making clients deliriously happy. GE-3597413(5/21)(Exp.5/23) Jim sits down with Bill Galvin to discuss the importance of setting goals for 5-10 years out and focusing on making clients deliriously happy. GE-3597413(5/21)(Exp.5/23)

]]> 734 Accessibility Went Up 2020 was a winning year for Anthony Italiano who saw a 100% increase in his business. How? The culmination of hard work, bringing value and looking for opportunities. GE-3543365(4/21)(Exp.4/23) Thu, 15 Apr 2021 12:28:20 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors 2020 was a winning year for Anthony Italiano who saw a 100% increase in his business. How? The culmination of hard work, bringing value and looking for opportunities. GE-3543365(4/21)(Exp.4/23) 2020 was a winning year for Anthony Italiano who saw a 100% increase in his business. How? The culmination of hard work, bringing value and looking for opportunities. GE-3543365(4/21)(Exp.4/23)

]]> 876 Part of the Change A sharpshooter and 15-year life insurance enthusiast, Sam Curtin unpacks how she had her best year ever in 2020 and is taking the time to “be where your feet are.” GE-3543272(4/21)(Exp.4/23) Thu, 15 Apr 2021 12:27:27 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors A sharpshooter and 15-year life insurance enthusiast, Sam Curtin unpacks how she had her best year ever in 2020 and is taking the time to “be where your feet are.” GE-3543272(4/21)(Exp.4/23) A sharpshooter and 15-year life insurance enthusiast, Sam Curtin unpacks how she had her best year ever in 2020 and is taking the time to “be where your feet are.” GE-3543272(4/21)(Exp.4/23)

]]> 755 How We Merge Out of This Thing David Veale unpacks how 2020 helped shape the outlook of how we move forward, and the lessons learned from a difficult year. GE-3542735(4/21)(Exp.4/23) Thu, 15 Apr 2021 12:26:49 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors David Veale unpacks how 2020 helped shape the outlook of how we move forward, and the lessons learned from a difficult year. GE-3542735(4/21)(Exp.4/23) David Veale unpacks how 2020 helped shape the outlook of how we move forward, and the lessons learned from a difficult year. GE-3542735(4/21)(Exp.4/23)

]]> 749 Supercharged Superpower In a tumultuous year, Cynthia Bodison had a mindset shift that helped shape her perspective on opportunities and blessings. GE-3542678(4/21)(Exp.4/23) Thu, 15 Apr 2021 12:25:38 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In a tumultuous year, Cynthia Bodison had a mindset shift that helped shape her perspective on opportunities and blessings. GE-3542678(4/21)(Exp.4/23) In a tumultuous year, Cynthia Bodison had a mindset shift that helped shape her perspective on opportunities and blessings. GE-3542678(4/21)(Exp.4/23)

]]> 606 Tailwinds As the Chair of the NAF, Matt Gast describes ‘standing on the shoulders of giants,’ how he’s adjusted to a post-Covid world and is focusing on advisor efficiency. GE-3443917(2/21)(Exp./2/23) Thu, 11 Mar 2021 16:40:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors As the Chair of the NAF, Matt Gast describes ‘standing on the shoulders of giants,’ how he’s adjusted to a post-Covid world and is focusing on advisor efficiency. GE-3443917(2/21)(Exp./2/23) As the Chair of the NAF, Matt Gast describes ‘standing on the shoulders of giants,’ how he’s adjusted to a post-Covid world and is focusing on advisor efficiency. GE-3443917(2/21)(Exp./2/23)

]]> 631 Living Legend In 1968, John Krahnert started with Equitable and began the cascade of impact on countless careers. GE-3486339(3/21)(Exp.3/23) Thu, 11 Mar 2021 16:40:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In 1968, John Krahnert started with Equitable and began the cascade of impact on countless careers. GE-3486339(3/21)(Exp.3/23) In 1968, John Krahnert started with Equitable and began the cascade of impact on countless careers. GE-3486339(3/21)(Exp.3/23)

