Discovery Series: Unplugged

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 experiences making bread in Ecuador and crafting successful investment strategies. Discover how responsible investing goes beyond traditional financial analysis, incorporating environmental, social, and governance (ESG) factors to create value for investors while making a positive impact. Gain unique insights into the challenges and opportunities of integrating ESG criteria into investment decisions and learn about Desjardins' innovative approach to sustainable investing. Tune in to explore the intersection of finance and sustainability with Deborah as our guide.

Practice Management | RI Playbook: Your guide to an easy conversation

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 this model is pivotal for future success. Discover the various types of advisor teams, the process of forming them, and the formula for achieving success through collaboration. Whether you're a seasoned advisor or new to the field, this episode offers valuable insights into leveraging the power of teamwork for growth and profitability in the advisory realm. Tune in to learn how to navigate success through the art of advisor collaboration!

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, and certified financial divorce expert Sarah Balram return for part two of the "Money, Marriage, and Matrimony" series to explore the intricacies of identifying planning opportunities amidst divorce proceedings. From untangling shared assets to mapping out future financial stability, join us as we unravel the financial intricacies of divorce settlements and empower advisors with the insights needed to navigate these emotional and complex journeys with their clients.

Listen to part one here: Money, Marriage, and Matrimony - The Prenup Chronicles

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 how advisors can seamlessly digitize client experiences. In this episode, Reh, David and Greg demystify the overwhelming landscape of AI tools, making them accessible to all advisors. Gain a fresh perspective on the intersection of timeless client relationships and the transformative power of technology.

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 Economy. Hosts Reh and David explore the gender pay gap, the impact of career breaks on women's advancement, and opportunities for women in entrepreneurship.

🔗 Employment, Earnings and Wealth: Trends and Outlook for Women in the Canadian Economy - Desjardins

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, sharing insights on how advisors can harness AI capabilities to benefit their clients. From creating efficiencies to automating bookkeeping tasks, Behdad explains how AI is reshaping the financial landscape. The trio also explores ten key questions, addressing the capabilities of AI, its potential applications, and its role in investment decisions. Plus, find out how ReInvest Wealth's AI accounting software can help financial advisors enhance their practice. For a limited time, Behdad offers an exclusive two-month free trial with the promo code 'DiscoverySeries2024.'

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 questions that unlock the client's story of money, addressing goals, needs, and wants. Dive deep into the Circle of Wealth program, a transformative communications tool that transcends life insurance sales, offering a roadmap for financial advisors to help clients become wealth creators. Discover the art of distilling accumulated money, lifestyle money, and transfer dollars, as Don shares invaluable insights and strategies to empower both advisors and clients on the path to financial mastery.

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 they unravel the intricacies of these financial tools, Sarah shares invaluable insights into the planning opportunities surrounding marriage contracts, dispelling myths and emphasizing their role in protecting personal and business assets. Real-life examples, the dos and don'ts, and a lighthearted game of "swipe left or swipe right" make this episode an essential guide for advisors seeking to navigate the delicate yet crucial intersection of love and financial planning.

Watch the Discovery Series webcast episode featuring Sarah and earn CE credits here: Discovery Series - Flip My Life

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 value of jewelry as an asset, her five-step playbook for building clients' financial literacy, and the impact of her web app, FundEvolve.

http://www.fundevolve.com/