How Equitable Confronted Its Inertia After 160 Years in Business

Podcast: Cold Call · HBR Presents / Brian Kenny

Opublikowano: 2026-01-06

Equitable, a 163-year-old financial services firm, serves more than five million clients across three main lines of business: retirement planning, wealth management, and asset management. Spun out of French insurance giant AXA in a 2018 IPO, Equitable’s leadership team was excited to be out on its own but quickly realized that to overcome inertia and remain relevant, the company’s ways of working would need to change. In 2019, CEO Mark Pearson launched an effort known internally as New Ways of Working, or NWOW, aimed at helping the firm become faster, more accountable, and more adaptive in a highly comp...