]]> 953 You Can’t Push a String Through 36 years in the business, and with 36 consecutive NLCs under his belt, Brian Sharkey has mastered how to get in the “show me” position. GE-3486353(3/21)(Exp.3/23). Thu, 11 Mar 2021 16:40:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Through 36 years in the business, and with 36 consecutive NLCs under his belt, Brian Sharkey has mastered how to get in the “show me” position. GE-3486353(3/21)(Exp.3/23). Through 36 years in the business, and with 36 consecutive NLCs under his belt, Brian Sharkey has mastered how to get in the “show me” position. GE-3486353(3/21)(Exp.3/23).

]]> 967 Present and Purposeful Sarah Ogle had a busy year between making the move to Austin, being promoted to EVP and leading through the pandemic. She talks with Jim about mindset and getting to define what our future looks like. GE-3485539(3/21)(Exp.3/23) Thu, 11 Mar 2021 16:40:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Sarah Ogle had a busy year between making the move to Austin, being promoted to EVP and leading through the pandemic. She talks with Jim about mindset and getting to define what our future looks like. GE-3485539(3/21)(Exp.3/23) Sarah Ogle had a busy year between making the move to Austin, being promoted to EVP and leading through the pandemic. She talks with Jim about mindset and getting to define what our future looks like. GE-3485539(3/21)(Exp.3/23)

]]> 682 That’s What People Expect Lou Nuchereno is accustomed to winning, but 2020 brought a new challenge for his team in the Empire. Wrapping up the series on 2020 wins, Lou shares his mindset and how he’s built a winning culture. GE-3427952(2/21)(Exp.2/23) Fri, 19 Feb 2021 15:21:10 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Lou Nuchereno is accustomed to winning, but 2020 brought a new challenge for his team in the Empire. Wrapping up the series on 2020 wins, Lou shares his mindset and how he’s built a winning culture. GE-3427952(2/21)(Exp.2/23) Lou Nuchereno is accustomed to winning, but 2020 brought a new challenge for his team in the Empire. Wrapping up the series on 2020 wins, Lou shares his mindset and how he’s built a winning culture. GE-3427952(2/21)(Exp.2/23)

]]> 615 Science of Change Kelly DeMay had her best year ever in 2020. Amid all the challenges of embracing technology and the emotional highs and lows, she gained the confidence to set her goals even higher in 2021. For purposes of this discussion, "advisor" is used as a general term to describe insurance/annuity, investment sales, and advisory professionals who may hold licensing as insurance agents, registrations with broker-dealers, and registrations as investment advisory representatives (IAR) of registered investment advisors, respectively. "Advisor" in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. GE-3440789(2/21)(Exp.2/23) Fri, 19 Feb 2021 15:20:59 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Kelly DeMay had her best year ever in 2020. Amid all the challenges of embracing technology and the emotional highs and lows, she gained the confidence to set her goals even higher in 2021. For purposes of this discussion, "advisor" is used as a general term to describe insurance/annuity, investment sales, and advisory professionals who may hold licensing as insurance agents, registrations with broker-dealers, and registrations as investment advisory representatives (IAR) of registered investment advisors, respectively. "Advisor" in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. GE-3440789(2/21)(Exp.2/23) Kelly DeMay had her best year ever in 2020. Amid all the challenges of embracing technology and the emotional highs and lows, she gained the confidence to set her goals even higher in 2021. For purposes of this discussion, "advisor" is used as a general term to describe insurance/annuity, investment sales, and advisory professionals who may hold licensing as insurance agents, registrations with broker-dealers, and registrations as investment advisory representatives (IAR) of registered investment advisors, respectively. "Advisor" in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. GE-3440789(2/21)(Exp.2/23)

