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Crushing It. — Business
Crushing It.

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 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. GE- 3037133(4/20)(Exp.4/22)

Copyright: © 2010-2019 AXA

Latest Episodes:

'We Won' is Better Than 'I Scored' May 24, 2021

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)

Where the Growth Happens May 24, 2021

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)

Getting Things Done May 24, 2021

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)

Ridiculous Goals May 24, 2021

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)

Accessibility Went Up Apr 15, 2021

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)

Part of the Change Apr 15, 2021

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)

How We Merge Out of This Thing Apr 15, 2021

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)

Supercharged Superpower Apr 15, 2021

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)

Living Legend Mar 11, 2021

In 1968, John Krahnert started with Equitable and began the cascade of impact on countless careers. GE-3486339(3/21)(Exp.3/23)

Tailwinds Mar 11, 2021

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)

Present and Purposeful Mar 11, 2021

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)

You Can’t Push a String Mar 11, 2021

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).

That’s What People Expect Feb 19, 2021

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)

Science of Change Feb 19, 2021

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)

A Different Landscape Feb 19, 2021

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)

Riding a Huge Wave Feb 19, 2021

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)

Pandemic or No Pandemic Jan 08, 2021

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)

A Little Bit Further Jan 08, 2021

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)

Dressing for the Conditions Jan 08, 2021

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)

Glory in the Effort Jan 08, 2021

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)

Balance and Perspective Dec 29, 2020

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)

Unlocked Opportunities Nov 09, 2020

Tom 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)

Adapt, Adjust and Move On Sep 30, 2020

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)

Taking the Long View – DSF Series Aug 27, 2020

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)

Human Connection Jul 22, 2020

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(7/20)(Exp.7/22)

Fundamentals Jun 23, 2020

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)

Two Feet In May 19, 2020

When 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-3074303(05/20)(Exp.06/20)

At Every Opportunity Apr 13, 2020

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- 3037133 (4/20)(Exp. 4/22)

Failing First Feb 10, 2020

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)

Your Magic Formula Jan 28, 2020

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)

Successful by Noon Nov 25, 2019

Is there a recipe for success? If so, Gerald Grant has the ingredients nailed and it starts with systemic activity. GE-2819206 (11/19)(Exp.11/21)

Feels like Magic Oct 28, 2019

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-2755840(10/19)(exp.10/21)

Keep After It Sep 23, 2019

From college intern to the Chairman of AXA Advisors and Head of Wealth Management, Jim dives in with David Karr on his career highs, the lows and the lessons along the way. GE-2730013 (9/19)(Exp. 9/21)

Success is a Choice Aug 28, 2019

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)

You've Got to be an Optimist Aug 01, 2019

What does Nick Lane miss most about Japan? And how does humor matter in our business? Jim dives in with Nick Lane, President of AXA Equitable Life, to cover those topics and more. GE-2647701 (7/19) (Exp. 7/21)

Burn the Boats Jul 01, 2019

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)

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