Shows
Crushing It.Crush the Doubt & Create the DreamJim 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.2025-07-0812 minCrushing It.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.2025-04-2933 minCrushing It.Purpose-Driven GrowthIn 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.2025-04-1513 minCrushing It.Leading Forward: Vision, Culture, and InnovationIn 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.2025-04-0117 minCrushing It.Inner ExcellenceIn 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. 2025-02-0417 minCrushing It.Marathons & Milestones 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.2024-12-1713 min
The Tony Sirianni PodcastA Conversation with Jim Mellin — President, Advice and Wealth Management of Equitable AdvisorsThis week, AdvisorHub’s CEO, Tony Sirianni talks with Jim Mellin — President, Advice and Wealth Management of Equitable Advisors. The two discuss an organic growth engine, earning the ability to love your profession, how capability is one thing but engagement and progression is another, everyone wins when things are executed properly, and having an impact on your clients’ lives.2024-12-1624 minCrushing It.EmpowermentJim 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. 2024-12-0311 minCrushing It.Resilience in LeadershipJim 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.2024-11-1912 minCrushing It.Rising to the ChallengeJim 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.2024-11-0520 minCrushing It.From Breaking Point to Making PointIn 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...2024-10-0826 minCrushing It.Life is a Team SportWhat truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more! 2024-07-3015 minCrushing It.ProsperingJim 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. 2024-07-1613 minCrushing It.Leading with PurposeJoin 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.2024-04-3014 minCrushing It.Unveiling SuccessJosh 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. 2024-03-1213 minCrushing It.Different Set of EyesEver 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! 2024-02-2712 minCrushing It.Optimizing LongevityKarl 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)2024-02-1314 minCrushing It.A Journey of Helping OthersThroughout 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. 2024-01-1615 minCrushing It.Mindset MattersAs 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.2024-01-0214 minCrushing It.Genuine ConnectionsAfter 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. 2023-12-1912 minCrushing It.Leaving a LegacyJoin 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. 2023-12-0512 minCrushing It.Thoughtful & DeliberateYou 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. 2023-11-2110 minCrushing It.Why 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. 2023-11-0812 minCrushing It.Supported IndependenceHead 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. 2023-10-2412 minCrushing It.A Unique PerspectiveHe 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.2023-10-1012 minCrushing It.Ambitious GoalsReflecting over the past 9 years, Anthony Greco shares what has made his success possible. Starting with the goals you set each year. 2023-09-2610 minCrushing It.A Bright Future for Women in FinanceWhat 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.2023-09-1211 minCrushing It.Black Leadership NetworkFostering 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.2023-08-2912 minCrushing It.Secrets to SuccessMake 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)2023-08-1507 minCrushing It.Not Just a JobBruce 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)2023-08-0122 minCrushing It.Circle of ExcellenceIn 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)2023-07-1817 minCrushing It.A Force for GoodHow 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)2023-07-0309 minCrushing It.Black Belt of the S-CurvePhil 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)2023-06-2015 minCrushing It.Generational LegacyThe 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)2023-06-0614 minCrushing It.Life is a Team SportWhat truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more!2023-05-2315 minCrushing It.ProsperingJim 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)2023-03-1413 minCrushing It.Be Kind. Be Agile.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.2023-02-1410 minCrushing It.Equitable AthletesThis 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). 2022-12-0611 minCrushing It.Cross Company ViewJessica 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).2022-10-2512 minCrushing It.Reach Your Goals… Reach Your PotentialPhil 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). 2022-10-1111 minCrushing It.Building Strong RelationshipsDistrict 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).2022-09-2710 minCrushing It.Discipline and TrustHall 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)2022-09-0616 minCrushing It.Identifying the WinsThis 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)2022-08-2307 min
Crushing It.Looking ForwardChief 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)2022-07-2611 min
