Equitable Advisors
news and insights
Stay informed and up-to-date with Equitable Advisors news and insights, a valuable resource that provides advisors with the latest thought leadership, articles, and industry announcements.
Articles
New and Insights How Equitable Advisors built a powerful engine for organic growth - AdvisorHub
September 20th, 2024
Discover how our unique approach can elevate your practice. Our supported independence model, teaming program, comprehensive practice development opportunities, and innovative technology are designed to meet your needs. Learn more about the Kukainis' achievements and insights from our Chairman David Karr and President of Advice and Wealth Management Jim Mellin.
The Power of Holistic Financial Planning: Uncovering the Client's Story - AdvisorHub
April 12th, 2024
Jody D’Agostino, a Senior Partner at The Falcon Financial Group in alliance with Equitable Advisors, emphasizes the importance of building trust with clients to uncover their financial behaviors and motivations. By understanding their unique circumstances, such as family dynamics, addiction, inheritances, and job losses, financial advisors can better assist clients in managing their money effectively and achieving their desired financial outcomes.
Q&A with Tony Sirianni: Jim Mellin, President of Advice and Wealth Management
April 9, 2024
In a Q&A with AdvisorHub, Jim Mellin, President of Advice and Wealth Management at Equitable Advisors, discusses his 35-year journey with the firm, emphasizing its collaborative culture and commitment to client-focused wealth management. Mellin highlights Equitable Advisors' unique support for both seasoned and junior advisors, fostering growth and continuity in the industry.
Nick Lane tasked with helping Equitable hit its wealth management goals
March 7, 2024
Nick Lane, President of Equitable emphasizes the demand for financial advice. He highlights Equitable Advisors supported independence model and acknowledges the potential risks and uncertainties in the financial industry.
Advisors News and Insights How Equitable Advisors unique model is reshaping the industry
September 21, 2023
With supported independence, advisors are finding just what they need, with flexibility and support in so many ways. Hear from our Chairman, David Karr, and President of Advice and Wealth Management, Jim Mellin, in this AdvisorHub article.
Advisor Talk Podcast: Supported independence success with David Karr
July 24, 2023
Elite Consulting Partners CEO Frank LaRosa is joined by David Karr, Chairman of Equitable Advisors, for a dynamic conversation that pertains to every financial professional in the industry considering a supported independence model.
Advisors News and Insights The Tony Sirianni Podcast
June 1, 2023
AdvisorHub’s CEO, Tony Sirianni talks with David Karr. The two discuss how advisors engaged more deeply with their clients during the financial crisis, how technology has become a priority for advisors, and having an advisor first mentality.
Thought leadership
White paper: What advisors want from a firm today
According to research by Equitable Advisors, 78% of advisors want to operate independently to build their practices. Support is ranked as one of the most important attributes when making a move. Flexibility, technology, growth opportunities, and support are key factors for advisors when looking for a firm or making a change.
White paper: Critical role of tech in a financial practice
Financial advisors commonly face frustration due to the lack of integration between tech platforms, leading to productivity challenges and hindering client relationships. Outdated technology has caused 65% of advisors to lose business. Efficient and integrated technology can drive efficiency, deepen client relationships.
White paper: Growing your wealth management practice
Advisors prioritize the potential for growth, with 80% wanting to build equity in their practice as an asset for future monetization. Serving clients well is crucial for growth, requiring advisors to be empowered to strengthen client relationships and deliver comprehensive, unbiased advice.
White paper: What's the true cost of being independent?
Advisors face the challenge of balancing independence with expenses. Being fully independent offers flexibility, control, and equity. Understanding true net financials is crucial for managing costs and maximizing income.
News and announcements
Advisors serving more than $500m in client assets join Equitable Advisors
September 19. 2024
Equitable Advisors welcomes four new experienced advisors, who collectively manage over $500 million in client assets. These advisors, Mark and Jeff Spencer, Jerome Hartl, and Kirt Kilbourne, are joining us for our supported independence model, and advanced technology capabilities. Learn more about their decision to join Equitable Advisors.