]]> 709 A Different Landscape Newly-appointed SVP, Loren Lo, made huge adjustments in 2020 when the RBG model of meeting face-to-face with teachers was no longer an option. GE-3433104(2/21)(Exp.2/23) Fri, 19 Feb 2021 15:20:47 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Newly-appointed SVP, Loren Lo, made huge adjustments in 2020 when the RBG model of meeting face-to-face with teachers was no longer an option. GE-3433104(2/21)(Exp.2/23) Newly-appointed SVP, Loren Lo, made huge adjustments in 2020 when the RBG model of meeting face-to-face with teachers was no longer an option. GE-3433104(2/21)(Exp.2/23)

]]> 714 Riding a Huge Wave Next up, in a four-part series on 2020 wins, Richard Allen shares how this year has allowed him to get closer to his clients and put himself on the other side of the table. GE-3427947(2/21)(Exp.2/23) Fri, 19 Feb 2021 15:20:28 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Next up, in a four-part series on 2020 wins, Richard Allen shares how this year has allowed him to get closer to his clients and put himself on the other side of the table. GE-3427947(2/21)(Exp.2/23) Next up, in a four-part series on 2020 wins, Richard Allen shares how this year has allowed him to get closer to his clients and put himself on the other side of the table. GE-3427947(2/21)(Exp.2/23)

]]> 457 Pandemic or No Pandemic In the last of a four-part series on reflections, Brandy Mickens shares how going digital has emphasized the importance of intentionality and focusing on opportunities. GE-3394805(1/21)(Exp.1/23) Fri, 08 Jan 2021 14:21:43 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In the last of a four-part series on reflections, Brandy Mickens shares how going digital has emphasized the importance of intentionality and focusing on opportunities. GE-3394805(1/21)(Exp.1/23) In the last of a four-part series on reflections, Brandy Mickens shares how going digital has emphasized the importance of intentionality and focusing on opportunities. GE-3394805(1/21)(Exp.1/23)

]]> 595 A Little Bit Further Stephen Dunbar is a huge proponent of pushing yourself forward. In this reflection, he discusses a recent 50-miler with his son, levels of generosity and motivation. GE-3393871(1/21)(Exp.1/23) Fri, 08 Jan 2021 14:21:31 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Stephen Dunbar is a huge proponent of pushing yourself forward. In this reflection, he discusses a recent 50-miler with his son, levels of generosity and motivation. GE-3393871(1/21)(Exp.1/23) Stephen Dunbar is a huge proponent of pushing yourself forward. In this reflection, he discusses a recent 50-miler with his son, levels of generosity and motivation. GE-3393871(1/21)(Exp.1/23)

]]> 719 Dressing for the Conditions Through his consistent emails, Jason Dummert has been coaching advisors across the country for years. In reflecting on 2020, he shares how working remotely has stretched him to manage his time differently. GE-3393758(1/21)(Exp.1/23) Fri, 08 Jan 2021 14:21:20 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Through his consistent emails, Jason Dummert has been coaching advisors across the country for years. In reflecting on 2020, he shares how working remotely has stretched him to manage his time differently. GE-3393758(1/21)(Exp.1/23) Through his consistent emails, Jason Dummert has been coaching advisors across the country for years. In reflecting on 2020, he shares how working remotely has stretched him to manage his time differently. GE-3393758(1/21)(Exp.1/23)

]]> 744 Glory in the Effort First up, in a four-part series on 2020 reflections, Sarah Vita shares the challenge to get more creative and what she’s learned about preparation and practice. GE-3393684(1/21)(Exp.1/23) Fri, 08 Jan 2021 14:20:56 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors First up, in a four-part series on 2020 reflections, Sarah Vita shares the challenge to get more creative and what she’s learned about preparation and practice. GE-3393684(1/21)(Exp.1/23) First up, in a four-part series on 2020 reflections, Sarah Vita shares the challenge to get more creative and what she’s learned about preparation and practice. GE-3393684(1/21)(Exp.1/23)

