Discovery Series: Unplugged
By Podcast Desjardins
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Category: Business
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Episodes: 89
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 89: Aggravation vs. Devastation - Neva Perrotte on the Policy That Should Have Stayed
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May 20, 2025 |
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Episode 88: Bridging the Risk - Rudy Pineda on Legacy, Loss, and the Power of Planning
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May 06, 2025 |
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Episode 87: Building Leaders: Ted Girard on Growth, Strategy, and a Coach’s Mindset
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Apr 29, 2025 |
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Episode 86: Arrow Forward - Paula Andreychuk on Grief, Growth, and Giving Back
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Apr 15, 2025 |
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Episode 85: Power Plays & Pension Strategies - Elevating Business Owner Planning
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Apr 08, 2025 |
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Episode 84: Tariffs & Tensions - What Advisors Need to Know
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Apr 03, 2025 |
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Episode 83: Hooked on Strategy - Nicolas Richard on Investing, Insurance, and What Clients Really Value
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Apr 01, 2025 |
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Episode 82: Tying Success - Jeffrey Yang on Leadership, Insurance, and the Power of a Bow Tie
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Mar 25, 2025 |
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Episode 81: Fueled by Purpose - Simmi Paul on Turning Loss into Leadership
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Mar 18, 2025 |
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Episode 80: The Cyborg Advisor - Blending Human Expertise with AI Innovation
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Mar 05, 2025 |
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Episode 79: Resilience, Risk, and Real Conversations - Leane Besky on Life & Insurance
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Feb 25, 2025 |
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Episode 78: The Power of Story - How Phillip South is Changing the Conversation on Life Insurance
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Feb 18, 2025 |
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Episode 77: Achieving Financial Balance - Ara Movsessian on Wealth, Purpose, and Perseverance
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Feb 04, 2025 |
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Episode 76: Finding Leadership Through Adversity - Connor Langill’s Journey
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Jan 28, 2025 |
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Episode 75: Rooted in Legacy - Karla Morris on Wealth and Succession in Farming Communities
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Jan 21, 2025 |
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Episode 74: Limitless Resilience - Nitin Bansal’s Journey Beyond Numbers
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Jan 14, 2025 |
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Episode 73: Life, Love & Legacy - Anastasio Miras on Building a Succession Plan
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Dec 10, 2024 |
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Episode 72: We Speak the Same Language - Empowering Small Businesses with Desjardins & OCC
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Dec 03, 2024 |
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Episode 71: From Healthcare to Financial Care - Ashley Champagne on Preparing Clients for Life's Big Changes
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Nov 26, 2024 |
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Episode 70: The Wealth Algorithm - Eric Chevrette on Resilience, Innovation, and Financial Success for Consultants
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Nov 19, 2024 |
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Episode 69: Finding the Spark - Empowering Small Businesses with Desjardins GoodSpark Grants
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Nov 05, 2024 |
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Episode 68: Back to the Future - Timeless Sales Strategies for Modern Advisors
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Oct 29, 2024 |
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Episode 67: Maximizing Advisor Value - Live from the IDC VP Conference
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Oct 22, 2024 |
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Episode 66: Defining Your Distinctive Advisor Brand with Natalie Hales
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Oct 01, 2024 |
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Episode 65: The Warrior Within - Marco Levesque’s Battle and Recovery
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Sep 24, 2024 |
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Episode 64: Frank’s Playbook - Partnering with Accountants for Success
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Sep 17, 2024 |
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Episode 63: Finding Strength - Navigating Life and Advocacy with Dina El-Zeinab
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Sep 03, 2024 |
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Episode 62: From PDFs to Personalized Presentations - The Future of Client Engagement
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Aug 27, 2024 |
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Episode 61: Power in Public Speaking - Unleashing Your Superpower with Shannon Hooper
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Aug 20, 2024 |
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Episode 60: Giving TLC with LTC – Leading Family Conversations on Long Term Care
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Aug 06, 2024 |
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Episode 59: Understanding Client Motivations - Kolbe vs. PRINT with Tammy Buss
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Jul 30, 2024 |
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Episode 58: Dartboard to Dollars - Financial Planning for Gen Z
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Jul 23, 2024 |
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Episode 57: Transforming Tough Talks - Rupa Dewan's Approach to Life & Health Insurance
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Jul 16, 2024 |
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Episode 56: Fintech for Financial Advisors - Insights with Dr. Amos Nadler
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Jul 09, 2024 |
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Episode 55: Unleashing Your Potential - The Winning Formula of a C.O.A.C.H
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Jul 03, 2024 |
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Episode 54: Getting Real with Real Estate Professionals - Insurance Strategies Uncovered
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Jun 25, 2024 |
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Episode 53: I Am Life Insurance - A Conversation with Dave Pike
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Jun 18, 2024 |
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Episode 52: Elevating Your Brand with Purpose-Driven Marketing
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Jun 11, 2024 |
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Episode 51: Stories That Sell - LIVE from Edmonton, Vancouver, and Toronto
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Jun 04, 2024 |
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Episode 50: The Secret Recipe for Life & Health Insurance with Nathalie Baron
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May 28, 2024 |
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Episode 49: The Four Pillars of Financial Marketing for Advisors
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May 21, 2024 |
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Episode 48: The Video Advantage - Empowering Advisors to Digitize Their Brand
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May 14, 2024 |
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Episode 47: Overcoming Objections - Debunking Life and Health Insurance Myths
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May 07, 2024 |
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Episode 46: The Family Business Playbook - Winning Strategies for The Mom and Pop Shop
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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
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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
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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
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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
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Jun 15, 2023 |
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Episode 6: Economic Deep Dive - Rising Rates, Real Estate, and More
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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 |