Ever wonder how others have found success? How they manage to keep it all together? Dive in as Chief Sales Officer, 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…
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 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 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 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.
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.
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 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 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 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.
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)
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.
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, 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.
What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more!
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.
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!
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.
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.
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.
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.
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!
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)
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.
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.
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.
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.
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.
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.
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.
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.
Reflecting over the past 9 years, Anthony Greco shares what has made his success possible. Starting with the goals you set each year.
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.
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.
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)
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)
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)
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)
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)
The Sprick family has been a part of Equitable for 3 generations. Tyson comes on the podcast this week to share his and his family's journey in the financial industry. GE-5714577.1(6/23)(Exp.6/25)
What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more!
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)
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.
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).
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).
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).
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).
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)
This week, Jim sits down with Hector Martinez to understand the importance of defining the “wins” in life. Defining what those qualitative factors are will help you crush it too! GE-4847527.1 (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)
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)
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).