]]> 785 Balance and Perspective As we near year-end, Mark Mitchell discusses how 2020 has challenged us to self-reflect and has emphasized the significance of the work we do. GE-3363049 (12/20)(Exp.12/22) Tue, 29 Dec 2020 17:05:31 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors As we near year-end, Mark Mitchell discusses how 2020 has challenged us to self-reflect and has emphasized the significance of the work we do. GE-3363049 (12/20)(Exp.12/22) As we near year-end, Mark Mitchell discusses how 2020 has challenged us to self-reflect and has emphasized the significance of the work we do. GE-3363049 (12/20)(Exp.12/22)

]]> 728 Adapt, Adjust and Move On Looking back over a 25+ year friendship, Tim Maguire connects with Jim on tenacity plays, the importance of having someone who believes in you, and ultimately learning how to adapt, adjust and move on. GE-3262818(9/20)(Exp.9/22) Wed, 30 Sep 2020 23:41:45 -0000 Adapt, Adjust and Move On full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Looking back over a 25+ year friendship, Tim Maguire connects with Jim on tenacity plays, the importance of having someone who believes in you, and ultimately learning how to adapt, adjust and move on. GE-3262818(9/20)(Exp.9/22) Looking back over a 25+ year friendship, Tim Maguire connects with Jim on tenacity plays, the importance of having someone who believes in you, and ultimately learning how to adapt, adjust and move on. GE-3262818(9/20)(Exp.9/22)

]]> 797 Taking the Long View – DSF Series How are newer financial professionals pivoting in our new normal? Jim connects with Matt Klotz, a DSF advisor in the RBG to discuss being conditioned for the long haul and the long-term mission of helping take care of people. GE-3212590(8/20)(Exp.8/22) Thu, 27 Aug 2020 19:23:24 -0000 Taking the Long View – DSF Series full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors How are newer financial professionals pivoting in our new normal? Jim connects with Matt Klotz, a DSF advisor in the RBG to discuss being conditioned for the long haul and the long-term mission of helping take care of people. GE-3212590(8/20)(Exp.8/22) How are newer financial professionals pivoting in our new normal? Jim connects with Matt Klotz, a DSF advisor in the RBG to discuss being conditioned for the long haul and the long-term mission of helping take care of people. GE-3212590(8/20)(Exp.8/22)

]]> 748 Human Connection https://traffic.libsyn.com/secure/thecrushcast/Kyle_Schiffler_Podcast.mp3 Like all of us, Kyle Schiffler has been making adjustments in the wake of Covid. While the method of client meetings has changed, the human connection, habits and importance of the work remains. GE-3166645.2(6/22)(Exp.6/24) Wed, 22 Jul 2020 13:03:00 -0000 Human Connection full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Like all of us, Kyle Schiffler has been making adjustments in the wake of Covid. While the method of client meetings has changed, the human connection, habits and importance of the work remains. GE-3166645.2(6/22)(Exp.6/24) Like all of us, Kyle Schiffler has been making adjustments in the wake of Covid. While the method of client meetings has changed, the human connection, habits and importance of the work remains. GE-3166645.2(6/22)(Exp.6/24)

]]> 615 no Fundamentals https://thecrushcast.libsyn.com/fundamentals Getting started for Brent Koch required a lot of hustle. Looking back over his career, he’s able to work smarter now, but the fundamentals are the same. GE-4673552.1(4/22)(Exp.4/24) Tue, 23 Jun 2020 14:09:00 -0000 Fundamentals full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Getting started for Brent Koch required a lot of hustle. Looking back over his career, he’s able to work smarter now, but the fundamentals are the same. GE-3113576(06/20)(Exp.06/22) Getting started for Brent Koch required a lot of hustle. Looking back over his career, he’s able to work smarter now, but the fundamentals are the same. GE-4673552.1(4/22)(Exp.4/24) Getting started for Brent Koch required a lot of hustle. Looking back over his career, he’s able to work smarter now, but the fundamentals are the same. GE-4673552.1(4/22)(Exp.4/24)

