Crushing It.

Elzie Ross’s enthusiasm is palpable, and his story highlights the influence of key friendships and how our business can provide tremendous opportunities for impact. GE-3665438(11/21)(Exp.11/23)

What gets Jim jazzed up? Discussions like this one with Karl Fisher who is pushing himself both personally and professionally to achieve compelling goals. GE-3892299.1(11/21)(Exp.11/23)

Starting in the business 4 months apart, Jim and Scott Prechtel have shared experiences in getting started in the business, the importance of belief and the ability to last. GE-3735911.1(9/21)(Exp.9/23)

Molly Ward connects with Jim on how sometimes unexpected events can change the trajectory of your career –and your life. GE-3734925.1(9/21)(Exp.9/23)

Regional Honor Advisor, Michelle Mast, reflects on her 34-year career and her earliest days in the business. What advice would she give a new agent? Turns out, it’s the same she’s giving her daughter as she comes into the business. GE-3742938.1(9/21)(Exp.9/23)

Last year was a crazy year, but what did 2020 bring for Gerald Grant III? An opportunity to deepen relationships and focus on the fundamentals. GE-3734604(9/21)(Exp.9/23)

Over a 46 year career, Rob Redwine has worked with legends and learned the importance of keeping the big picture in mind and staying focused on balance, discipline and gratitude. GE-3665575(7/21)(Exp.7/23)

From Jeff Hurd’s unique perspective, Covid showcased the remarkable level of care Equitable employees have for each other and opened opportunities to rethink the traditional workspace. GE-3665208(7/21)(Exp.7/23)

Jan Williams shares his story, the importance of belief and his new drive to create more wealth for African Americans. GE-3665053(7/21)(Ep.7/23)

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)

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)

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)

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)

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)

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)

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)

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)

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).

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)

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

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)

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)

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 br...

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)

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)