Discovery Series: Unplugged

In this powerful and deeply personal episode, Rudy Pineda—Chartered Life Underwriter, Certified Health Specialist, and Director of Advanced Sales at PPI—shares his journey from Guatemala to Canada, and the life-changing events that shaped his purpose in the insurance industry. Rudy opens up about navigating a contested inheritance, the emotional toll of caregiving, and the financial realities of funding life-saving cancer treatment. Together with host Reh Bhanji, Rudy explores how insurance can bridge the gap between life's unpredictable turns and long-term financial well-being—and why holistic risk planning is more essential than ever.

Great leadership isn't born—it's coached.In this episode of Discovery Series: Unplugged, Ted Girard, Senior Director of DFSIN Ontario Central, shares lessons learned from years of coaching—both on the field and in the financial services industry. Drawing inspiration from his early baseball coaching days, Ted discusses how strategy, execution, and mindset shape high-performing advisor teams.Whether you're building your book of business or leading others, Ted's insights into growth, leadership, and change management offer a practical blueprint for success.Tune in for:How coaching principles apply to advisor developmentGrowth strategies that drive lasting successLeading change through execution and teamworkBuilding resilient, high-impact teams

How do we accelerate action when life throws us loss, grief, and the unexpected? In this special live episode of the Discovery Series: Unplugged, financial security advisor and volunteer firefighter Paula Andreychuk shares her powerful personal story—one that begins in professional sports, turns through tragic loss, and lands in a place of purpose.Recorded at the Advocis Toronto International Women's Day event, this conversation covers:A life insurance claim that didn't pay—and whyHow grief shaped Paula's mission to protect othersTurning trauma into advocacy through peer counselling and firefightingLessons for advisors navigating conversations around life, loss, and legacyWith honesty, resilience, and a dash of grit, Paula reminds us what it means to serve with empathy—and to move through life with intention.Her symbol? An arrow. Because no matter how far she's pulled back, she always fires forward.

How can advisors power up their business owner conversations and unlock new insurance and pension opportunities? In this high-energy episode, Leo Deblois, Pension Analyst and Business Development Advisor at SFL Wealth Management, joins us to break down how Executive Pension Plans (EPPs) can simplify retirement planning, create major tax efficiencies, and open the door to powerful cross-selling opportunities in the corporate market.Drawing from his background as a competitive hockey goalie, Leo shares how advisors can make “high percentage plays” with EPPs, demystify pension planning, and drive success for both their business owner clients and their own practices.Whether you're looking to sharpen your game or find new pathways into corporate insurance cases, this conversation is packed with practical insights you won't want to miss! 

With headlines swirling about rising global tariffs and economic uncertainty, what does it really mean for Canadian businesses—and the advisors who support them?In this episode of the Discovery Series: Unplugged, Randall Bartlett, Senior Director of Canadian Economics at Desjardins, breaks down the latest developments in international trade and what they signal for the Canadian economy.We unpack:The impact of U.S.-Canada trade tensionsHow tariffs ripple through small businesses and householdsWhat advisors can do to help clients prepare for volatilityWhether you're guiding business owners or planning with incorporated professionals, this episode brings clarity to a complex economic landscape.A Recession is Likely as Trade War Impacts LoomTit for Tat: What Do Retaliatory Tariffs Mean for Canadian Imports, Growth and Inflation?

What do fly fishing and insurance have in common? For Nicolas Richard, President & CEO of Desjardins Global Asset Management, both are about patience, precision, and seeing the full picture. In this episode, he explains why the investment engine behind insurance products—like Participating Whole Life—is just one part of a much bigger conversation. From demystifying the role of dividends to helping advisors bridge the gap between performance and protection, Nicolas shares insights every financial services professional should hear.

What does nuclear engineering, politics, and fashion have todo with the world of insurance? In this episode, Jeffrey Yang—Business Development Director at Advice Canada and host of Penny For Your Thoughts—joins us to share his unconventional journey from failed advisor to industry leader. Jeffrey opens up about early struggles in the business, themistakes that nearly derailed his career, and the powerful mindset shift that brought him back on track. From tying bow ties to tying in life lessons, he breaks down what it means to lead with purpose, build authentic connections, and turn storytelling into your strongest sales tool. This episode is a reminder that success isn't linear—andsometimes, it all starts with finding the courage to stand out.

At just 13 years old, Simmi Paul lost her father to a sudden heart attack—an experience that changed everything. With no life insurance, her family faced not only emotional loss, but financial hardship. That moment became the foundation of her purpose.Now a successful Desjardins Agency Owner in Brampton, Ontario, Simmi shares her powerful journey from family caregiver to legacy builder. In this heartfelt episode, she opens up about how her early life experiences shaped her values, her leadership style, and her unwavering belief in the power of life insurance.In this episode, Simmi shares:✔ What it means to lead with empathy, especially in cultural communities✔ The emotional impact of being uninsured—and how it fuels her mission✔ Her approach to Participating Life Insurance as an investment conversation✔ Lessons from real-life claims, including critical illness and return of premium✔ How she built a new team from scratch and made 2024 her best year yetSimmi's story is a masterclass in resilience, authenticity, and advisor leadership—a must-listen for anyone who believes that personal experiences can shape powerful careers.

