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)

Crushing It.

'We Won' is Better Than 'I Scored'

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)

Where the Growth Happens

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)

Getting Things Done

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)

Ridiculous Goals

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)

Accessibility Went Up

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)

Part of the Change

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)

How We Merge Out of This Thing

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)

Supercharged Superpower

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).

You Can’t Push a String

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)

That’s What People Expect

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)

Science of Change

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)

A Different Landscape

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.

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Crushing It.

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