PODCAST · business
Crushing It.
by 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 Ad
Episodes
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Hope, healing & the power of yes
After unimaginable loss, Samira Waernlund chose to embrace a simple philosophy: say yes to what's next. In this inspiring conversation, she shares how resilience, openness, and a willingness to take chances helped her find healing, purpose, and unexpected opportunities. GE-9142750.1(9/26)(Exp9/30)
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Celebrating the milestone, Building the momentum
Ken Kozlowski reflects on nearly 40 years in the investment industry, sharing lessons on leadership, resilience, and the poweer of staying intellectually curious. Ken discusses EIM's journey to surpassing $1 billion assets in their advisory models and explains why diversification and disciplined...
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Leadership is a verb: Kelly DeMay on growth, grit, and opportunity
In the first in-person episode of Crushing It, Kelly DeMay joins Jim Mellin to reflect on her career journey, the experiences that shaped her leadership style, and the lessons she's learned about developing high-performing teams. Together, they discuss leadership, career growth, creating...
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Built Through Resilience
Danial Roman shares his inspiring journey from struggling early in his career to building a successful business. He talks about the challenges he faced, including self-doubt, and nearly quitting, before realizing he needed to focus on what he could control. GE-9083194.1(8/26)(Exp8/30)
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Beyond the Scoreboard
Anthony Montufar discusses how teamwork, competition, and continuous improvement influence his approach to leadership. He shares insights on building strong relationships, simplifying complex challenges, and helping others focus on what matters most. GE-9056585 (8/26)(Exp.8/30)
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Building People, Building Success
Markus DeJesus reflects on nearly a decade of growth, sharing how intentional leadership, disciplined time management, and a focus on leverage helped him double his productivity while building a high-performing team. GE-9023928.1 (7/26)(Exp. 7/30)
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Marathon Mindset: Chasing the Impossible
Alex Price shares how he shattered his marathon personal record by more than five minuets, and qualifying for the U.S. Olympic Marathon Trials. He discusses the training, mindset, family support, and lessons about perseverance that helped him achieve one of the biggest breakthroughs of his…
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Be the Difference: Stepping Up When It Matters
Ashlynn Mohan talks about what it really takes to step up when it counts. From building confidence through repetition to becoming a powerful presenter. Ashlynn shares how mindset, mentorship, and taking action shaped her success. GE-8980798.1 (6/26)Exp.6/30)
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Trust, Process, and Progress
Anthony Villari reflects on early struggles of his career, why having no backup plan mattered, and how persistence and focus built momentum over time. GE-8957895.1 (6/26)(Exp.6/30)
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Make the Call: Lessons from 70 Years in the Business
John Dart Wadsworth shares how nonstop prospecting, authentic connection, and a refusal to slow down fueled one of the longest and most inspiring career in sales. GE-8929735
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Redefining Success: Work, Life, and Leadership
Greg Boosin shares his perspectives on leading with purpose, unlocking creativity, and growing through every stage of your career. GE-8913246 (5/26) (Exp5/30)
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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)
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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)
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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)
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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)
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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)
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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)
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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...
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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…
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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
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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...
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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)
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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....
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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.
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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.
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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…
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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…
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Inner Excellence
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...
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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...
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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...
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Empowerment
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…
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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…
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Rising to the Challenge
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,...
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From Breaking Point to Making Point
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…
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Navigating Change with Focus
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…
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Energizing Leadership
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...
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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…
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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!
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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.
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Embracing Adventure
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...
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A Fireside Chat with Mike Cocco at the NLF
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...
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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…
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Leading with Purpose
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....
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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.
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Different Set of Eyes
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!
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Optimizing Longevity
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)
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A Journey of Helping Others
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.
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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.
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Genuine 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.
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Leaving a Legacy
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...
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ABOUT THIS SHOW
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 Ad
HOSTED BY
Jim Mellin, President of Wealth Management and Advice, Equitable Advisors
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