Jim Mellin, President of Wealth Management and Advice, Equitable Advisors

Crushing It.

Business EN ↓ 118 episodes

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

Business

Podcast website

equitable.com

Latest episode

Jul 7, 2026

Where to listen?

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Episodes

Black Leadership Network 29.08.2023

Fostering 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.

Secrets to Success 15.08.2023

Make 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)

Not Just a Job 01.08.2023

Bruce 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)

Circle of Excellence 18.07.2023

In 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)

A Force for Good 03.07.2023

How 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)

Black Belt of the S-Curve 20.06.2023

Phil 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)

Life is a Team Sport 23.05.2023

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 14.03.2023

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.  GE-5497742.1(3/23)(Exp.3/25)

Be Kind. Be Agile. 14.02.2023

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.

Equitable Athletes 06.12.2022

This 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). 

Cross Company View 25.10.2022

Jessica 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).

Reach Your Goals… Reach Your Potential 11.10.2022

Phil 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).

Building Strong Relationships 27.09.2022

District 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).

Discipline and Trust 06.09.2022

Hall 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)

Looking Forward 26.07.2022

Chief 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)

Each Piece of the Puzzle 19.07.2022

Focusing 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)

Heart and Soul of the RBG 12.07.2022

Bernadette 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).

Run Leaner, Run Faster 24.06.2022

Beginning 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)

Passion is Fuel 24.06.2022

Andrew 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)

The Essence of the Message 06.06.2022

Paulina Vakouros has touched every product line and has a knack for translating the complex to simple. GE-4721670.1(5/22)(Exp.5/24)

Tenfold in 10 Years 06.06.2022

Activity 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)

Leveraging Unique Abilities 04.05.2022

Julian Fensterheim has been building a dynasty—creating an intersection of meaning, capability and relationships. GE-4721446.1(5/22)(Exp.5/24)

The Journey 04.05.2022

While 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)

Awareness of People 15.04.2022

As 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)

Full Circle Moment 15.04.2022

From 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)

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