The future of financial advice isn't just digital—it's cyborg. In this episode of Discovery Series: Unplugged, we welcome back the always insightful Angelina Hung, BA, CFP, CLU, CHS, EPC—Financial Marketing Nerd at Financial Tech Tools—to explore how advisors can merge human expertise with AI-powered efficiencies.From optimizing your digital brand to leveraging AI for sales scripts, client engagement, and compliance, Angelina breaks down the AC/DC model—Attract, Convert, Deliver, Collect—and how advisors can apply it to modernize their practice. Plus, we dive into the evolving role of AI in advisory services, the importance of personal branding, and whether Iron Man's Jarvis is closer to reality than we think. This episode is packed with practical strategies, humor, and a deep dive into the balance between tech and human connection. Will the advisors of 2040 be cyborgs? Tune in to find out!

At 27, Leane Besky was on the path to corporate success when one phone call changed everything—she was diagnosed with cervical cancer. Suddenly, the future she had planned was uncertain. Years later, tragedy struck again when her husband was diagnosed with leukemia, forcing her family to navigate not just the emotional toll, but also the financial reality of critical treatments.Now, as an Insurance Agent & Owner of Leane Besky Insurance Agency Inc. – Desjardins Insurance, Leane is on a mission to help clients prepare for the unexpected. Drawing from her personal experience, she highlights the real cost of medical treatments, the importance of critical illness insurance, and the power of financial independence when facing health challenges.In this episode, Leane shares:✔ How her personal health journey reshaped her approach to financial planning✔ The hidden costs of medical treatment and how insurance can provide peace of mind✔ Why including a Critical Illness solution in every client conversation matters✔ The impact of storytelling—overcoming the fear of sharing your personal experiences to help othersLeane's story is a powerful reminder that financial security and health independence go hand in hand.

For Phillip South, a single moment changed everything. On his way to a blind date, he hit play on an episode of Discovery Series Unplugged—a decision that reshaped his career and mission as a financial professional.Now a Life and Health Insurance Advisor at Desjardins Financial Security Independent Network – Toronto West Centre, Phillip shares his powerful journey from health and nutrition to financial services. He opens up about the emotional and financial challenges of supporting his sister through five different cancer diagnoses and how that experience fuels his passion for educating his community on financial security.Phillip also tackles a unique challenge—breaking the stigma and superstition around life insurance in his community. Through personal storytelling and relationship-building, he found a way to break down barriers and build trust.

In this episode of Discovery Series: Unplugged, we sit down with Ara Movsessian, Principal at Aria Wealth Solutions and a second-degree black belt in Taekwondo, for a powerful conversation on balancing ambition, purpose, and financial security. With over 25 years of experience in insurance, private banking, and commercial lending, Ara shares how his martial arts discipline has shaped his approach to wealth management, helping clients achieve their dreams without compromising their future. From navigating complex wealth planning cases to fostering the right mindset for business success, Ara's story is one of perseverance, integrity, and continuous growth. Learn how the principles of martial arts can inspire resilience in financial advising and discover why Ara believes there's no need to choose between building your dreams and securing your future.

In Episode 77 of Discovery Series: Unplugged, recorded live at the Desjardins Agents Planning Meeting in Blue Mountain, we sit down with Connor Langill, Insurance Account Representative at Traci Langill Desjardins Independent Insurance Agency. Connor shares his inspiring journey from the ice rink to the insurance world, reflecting on the challenges he faced after being diagnosed with Type 1 diabetes as a teen. Drawing from lessons learned on and off the ice, including time spent alongside NHL superstar Connor McDavid, Connor discusses how adversity shaped his leadership style and personal growth. He dives into the COACH framework—Competence, On Demand, Attitude, Culture, and Help—and reveals how he uses these principles to foster teamwork and success at his agency. Whether you're looking to identify leadership potential within your team or gain insights into building resilience in the face of challenges, this episode is packed with actionable advice and relatable stories.

In Episode 76 of the Discovery Series: Unplugged, we sit down with Karla Morris, an Insurance Advisor at Aviso Insurance Inc. & Wealth Advisor at Aviso Wealth from Nipawin, Saskatchewan. Married into a farming family, Karla's story is one of resilience, growth, and community. Karla opens up about the unique challenges and opportunities of working with farming families—from the impact of life insurance in preserving a family legacy to the essential conversations around financial and succession planning. She highlights the critical need for advisors to "speak the farmer's language," offering relatable strategies to bridge the gap between urban and rural financial needs. This episode isn't just about farming—it's about building a sustainable future for the next generation. Whether you're an advisor or just curious about life on the prairies, tune in for an heartfelt and educational conversation filled with actionable insights. Mutual funds and other securities are offered by Avisio Wealth, a division of Aviso Financial Inc. Aviso Insurance Inc. offers financial planning, insurance & investments to members of credit unions and their communities.