Crushing It.Each Piece of the PuzzleFocusing 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)2022-07-1913 minCrushing It.Heart and Soul of the RBGBernadette 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).2022-07-1213 minCrushing It.Run Leaner, Run FasterBeginning 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)2022-06-2410 minCrushing It.Passion is FuelAndrew 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)2022-06-2412 minCrushing It.The Essence of the MessagePaulina Vakouros has touched every product line and has a knack for translating the complex to simple. GE-4721670.1(5/22)(Exp.5/24)2022-06-0613 minCrushing It.Tenfold in 10 YearsActivity 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)2022-06-0614 minCrushing It.The JourneyWhile 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)2022-05-0412 minCrushing It.Leveraging Unique AbilitiesJulian Fensterheim has been building a dynasty—creating an intersection of meaning, capability and relationships. GE-4721446.1(5/22)(Exp.5/24)2022-05-0415 minCrushing It.Awareness of PeopleAs 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)2022-04-1512 minCrushing It.Full Circle MomentFrom 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)2022-04-1510 minCrushing It.Friendships and SuccessElzie 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)2021-12-0110 minCrushing It.Compelling GoalsWhat 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)2021-11-0315 minCrushing It.Competence brings ConfidenceClay Janson reflects with Jim on his journey from retail business owner to joining his father as a National Honor Agent. GE-3892129.1(11/21)(Exp.11/23)2021-11-0313 minCrushing It.BeliefStarting 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)2021-09-0711 minCrushing It.Lemons to LemonadeMolly 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)2021-09-0714 minCrushing It.It’s DoableRegional 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)2021-09-0709 minCrushing It.Unexpected WinsLast 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)2021-09-0708 minCrushing It.Overtrain then Go with the FlowOver 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)2021-07-1611 minCrushing It.Great CareFrom 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)2021-07-1615 minCrushing It.Never saw an ObstacleJan 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)2021-07-1611 minCrushing It.'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)2021-05-2409 minCrushing It.Where the Growth HappensMid-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)2021-05-2410 minCrushing It.Getting Things DoneJim 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)2021-05-2410 minCrushing It.Ridiculous GoalsJim 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)2021-05-2412 minCrushing It.Accessibility Went Up2020 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)2021-04-1514 minCrushing It.Part of the ChangeA 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)2021-04-1512 minCrushing It.How We Merge Out of This ThingDavid 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)2021-04-1512 minCrushing It.Supercharged SuperpowerIn 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)2021-04-1510 minCrushing It.TailwindsAs 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)2021-03-1110 minCrushing It.Living LegendIn 1968, John Krahnert started with Equitable and began the cascade of impact on countless careers. GE-3486339(3/21)(Exp.3/23)2021-03-1115 minCrushing It.Present and PurposefulSarah 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)2021-03-1111 minCrushing It.You Can’t Push a StringThrough 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).2021-03-1116 minCrushing It.That’s What People ExpectLou 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)2021-02-1910 minCrushing It.Science of ChangeKelly 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)2021-02-1911 minCrushing It.A Different LandscapeNewly-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)2021-02-1911 minCrushing It.Riding a Huge WaveNext 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)2021-02-1907 minCrushing It.Pandemic or No PandemicIn 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)2021-01-0809 minCrushing It.A Little Bit FurtherStephen 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)2021-01-0811 minCrushing It.Dressing for the ConditionsThrough 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)2021-01-0812 minCrushing It.Glory in the EffortFirst 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)2021-01-0813 minCrushing It.Balance and PerspectiveAs 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)2020-12-2912 minCrushing It.Unlocked OpportunitiesTom Mingone has mastered taking the complexity of planning and making it easily digestible for clients. As our world has shifted, he walks through opening your mind to new opportunities, his philosophy and mechanics. GE-3318546(11/20)(Exp.11/22)2020-11-0914 minCrushing It.Adapt, Adjust and Move OnLooking 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)2020-10-0113 minCrushing It.Taking the Long View – DSF SeriesHow 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)2020-08-2712 min
Crushing It.Human ConnectionLike 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)2020-07-2210 min
Crushing It.FundamentalsGetting 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)2020-06-2312 min
Crushing It.Two Feet InWhen you’re two feet in with a daunting deadline, what’s the path to success? For Cynthia Kelley it involved tapping into a network she built as a college athlete and having mentors to help along the way. GE-4673532.1(4/22)(Exp.4/24)2020-05-1911 min
Crushing It.At Every OpportunityIn 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)2020-04-1310 min
Crushing It.Failing FirstScott 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)2020-02-1012 min
Crushing It.Your Magic FormulaAngela 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)2020-01-2810 min
Crushing It.Successful by NoonIs 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)2019-11-2508 min
Crushing It.Feels like MagicWhat 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)2019-10-2812 min
Crushing It.Keep After ItFrom 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)2019-09-2311 min
Crushing It.Success is a Choice22 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)2019-08-2812 min
Crushing It.You've Got to be an OptimistWhat 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)2019-08-0112 min
Crushing It.Burn the BoatsIn 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)2019-07-0110 min