Crushing It.

Jim Mellin

Booking Overview

This is an interview-led business and leadership show featuring leaders from the financial services industry in candid conversations about career success, resilience, team building, and personal wellbeing. Credible candidates include financial-services executives, advisors, business builders, and leadership practitioners with demonstrated results in developing teams or growing organizations; booking difficulty is medium.

Metrics

Episodes: 123

Frequency: Weekly

Rating: 5.0/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

Instagram: 4.2k followers

Contact Information

Publicly listed emails

parker.sherman@equitable.com

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Host

Jim Mellin - President of Wealth Management and Advice at Equitable Advisors.

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Financial-services leaders, advisors, and business builders with demonstrated experience in leadership, team development, organizational growth, or overcoming significant career challenges.

Required Achievements:

Built or expanded a successful business or advisory practice, Developed high-performing teams, Demonstrated measurable productivity or organizational growth, Established a substantial career in financial services

Recent Guest Discussions

Ken Kozlowski - Leadership, Resilience, Intellectual Curiosity, Diversification, Disciplined Investing, And Long-term Success.

Kelly DeMay - Career Development, Leadership Style, Team Building, Growth, Grit, And Opportunity.

Danial Roman - Resilience, Career Setbacks, Self-belief, Personal Accountability, And Focusing On Controllable Factors.

Anthony Montufar - Leadership, Competition, Teamwork, Relationship Building, Continuous Improvement, And Prioritization.

Markus DeJesus - Intentional Leadership, Time Management, Leverage, Productivity, And Team Development.

Recent Topics

Business, Financial Services, Leadership, Career Development, Resilience

Episodes

Here's the recent few episodes on

Crushing It.

Celebrating the milestone, Building the momentum

September 22, 2026

Ken Kozlowski reflects on nearly 40 years in the investment industry, sharing lessons on leadership, resilience, and the poweer of staying intellectually curious. Ken discusses EIM's journey to surpassing $1 billion assets in their advisory models and explains why diversification and disciplined investing remain essential for long-term success. GE-9102636.1(9/26)(Exp.9/30)

Leadership is a verb: Kelly DeMay on growth, grit, and opportunity

September 09, 2026

In the first in-person episode of Crushing It, Kelly DeMay joins Jim Mellin to reflect on her career journey, the experiences that shaped her leadership style, and the lessons she's learned about developing high-performing teams. Together, they discuss leadership, career growth, creating opportunities for others, and why Equitable Advisors was the right fit for her. GE-9075588.1 (8/26)(Exp.8/30)

Built Through Resilience

August 25, 2026

Danial Roman shares his inspiring journey from struggling early in his career to building a successful business. He talks about the challenges he faced, including self-doubt, and nearly quitting, before realizing he needed to focus on what he could control. GE-9083194.1(8/26)(Exp8/30)

Publicly listed emails

parker.sherman@equitable.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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