]]> 726 no At Every Opportunity https://thecrushcast.libsyn.com/at-every-opportunity In 1986, a new college graduate walked into an interview at Equitable. Thirty-three years later, David Rispler took the stage as a National Honor Agent. His timely advice for success? Positioning yourself and managing yourself to be at every opportunity. GE-4673495.1(4/22)(Exp.4/24) Mon, 13 Apr 2020 19:48:00 -0000 At Every Opportunity full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In 1986, a new college graduate walked into an interview at Equitable. Thirty-three years later, David Rispler took the stage as a National Honor Agent. His timely advice for success? Positioning yourself and managing yourself to be at every... In 1986, a new college graduate walked into an interview at Equitable. Thirty-three years later, David Rispler took the stage as a National Honor Agent. His timely advice for success? Positioning yourself and managing yourself to be at every opportunity. GE-4673495.1(4/22)(Exp.4/24) In 1986, a new college graduate walked into an interview at Equitable. Thirty-three years later, David Rispler took the stage as a National Honor Agent. His timely advice for success? Positioning yourself and managing yourself to be at every opportunity. GE-4673495.1(4/22)(Exp.4/24)

]]> 652 no Failing First https://thecrushcast.libsyn.com/failing-first Scott Klein is arguably one of the best in the business, but it didn’t come without initial failure. Jim sits down with him to discuss how he worked from failing first to being one of the National Honor Agents of 2019. GE-3992536.1(12/21)(Exp.12/23) Mon, 10 Feb 2020 18:12:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Scott Klein is arguably one of the best in the business, but it didn’t come without initial failure. Jim sits down with him to discuss how he worked from failing first to being one of the National Honor Agents of 2019. GE-2931016 (02/20)(Exp. 02/22) Scott Klein is arguably one of the best in the business, but it didn’t come without initial failure. Jim sits down with him to discuss how he worked from failing first to being one of the National Honor Agents of 2019. GE-3992536.1(12/21)(Exp.12/23) Scott Klein is arguably one of the best in the business, but it didn’t come without initial failure. Jim sits down with him to discuss how he worked from failing first to being one of the National Honor Agents of 2019. GE-3992536.1(12/21)(Exp.12/23)

]]> 730 no Your Magic Formula https://thecrushcast.libsyn.com/your-magic-formula Angela Anderson sits down with Jim to discuss her path from an RBG associate to the Chair of the NAF. GE-3898711.1 (11/21)(Exp.11/23) Tue, 28 Jan 2020 19:31:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Angela Anderson sits down with Jim to discuss her path from an RBG associate to the Chair of the NAF. GE-2820762(11/19)(Exp. 11/21) Angela Anderson sits down with Jim to discuss her path from an RBG associate to the Chair of the NAF. GE-3898711.1 (11/21)(Exp.11/23) Angela Anderson sits down with Jim to discuss her path from an RBG associate to the Chair of the NAF. GE-3898711.1 (11/21)(Exp.11/23)

]]> 620 no Successful by Noon https://thecrushcast.libsyn.com/successful-by-noon Is there a recipe for success? If so, Gerald Grant has the ingredients nailed and it starts with systemic activity. GE-3862123.1(10/21)(exp.10/23) Mon, 25 Nov 2019 13:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors Is there a recipe for success? If so, Gerald Grant has the ingredients nailed and it starts with systemic activity. GE-3862123.1(10/21)(exp.10/23) Is there a recipe for success? If so, Gerald Grant has the ingredients nailed and it starts with systemic activity. GE-3862123.1(10/21)(exp.10/23)

