Discovery Series: Unplugged
By Podcast Desjardins
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Category: Business
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Episodes: 46
Description
Welcome to the Discovery Series: Unplugged podcast! Join Reh Bhanji and David Lee from Desjardins Insurance as they dive deep into the stories of real people, real advisors, and real-life experiences. From navigating the highs and lows of the financial industry, to finding success and fulfilment in unexpected places, this podcast is for advisors who want to be inspired, informed, and engaged. So, whether you’re a seasoned professional or just starting out, tune in and join the community!
| Episode | Date |
|---|---|
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Episode 46: The Family Business Playbook - Winning Strategies for The Mom and Pop Shop
|
Apr 30, 2024 |
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Episode 45: Uncovering Purpose - Connecting Why with Business Success
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Apr 23, 2024 |
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Episode 44: Breaking Bread - Exploring Responsible Investing
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Apr 09, 2024 |
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Episode 43: Teaming for Triumph - Strategies for Advisor Partnerships
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Mar 26, 2024 |
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Episode 42: Love, Loss, and Legalities - Navigating Divorce Settlements
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Mar 19, 2024 |
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Episode 41: The Digitally Driven Advisor - Navigating Tomorrow's Landscape
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Mar 12, 2024 |
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Episode 40: Empowering Women in the Canadian Workforce - Insights from Economist Kari Norman
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Mar 08, 2024 |
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Episode 39: The S.M.A.R.T Formula for Insurance Agents
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Mar 05, 2024 |
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Episode 38: Goodbye Excel, Hello AI - The Rise of AI Driven Financial Solutions
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Feb 27, 2024 |
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Episode 37: Inside the Circle of Wealth and the 10 Power Questions with Don Hart
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Feb 20, 2024 |
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Episode 36: Money, Marriage, and Matrimony - The Prenup Chronicles
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Feb 13, 2024 |
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Episode 35: Scams, Struggles, and Success with Zainab Williams
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Feb 06, 2024 |
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Episode 34: The Pursuit of Retirement - Shawn Bellefeuille's Insights
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Jan 30, 2024 |
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Episode 33: From Content to Collaboration - Strategies for Millennial Connection
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Jan 23, 2024 |
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Episode 32: Crafting Your Legacy - Succession Planning for Advisors
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Jan 16, 2024 |
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Episode 31: Courageous Client Conversations - Navigating Emotions in Financial Advising
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Jan 09, 2024 |
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Episode 30: Reflections and Revelations - Unplugged with the Discovery Series Team
|
Jan 02, 2024 |
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Episode 29: Beyond Likes: Crafting Your Digital Persona with Jacqueline Soong
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Dec 19, 2023 |
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Episode 28: Culture Catalyst - Nurturing Success in Financial Advisory Agencies
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Dec 12, 2023 |
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Episode 27: Economic Entanglements - Inside the Federal Fall Economic Statement 2023 with Randall Bartlett
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Dec 05, 2023 |
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Episode 26: Housing Headlines - Navigating Canada's Real Estate Landscape with Marc Desormeaux
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Nov 27, 2023 |
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Episode 25: Annuities on the Court - Debunking Myths with JZ
|
Nov 21, 2023 |
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Episode 24: The 5 Pillars of Financial Literacy with Shalicia Harris
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Nov 07, 2023 |
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Episode 23: Wisdom in Wealth - Navigating Senior Finances
|
Oct 24, 2023 |
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Episode 22: Beyond Average - The Multidisciplinary Team Approach
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Oct 10, 2023 |
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Episode 21: Success in Succession - Tammy Buss's Family Enterprise Blueprint
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Oct 03, 2023 |
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Episode 20: Fall 2023 Economic Update - The Slow Road to Recovery
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Sep 19, 2023 |
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Episode 19: Mastering Your Advisor Niche with Brent Swatuk
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Sep 12, 2023 |
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Episode 18: Leading with Purpose - Advisor Success with Jay McMahon
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Sep 05, 2023 |
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Episode 17: From Classroom to Client - A Journey of Teaching and Inspiring
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Aug 29, 2023 |
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Episode 16: The Keys to Success - Financial Planning Strategies with Dawn Ewing
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Aug 22, 2023 |
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Episode 15: Economic Outlook with Marc Desormeaux - Debt, Inflation, Interest Rates, and Predictions
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Aug 15, 2023 |
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Episode 14: Navigating New Horizons - Serving Immigrant Markets in Canada
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Aug 09, 2023 |
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Episode 13: Building Brand Value - The Advisor's Guide
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Aug 01, 2023 |
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Episode 12: Critical Connections - Protecting Hearts and Dreams
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Jul 25, 2023 |
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Episode 11: Believe, Achieve, Succeed - The Godfather of Insurance Speaks
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Jul 19, 2023 |
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Episode 10: Unlocking the Gen Z Insurance Conversation with Alyssa Anderson
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Jul 12, 2023 |
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Episode 9: From Hospitality to Insurability - Mike Vieira’s Story
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Jul 05, 2023 |
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Episode 8: The Power of Long-Term Healthcare Planning
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Jun 26, 2023 |
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Episode 7: The Economic Youth Report
|
Jun 15, 2023 |
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Episode 6: Economic Deep Dive - Rising Rates, Real Estate, and More
|
Jun 13, 2023 |
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Episode 5: Uncovering the Blue-Collar Market - John Saikaley’s Journey
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Jun 06, 2023 |
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Episode 4: From Actuarial Science to Real-Life Risk - Insights from a Seasoned Sales Leader
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May 29, 2023 |
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Episode 3: The Millennial Perspective - Insights for Financial Advisors
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May 16, 2023 |
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Episode 2: Winning and Losing - The Journey of a Financial Advisor and Volunteer Firefighter
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May 08, 2023 |
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Episode 1: Navigating Divorce - The Financial Advisor’s Ultimate Guide with Sarah Balram
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Apr 21, 2023 |