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Podcast Desjardins
Discovery Series: UnpluggedEpisodes
Podcast Desjardins
Discovery Series: Unplugged
A weekly Business podcast
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Episodes of Discovery Series
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In Episode 54 of the Discovery Series: Unplugged, we are joined by Anna Khan, MBA, EPC, CHS, Senior Advisor for Advanced Planning at Longevity Achieved and Court of the Table with MDRT. Anna shares her remarkable journey from escaping the USSR
In Episode 53 of the Discovery Series: Unplugged, we sit down with Dave Pike, Business Development Executive at IDC Worldsource – Stoney Creek. Dave shares his personal journey of becoming a widower with a young family and the profound impact l
In Episode 52 of the Discovery Series: Unplugged, we sit down with Denise Tulk, Desjardins Insurance Agent and Agency Owner in Stoney Creek, Ontario. Denise shares her journey from an entrepreneurial family and the life lessons learned from her
In this special live edition of the Discovery Series: Unplugged, hosts Reh and David travel to Edmonton, Vancouver, and Toronto, joined by Don Hart, VP of Training Development at IDC Worldsource Insurance Network Inc. They interview Tanis Teche
In this special 50th episode of the Discovery Series: Unplugged, we explore the art of designing life and health insurance products with Nathalie Baron, Vice-President of Actuarial and Insurance Solutions at Desjardins. Nathalie shares her pass
In Episode 49 of the Discovery Series: Unplugged, Angelina Hung, CFP, CLU, CHS, EPC, and Financial Marketing Nerd at Financial Tech Tools, shares her 20+ years of financial services experience and 12+ years in web development and marketing. Lea
In episode 48 of the Discovery Series: Unplugged podcast, join us as we delve into the world of digital storytelling with Jacky Kuk, financial advisor, entrepreneur, and video marketing expert. In this conversation, Jacky shares his journey wit
In episode 47 of the Discovery Series: Unplugged podcast, join us for a lively discussion with Chiara Missalino, Life and Health Insurance Advisor, and Director of Business Development for DFSIN BC. The concept? Debunking the age-old myth that
In Episode 46 of the Discovery Series: Unplugged podcast, explore "The Family Business Playbook" with Jai Sukhu, agent and owner of a Desjardins Insurance Agency in Scarborough and Markham, ON. Host Reh Bhanji delves into Jai's remarkable journ
In this episode of the Discovery Series: Unplugged podcast, join us as we dive into the inspiring journey of Maria Sangalang, acclaimed financial advisor and top influencer in 2024. Maria shares her profound story of resilience, beginning with
Join us as we "break bread" with Deborah Debas, Senior Specialist in Responsible Investment at Desjardins. In this engaging conversation, Deborah shares her journey and passion for responsible investing, drawing parallels between her experience
Join us for a deeply moving episode as Desjardins agency owner and financial advisor Todd O'Donnell shares his personal journey navigating his wife's battle with cancer. From their first critical illness claim to the emotional toll on their fam
Join us for an insightful discussion on the significance of advisor teaming in the financial services industry. In this episode, Reh and guest Jeff Gregory, Certified Financial Planner, delve into the essence of advisor teams, exploring why thi
In this episode of the Discovery Series: Unplugged podcast, we delve into the complexities of divorce settlements and the pivotal role of financial advisors in guiding clients through this challenging terrain. Host Reh Bhanji, co-host David Lee
Embark on a journey into the future of financial advising as CEO Greg Rozdeba, of Dundas Brokers, unravels the intricate dance between tradition and cutting-edge AI technology. From insightful marketing strategies to the power of SEO, discover
Celebrate International Women's Day with a special episode featuring Economist Kari Norman, as she shares her journey reentering the workforce and discusses the Economic Report on Employment, Earnings, and Wealth for Women in the Canadian Econo
Join us in this insightful episode of the Discovery Series: Unplugged podcast, where Reh Bhanji sits down with Snezana Marinkovski, Agency Owner at Desjardins Insurance, to unravel the secrets of success for insurance agents. Dive into the S.M.
Discover the future of finance with Behdad Karimi Dermeni, Co-founder at ReInvest Wealth, as he joins Reh and David on the Discovery Series: Unplugged podcast. In this episode, Behdad unveils the potential of AI in accounting and technology, sh
Join hosts Reh and David in a dynamic conversation with Don Hart, VP of Training and Development at IDC WIN, as they unravel the complexities of the "3 Kinds of Money." In this enlightening episode, Don guides David through 10 powerful question
In this special Valentine's Day episode, hosts Reh Bhanji and David Lee engage in a candid conversation with returning guest Sarah Balram, CFP, CDFA, CFDS, CHS exploring the often-overlooked realm of prenuptial and postnuptial agreements. As th
In Episode 35, hosts Reh Bhanji and David Lee explore the remarkable journey of Zainab Williams, CFP. From surviving war in the Congo to overcoming investment scams, Zainab shares her story of resilience and financial triumph. Discover the valu
Join hosts Reh and David in a deep dive with Shawn Bellefeuille, MDRT Top of the Table advisor, as they unravel the intricacies of retirement planning for financial advisors. Uncover powerful questions, explore the DOS framework (Dangers, Oppor
Unlock the future of financial advisory in Episode 33 of the Discovery Series: Unplugged with Emily Reed, CEO of Hey Advisor. Explore strategies to engage millennials, digitize brand authority, and enhance your practice. Emily introduces Hey Ad
Join Justin Hamilton, CFP, as he navigates the intricate landscape of advisor succession planning with Reh and David. Uncover the alarming industry statistics propelling the urgency of succession plans by 2030. Explore the four pivotal steps to
Join hosts Reh Bhanji and David Lee in a transformative conversation with Jess Fraser, a Certified Life and Transition Coach, author, and host of "Your Inner Vitality" podcast. Explore "Courageous Conversations" as they navigate the emotional l
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