Crushing It.

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)

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)

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)

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)

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)

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)

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)

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-3166645.2(6/22)(Exp.6/24)

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-4673552.1(4/22)(Exp.4/24)

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-4673495.1(4/22)(Exp.4/24)

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-3992536.1(12/21)(Exp.12/23)

Angela Anderson sits down with Jim to discuss her path from an RBG associate to the Chair of the NAF. GE-3898711.1 (11/21)(Exp.11/23)

Is there a recipe for success? If so, Gerald Grant has the ingredients nailed and it starts with systemic activity. GE-3862123.1(10/21)(exp.10/23)

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-3862107.1(10/21)(Exp.10/23)

From college intern to the Chairman of Equitable Advisors, LLC (member SIPC) (Equitable Financial Advisors in MI and TN) and Head of Wealth Management, Jim dives in with David Karr on his career highs, the lows and the lessons along the way. GE-3703737 (08/21)(Exp.08/23)

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)

What does Nick Lane miss most about Japan? And how does humor matter in our business? Jim dives in with Nick Lane, President of Equitable, to cover those topics and more. GE-3615390 (06/21) (Exp. 06/23)

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)