]]> 505 no Feels like Magic https://thecrushcast.libsyn.com/feels-like-magic What does it take to move from being a physician in China to pursuing a financial professional career in the United States? Grit, drive and a little bit of what feels like magic. GE-3862107.1(10/21)(Exp.10/23) Mon, 28 Oct 2019 13:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors What does it take to move from being a physician in China to pursuing a financial professional career in the United States? Grit, drive and a little bit of what feels like magic. GE-3862107.1(10/21)(Exp.10/23) What does it take to move from being a physician in China to pursuing a financial professional career in the United States? Grit, drive and a little bit of what feels like magic. GE-3862107.1(10/21)(Exp.10/23)

]]> 764 no Keep After It https://thecrushcast.libsyn.com/keep-after-it From college intern to the Chairman of Equitable Advisors, LLC (member SIPC) (Equitable Financial Advisors in MI and TN) and Head of Wealth Management, Jim dives in with David Karr on his career highs, the lows and the lessons along the way. GE-3703737 (08/21)(Exp.08/23) Mon, 23 Sep 2019 13:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors From college intern to the Chairman of Equitable Advisors, LLC (member SIPC) (Equitable Financial Advisors in MI and TN) and Head of Wealth Management, Jim dives in with David Karr on his career highs, the lows and the lessons along the way. GE-3703737 (08/21)(Exp.08/23) From college intern to the Chairman of Equitable Advisors, LLC (member SIPC) (Equitable Financial Advisors in MI and TN) and Head of Wealth Management, Jim dives in with David Karr on his career highs, the lows and the lessons along the way. GE-3703737 (08/21)(Exp.08/23)

]]> 699 no Success is a Choice https://thecrushcast.libsyn.com/success-is-a-choice 22 years ago, Dror Nir made the decision to leave his career as an attorney to become a financial professional. In this episode, he walks Jim through the steps that led him to becoming a Regional President and leader of one of the largest branches in our firm. GE-3588746 (5/21) (Exp. 5/23) Wed, 28 Aug 2019 13:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors 22 years ago, Dror Nir made the decision to leave his career as an attorney to become a financial professional. In this episode, he walks Jim through the steps that led him to becoming a Regional President and leader of one of the largest branches in our firm. GE-3588746 (5/21) (Exp. 5/23) 22 years ago, Dror Nir made the decision to leave his career as an attorney to become a financial professional. In this episode, he walks Jim through the steps that led him to becoming a Regional President and leader of one of the largest branches in our firm. GE-3588746 (5/21) (Exp. 5/23)

]]> 738 no You've Got to be an Optimist https://thecrushcast.libsyn.com/youve-got-to-be-an-optimist What does Nick Lane miss most about Japan? And how does humor matter in our business? Jim dives in with Nick Lane, President of Equitable, to cover those topics and more. GE-3615390 (06/21) (Exp. 06/23) Thu, 01 Aug 2019 13:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors What does Nick Lane miss most about Japan? And how does humor matter in our business? Jim dives in with Nick Lane, President of Equitable, to cover those topics and more. GE-3615390 (06/21) (Exp. 06/23) What does Nick Lane miss most about Japan? And how does humor matter in our business? Jim dives in with Nick Lane, President of Equitable, to cover those topics and more. GE-3615390 (06/21) (Exp. 06/23)

]]> 729 no Burn the Boats https://thecrushcast.libsyn.com/burn-the-boats In this episode, Jim sits down with the 2019 GAMA President, Chris Noonan to discuss the importance of putting the time in, daily execution, and setting goals. GE-3543385(4/21)(Exp. 4/23) Mon, 01 Jul 2019 13:00:00 -0000 full Jim Mellin, President of Wealth Management and Advice, Equitable Advisors In this episode, Jim sits down with the 2019 GAMA President, Chris Noonan to discuss the importance of putting the time in, daily execution, and setting goals. GE-3543385(4/21)(Exp. 4/23) In this episode, Jim sits down with the 2019 GAMA President, Chris Noonan to discuss the importance of putting the time in, daily execution, and setting goals. GE-3543385(4/21)(Exp. 4/23)

]]> 631 no