Rephonic
Artwork for Crushing It.
Equitable Advisors
Leadership
Mentorship
Education In Financial Services
Equitable
Sawyer Kid Lawyer
Career Development
Raystone
Retirement Planning
Partnership/work-Life Integration
Equitable Holdings, Inc.
Partnership
Capital Group
Coaching
RBG (retirement Benefits Group)
Leadership Development
Resilience
Work-Life Harmony
People
S-Curves

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 current... more

PublishesTwice monthlyEpisodes116Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Crushing It.

Latest Episodes

Anthony Villari reflects on early struggles of his career, why having no backup plan mattered, and how persistence and focus built momentum over time. GE-8957895.1 (6/26)(Exp.6/30)

John Dart Wadsworth shares how nonstop prospecting, authentic connection, and a refusal to slow down fueled one of the longest and most inspiring career in sales. GE-8929735

Greg Boosin shares his perspectives on leading with purpose, unlocking creativity, and growing through every stage of your career. GE-8913246 (5/26) (Exp5/30)

Jennifer Littlefield shares how she hires, evaluates, and builds teams around character, growth, mindset, and leadership. GE-8867995.1 (4/26)(Exp4/30)

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Recent Guests

Greg Boosin
Chief Marketing Officer for Equitable
Equitable
Episode: Redefining Success: Work, Life, and Leadership
Jennifer Littlefield
Financial advisor and leader of a wealth management practice
Episode: Culture by Design
Chris Noonan
Episode leader and first-ever Crushcast host, involved in leading discussions
Crushcast / Crushing It
Episode: Not the Finish Line: A New Chapter
Chris Strivieri
Long-time Equitable Advisors leader, National Chair for the NAF, top advisor
Equitable Advisors
Episode: From Trickle to Triumph
Michelle Direnzo
Superstar advisor
Independent advisor associated with Equitable network
Episode: The Learning Advantage: Why Investing in Yourself Matters
Mike Sufficool
Longtime district manager and producer group leader at Equitable Advisors
Equitable Advisors
Episode: The Power of Persistence
Dror Nir
Leader at Equitable Advisors with a long tenure and leadership responsibilities
Equitable Advisors
Episode: S-Curves, Culture, and the Power of Saying "Yes"
Dennis Long
VP, based in Philadelphia
Crushcast/Equitable
Episode: Grit, Growth, & Leadership
Kurt Meyers
Chief Legal Officer, Corporate Secretary for Equitable
Equitable
Episode: Learning, Growing, and Impacting

Host

Jim Mellin
Host of Crushing It; President of Advice and Wealth Management at Equitable

Reviews

5.0 out of 5 stars from 106 ratings
  • Credibility Specialist

    I took some time today to listen to your show!! Crushing It, is a fantastic podcast with great info, advice, and perspectives. You won't regret listening to and learning from the podcast.

    Apple Podcasts
    5
    Credibility specialist
    United States3 years ago
  • Awesome podcast

    Incredible. Looking forward to more content!

    Apple Podcasts
    5
    cam57890
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests and topics are consistently relevant to building and running advisory teams.
Listeners praise credibility and practical insights.
Show is a reliable source for leadership and growth perspectives.

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Talking Points

Recent interactions between the hosts and their guests.

The Learning Advantage: Why Investing in Yourself Matters
Q: What prompted you to pursue the RICP after obtaining the CFP?
I needed CE and wanted a practical application to earn it; the RICP complemented the CFP and fit well with my retirement-focused client base, reinforcing the value of ongoing education.
The Learning Advantage: Why Investing in Yourself Matters
Q: Which designation would you suggest somebody start with, given the load of options?
The CFP is the best starting point; if it seems daunting, focus on one course at a time, like the tax course, and gradually absorb the material before tackling the final exam.
Not the Finish Line: A New Chapter
Q: What moment stood out to you from receiving the honor and reflecting on your 30 years of leadership?
The moment Bonnie Godseman described—tears in describing the impact one person can have on another—stood out most, illustrating how leadership shapes personal and professional lives beyond the workplace.
Betting on Yourself
Q: What in the end was the deciding factor for leaving the prior career to pursue this path?
The decision came from a mentor's emphasis that the career would push him to become the best version of himself, aligning with his beliefs in ongoing growth and leadership development.
The Power of Persistence
Q: What piece of advice would you give to someone new in the business who wants to endure?
The key is grit and not quitting, because the next day could be the one that changes everything, as demonstrated by a pivotal late-early career moment.

Audience Metrics

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Frequently Asked Questions About Crushing It.

What is Crushing It. about and what kind of topics does it cover?

Conversations with leaders from the financial services space center on leadership, team building, personal growth, and the practical realities of balancing ambition with well-being. Episodes frequently explore culture, mentorship, resilience, and scalable practices for managing large advisory teams, often through stories of career pivots, mission-driven work, and client-first service. Noteworthy elements include a clear emphasis on people, governance, and long-term impact within a wealth-management context, plus practical takes on leadership principles, learning, and work-life balance that listeners can apply in their own careers. The show tends to feature senior practitioners and executives from Equitable and related firms, offering action... more

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Which podcasts are similar to Crushing It.?

These podcasts share a similar audience with Crushing It.:

1. The Daily Stoic
2. WSJ What’s News
3. THE ED MYLETT SHOW
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. David Senra

How many episodes of Crushing It. are there?

Crushing It. launched 7 years ago and published 116 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Crushing It.?

Recent guests on Crushing It. include:

1. Greg Boosin
2. Jennifer Littlefield
3. Chris Noonan
4. Chris Strivieri
5. Michelle Direnzo
6. Mike Sufficool
7. Dror Nir
8. Dennis Long

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