Discovery Series: Unplugged

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, Opportunities, Strengths), and delve into the Asset Optimization funnel. Gain strategic insights to assist your clients in envisioning and achieving a purposeful retirement.

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 Advisor's exclusive content library, offering actionable insights. Plus, listen for a special code to get 50% off your first month. Don't miss this opportunity—tune in now and revolutionize your approach to financial advisory!

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 shape a resilient plan while delving into the essential role of mental health in an advisor's journey. This episode explores beyond the numbers, emphasizing the interconnectedness of succession planning and nurturing mental well-being for enduring success.

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 landscape of sickness and money in client relationships. Jess shares valuable insights on active listening, daily goal-setting, and positive affirmations, offering practical tools for financial advisors. Discover the transformative potential of Jess's guided journal "Courage to Change," and join in a guided mediation to cap off this insightful conversation.

Step into a different side of the Discovery Series with this special episode! Amar Ayoub and Douglas Chiu, usually behind the scenes, turn the tables as hosts, guiding Reh and David through a journey of reflection on the year gone by. From favorite moments and industry insights to hilarious bloopers and unexpected adventures, join us for an intimate look at the Discovery Series' 2023 highlights and the exciting roadmap for 2024. It's not just a podcast; it's a peek into the heartbeat of the Discovery Series family.

Embark on a digital journey with us in this episode of the Discovery Series: Unplugged, featuring Jacqueline Soong, CFP, CLU. Together with Amar Ayoub, our Digital Business Development Advisor, we delve into the intricacies of digitizing your brand authority. Get ready for a dose of laughter as Jacqueline and Reh attempt to decode Gen Z slang, adding a playful twist to an insightful conversation about the power of digital marketing for financial advisors.

Watch the Discovery Series webcast, "Optimize Your Digital Prospecting," featuring Jacqueline Soong: Discovery Series Optimize Your Digital Prospecting (on24.com)

Discover the keys to advisor success as Fazaad Bacchus, MDRT Financial Advisor and Sales Manager at Desjardins Financial Security Independent Network, delves into the nuances of agency culture with host Reh Bhanji. Uncover actionable strategies to initiate positive shifts, build a winning team, and navigate the intricacies of maintaining a flourishing agency culture.

Watch the Discovery Series webcast, "K.A.S.H for Life," here:

Dive into the economic entanglements of the Federal Fall Economic Statement 2023 with Randall Bartlett, CFA, Senior Director of Canadian Economics at Desjardins. Unravel the complexities of interest rates, tax revenues, deficit challenges, and the fiscal contortions employed. Gain insights into the implications for financial advice as we navigate the twists and turns of Canada's economic forecast.

David and Reh sit down with Marc Desormeaux, Principal Economist of Canadian Economics at Desjardins. In this discussion, they dissect Marc's recent Economic studies publication, 'Canada: Home Sales Plunge, Weakness Spreads.' Dive into the implications for financial and insurance advice amidst a shifting housing market and weakening economy. Gain expert insights into the challenges and opportunities in Canada's real estate landscape with this crucial update for advisors and their clients.

Score insights on annuities in this slam-dunk episode featuring Johny Zolis, Desjardins Investments' Regional Vice President. Johny, a basketball enthusiast, draws parallels between annuities and the sport. Are annuities the Michael Jordan of retirement strategies, or are they more like Shaq's free throws? Johny dispels myths, from age related misconceptions to clarifying the value proposition of Desjardins Investments. Financial advisors, get ready to up your game in the world of annuities!