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    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)

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    Copyright: © 2010-2019 AXA

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    Latest Episodes:
    Present and Purposeful Mar 11, 2021
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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)


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