Crushing It.

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. 

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. 

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.

Reflecting over the past 9 years, Anthony Greco shares what has made his success possible. Starting with the goals you set each year. 

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.

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.

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)

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)

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)

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)