Equitable Advisors Hires Lincoln Advisors with $177 Million - AdvisorHub
May 24, 2024
We welcome Gary Stemple and Kendyl Roundtree, who bring $177 million in client assets from Lincoln Financial Advisors. Based in Southern California, they join Equitable Advisors for its holistic planning model. With nearly 40 years of experience, Stemple provides comprehensive financial and retirement planning services.
Equitable Advisors welcomes mother-son team with $175 million AUM
October 25, 2023
Financial advisors Tamara Kukainis and Daniel Kukainis have joined Equitable Advisors, moving their team, Schwartz Financial Associates, from Cetera Advisor Networks. They will operate from their Marlton, New Jersey office as part of the Firstrust Financial Resources team within Equitable Advisors' greater-Philadelphia branch.
Equitable Advisors hires four advisors with combined $360M AUM
August 17, 2023
Equitable Advisors recruited four financial advisors with over $360 million in combined AUM. Its wealth management segment has $80.4 billion in assets under administration and approximately 4,100 financial professionals nationwide.
Podcasts
Crushing it
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.
November 5th, 2024: Rising to the Challenge
Listen in to learn how Jim uncovers Steven Fortino's journey of seizing opportunities and creating a lasting impact.
October 8th, 2024: From Breaking Point to Making Point
Jim learns form Cedric King how to have the mindset required to overcome the darkest days and emerge stronger than ever.
September 10th, 2024 Drive and Dedication
Jim delves into Anthony Silva's vision for the future and his strategies to make significant impact in his new role.
September 4, 2024 Energizing Leadership
Jim dives deep into how Allei Holway's managed to energize and inspire her team, helping them achieve goals they once thought were out of reach.
August 13, 2024 Coaching Beyond Metrics
Jim explores Nick Aguglia's coaching strategies and the importance of celebrating milestones.
July 30, 2024 Life is a Team Sport
Discover how Julian fosters a winning team culture, navigates challenges, and celebrates every step of his journey.
July 16, 2024 Crushing It: Prospering
Jim engages in an electrifying chat with Michael Ducore. who unveils his thrilling path and daring choices leading to career prosperity.
July 2, 2024 Crushing It: Embracing Adventure
Rob Redwine's extraordinary journey from 1977 to becoming a national honor associate reveals industry shifts, personal battles, and profound life priorities.
June 18, 2024 Crushing It: A Fireside Chat with Mike Cocco at the NLF
We're joined by Mike Cocco from the National Leadership Forum, who shares his journey in becoming a financial advisor, the powerful mentorship of his father, and the balance between career and family.
May 14, 2024 Crushing It: Unstoppable
Embark on an exhilarating journey with Robin Davey, a financial advisor whose 21-year career is a testament to resilience and passion.
April 30, 2024 Crushing It: Leading with Purpose
From celebrating recent achievements to reflecting on the impact of leadership and family in the financial industry, Greg shares insights into his journey and vision for the future.
March 12, 2024 Crushing It: Unveiling Success
Josh Smith, EVP of the Central Florida branch joins Crushing It to share the impact he's been able to make after joining Equitable Advisors just one year ago.
February 27, 2024 Crushing It: Different Set of Eyes
Ever heard the saying "A different set of eyes sees different opportunities"? Valorie Gast has come to live by this saying. She had found great success by taking on new book business and viewing it with a new mindset!
February 13, 2024 Crushing It: Optimizing Longevity
Karl Fisher comes onto Crushing It for the second time, to talk all things human performance longevity. Karl has a personal passion for health and endurance outside of work, listen to learn more!
January 6, 2024 Crushing It: A Journey of Helping Others
Throughout Char Granstra's professional career, she has been known for always being there to help & lift others. Char discusses her career over the past 30 years and how she has been able create such strong relationships throughout that time.
Jan 2, 2024 Crushing It: Mindset Matters
As 2024 begins prioritizing refreshing your mindset. Evan Press, a Regional Honor Associate, joins Crushing It to reveal his strategies for sustained progress year after year.
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Important
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 advisers, respectively. "Advisor" in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI & TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V.