Jim Mellin, President of Wealth Management and Advice, Equitable Advisors
Crushing It.
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...
Author
Jim Mellin, President of Wealth Management and Advice, Equitable Advisors
Category
Podcast website
Latest episode
Jul 7, 2026
Where to listen?
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Episodes
Resilience in Leadership 19.11.2024 12:39
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 h...
Rising to the Challenge 05.11.2024 20:11
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 bluepr...
From Breaking Point to Making Point 08.10.2024 26:52
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 Af...
Navigating Change with Focus 10.09.2024 12:51
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.
Energizing Leadership 03.09.2024 13:35
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...
Coaching Beyond Metrics 13.08.2024 13:21
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...
Life is a Team Sport 30.07.2024 15:44
What truly makes a great leader? How does culture impact success? Jim dives in with Julian Fensterheim, to cover those topics and much more!
Prospering 16.07.2024 13:31
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.
Embracing Adventure 02.07.2024 14:21
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 balanc...
A Fireside Chat with Mike Cocco at the NLF 18.06.2024 16:16
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 f...
Unstoppable 14.05.2024 15:48
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 futur...
Leading with Purpose 30.04.2024 14:38
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 diff...
Unveiling Success 12.03.2024 13:08
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.
Different Set of Eyes 27.02.2024 12:54
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!
Optimizing Longevity 13.02.2024 14:30
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)
A Journey of Helping Others 16.01.2024 15:15
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.
Mindset Matters 02.01.2024 14:39
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.
Genuine Connections 19.12.2023 12:27
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.
Leaving a Legacy 05.12.2023 12:45
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.
Thoughtful & Deliberate 21.11.2023 10:31
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.
Why Equitable Advisors? 08.11.2023 12:41
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.
Supported Independence 24.10.2023 12:55
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.
A Unique Perspective 10.10.2023 12:57
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.
Ambitious Goals 26.09.2023 10:39
Reflecting over the past 9 years, Anthony Greco shares what has made his success possible. Starting with the goals you set each year.
A Bright Future for Women in Finance 12.09.2023 11:38
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.
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