Discovery Series: Unplugged

Discovery Series: Unplugged

By Podcast DesjardinsBusiness
Download on the App Store

Discovery Series: Unplugged episodes

  • Episode 14: Navigating New Horizons - Serving Immigrant Markets in Canada

    Join us in Episode 14 of the Discovery Series: Unplugged as we dive into a crucial topic with Sonia Khadwal, an accomplished financial advisor with over 17 years of experience. Sonia shares insights and strategies on understanding and assisting new arrivals in Canada's immigrant markets. Drawing from her own journey from India to Canada, she sheds light on the challenges immigrants face today and offers practical solutions. Tune in to discover how Sonia's personal experiences have shaped her approach to helping clients and connecting with them on financial matters, including the significance of life insurance and critical illness insurance within the immigrant community.

    42 min
  • Episode 13: Building Brand Value - The Advisor's Guide

    In episode 13 of the Discovery Series: Unplugged podcast, we're thrilled to have Bjorn Bruschke, VP of Marketing Planning and Implementation at Desjardins Group, as our guest. Join Reh and David as they delve into the world of brand building for financial advisors. Bjorn, a seasoned marketing guru, shares his wealth of experience, providing valuable strategies to help advisors create a strong brand presence and deliver exceptional value to their clients.

    51 min
  • Episode 12: Critical Connections - Protecting Hearts and Dreams

    Join us for an inspiring episode as we dive into the power of "Critical Connections" with Dina Constantinou, an insurance professional with over two decades of experience. Through heartfelt stories of navigating health-related adversity with her loved ones, Dina shares strategies on creating meaningful connections with clients. Discover how she empowers people to protect what matters most, from families facing critical illness to friends overcoming life's unexpected challenges. Tune in and learn how to build lasting relationships that make a difference in people's lives.

    34 min
  • Episode 11: Believe, Achieve, Succeed - The Godfather of Insurance Speaks

    In this episode of the Discovery Series: Unplugged, we sit down with Vince Vivona, "The Godfather of Insurance," as he shares invaluable insights on believing in yourself and stepping out of your comfort zone in the life and health insurance sales industry. Vince delves into effective communication and prospecting strategies, offering practical advice on landing those big-ticket clients. Join us as we learn from his remarkable journey and discover how to achieve work-life balance while making a positive impact in clients' lives.

    Watch the Discovery Series "The ABCs of Prospecting" featuring Vince here: https://bit.ly/3MZH1lv

    43 min
  • Episode 10: Unlocking the Gen Z Insurance Conversation with Alyssa Anderson

    Join award-winning advisor Alyssa Anderson as she shares her insights on engaging Gen Z in meaningful conversations about life and health insurance. Discover online communication strategies, debunk myths in a game of "fact or fiction," and learn how MDRT Academy can help take your practice to the next level. Don't miss out on this valuable episode for advisors to connect with the Gen Z market!

    Watch the Discovery Series with Desjardins "Ignite 5 PAY Par" and earn CE credits here: Discovery Series: Ignite 5 Pay Par (CE On-Demand) (on24.com)

    To learn more about the Desjardins' GoodSpark Grant, click here: Desjardins GoodSpark Grants | Desjardins

    58 min
  • Episode 9: From Hospitality to Insurability - Mike Vieira’s Story

    Join us in episode 9 of the Discovery Series: Unplugged podcast as we sit down with advisor Mike Viera, an "OG" of the Discovery Series. In this episode, Mike takes us on a captivating journey of how his background in hospitality has shaped his path as an insurance advisor. Get ready for a wild ride as he shares incredible stories from his past experiences in the hotel industry and reveals how those experiences contributed to his success in the insurance world. 

    Watch the Discovery Series with Desjardins episode "Flip My Life' and earn CE credits here: https://bit.ly/3UsDxMY


    55 min
  • Episode 8: The Power of Long-Term Healthcare Planning

    Join us as we delve into the world of healthcare planning with special guest Erin Meisner, advisor and associate director at Desjardins Financial Security Independent Network. Discover the importance of incorporating long-term healthcare into your clients' financial plan and learn why having a plan is crucial in ensuring their well-being and financial security. 

    Watch the Discovery Series vodcast "Hope, Heart, & Health" and earn CE credits here: https://bit.ly/3NKV94O

    52 min
  • Episode 7: The Economic Youth Report

    Join us as we delve into the fascinating world of youth economics with our special guest, Jimmy Jean, Chief Economist and Strategist at Desjardins. In this thought-provoking episode, Jimmy, Reh, and David explore the economic impact on today's youth, discussing the challenges in the face of a looming recession and strained affordability. Gain valuable insights into how young adults are redefining key life events and finding their path in an ever-evolving economic landscape.

    Youth Reports:

    • Canadian Youth Affordability life Decisions
    • Canadian Youth Education & Employment
    • Canadian Youth Generational Change
    • Watch "Reverse Engineering the Family Estate" Discovery Series Vodcast and earn CE credits here: https://bit.ly/3qGJU4l

      58 min
    • Episode 6: Economic Deep Dive - Rising Rates, Real Estate, and More

      Tune in to episode 6 as Reh and David engage in a dynamic discussion with Randall Barlett, Senior Director of Canadian Economics at Desjardins. Explore the unprecedented economic circumstances, rising interest rates, inflationary pressures, and their impact on real estate. Gain a deeper understanding of the next six months and discover how to navigate the uncertainties, cautionary measures, potential downsides, and hidden opportunities that lie ahead. 

      • Subscribe to Desjardins Economic Studies publications: Economic Studies - Desjardins
        • Watch "2023 Economic Outlook" featuring David and Randall and earn CE Credits: https://bit.ly/3BBHRRA 
        • Erratum: reference to the benefits for a national "healthcare policy" was said in error. The statement was in reference was to "childcare policy."

          54 min
        • Episode 5: Uncovering the Blue-Collar Market - John Saikaley’s Journey

          John Saikaley, a seasoned Financial Advisor, shares his insights on connecting with the blue-collar market. Join us as we gain valuable insights into understanding the unique needs and challenges of the blue-collar market and explore effective strategies for providing tailored insurance solutions. 

          Watch the Discovery Series "Leaving a Lasting Legacy with PAR" featuring John: https://bit.ly/3MVB3mX


          53 min

        About Discovery Series: Unplugged

        From the publisher's feed

        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.…