Welcome to the 75th episode of the Discovery Series: Unplugged, kicking off 2025 with a deeply moving and inspiring story. Join host Reh Bhanji as he sits down with Nitin Bansal, Director of Actuarial Support at IDC Worldsource Insurance Network Inc., to explore a powerful intersection of life, health, and resilience. From a life-altering health scare to redefining his approach to both personal and professional life, Nitin shares his journey through challenges, transformation, and lessons learned. Dive into the art of balancing the emotional realities of mortality with the precision of actuarial science, as Nitin reflects on the importance of insurability, family, and living a limitless mindset. This episode goes beyond the numbers, offering insights that empower advisors to create meaningful, impactful solutions for their clients. Don't miss this inspiring conversation about resilience, passion, and the human side of insurance.

Recorded live from the DFSIN Ontario Central PD Day, this heartfelt episode of Discovery Series: Unplugged features Anastasio Miras, Life and Health Insurance Advisor at DFSIN. Anastasio shares his deeply personal journey into the insurance industry, inspired by his father, Dimitros "Jim" Miras. From watching his dad study for his CFP to stepping into the family business, Anastasio reveals the challenges and triumphs of succession planning in the advisor world. Explore the importance of building a lasting legacy for your practice, the lessons Anastasio learned from loss and love, and the actionable steps advisors can take to ensure continuity for their clients. Don't miss this touching and insightful conversation about life insurance, discipline, and the enduring impact of family values.

In this special episode of Discovery Series: Unplugged, we're bringing you a collaboration between Desjardins and the Ontario Chamber of Commerce (OCC) to explore the impactful ways they're supporting small businesses and fueling economic growth. Join host Reh Bhanji and co-host David Lee as they speak with two exceptional leaders: Marilyn Horrick, Senior Vice President, Market Growth, Brand Expansion, and Partner Relations, Outside Quebec, Desjardins Group. Daniel Tisch, CEO of the Ontario Chamber of Commerce, and a leader in reputation management, public policy, and business communication strategies. What You'll Learn in This Episode: The inspiring stories behind Desjardins' GoodSpark Grant recipients and how it's helping small businesses thrive. How the OCC's Thank You Small Business Campaign is driving innovation in workforce development and digital accreditation. Why financial advisors play a pivotal role in supporting small businesses and how programs like these can make an impact Whether you're an advisor looking to add value to your small business clients or an entrepreneur seeking inspiration, this episode offers insights and practical strategies for success. Listen now and discover how Desjardins and the OCC are empowering the future of small business in Canada.

In this episode of Discovery Series: Unplugged, we sit down with Ashley Champagne, Insurance Agent and Account Manager at Desjardins Insurance Agency in Waterloo, Ontario. Ashley shares her inspiring journey from a career in healthcare to becoming a trusted advisor, helping clients navigate life's major milestones. Ashley offers practical advice for advisors, including: How to use personal asset inventories to create tailored insurance solutions. Supporting clients through pivotal moments, such as purchasing a home, starting a family, or preparing for retirement. Educating clients about the importance of wills, power of attorney, and policy reviews to ensure comprehensive protection. Ashley also shares a heartfelt story of how proactive planning made a real difference in a client's life. Whether you're an advisor looking to enhance your practice or someone preparing for the unexpected, this episode offers valuable strategies for navigating life's changes with confidence. Listen now and learn how to turn challenges into opportunities for growth and security. #DiscoverySeriesUnplugged #InsuranceInsights #ClientCare

In this special episode of Discovery Series: Unplugged, host Reh Bhanji and co-host David Lee sit down with Eric Chevrette, one of Canada's most successful financial advisors and the President and Founder of IT360 Financial. Known for his innovative methods and upcoming book, The Wealth Algorithm, Eric shares his mission to help independent consultants and entrepreneurs maximize their financial potential through tailored, tech-driven strategies. Eric opens up about the values that drive his work, including his father's “Keep Pushing” motto, a principle of resilience that has shaped his approach to financial advising. From his unique “fishing lure” analogy for tax-efficient investing to expert insights on asset management and retirement planning, Eric reveals how he combines human support with AI-driven tools at IT360 Financial to deliver sustainable financial growth. Highlights: • Resilience and Motivation: How Eric's “Keep Pushing” philosophy influences his career and client relationships • Innovative Tax Strategies: Practical advice on corporate investment strategies for entrepreneurs • The Wealth Algorithm: A preview of Eric's approach to wealth-building, soon to be available in his book Whether you're an advisor, entrepreneur, or independent consultant, this episode offers a masterclass in financial optimization from one of Canada's top advisors. Tune in to discover Eric's proven strategies for building wealth and leaving a legacy. Buy Eric's book here: The Wealth Algorithm for IT Consultants: The Independent Consultant's Guide to Maximizing Revenues, Tax Efficiency, and Retirement Planning : Chevrette, Eric: Amazon.ca: Livres

In this inspiring episode of Discovery Series: Unplugged, Reh Bhanji welcomes Rebeca Wieler Chen, a Financial Advisor with Desjardins Financial Security Independent Network in London, Ontario. Rebeca shares her passion for empowering small businesses and dives into the impact of the Desjardins GoodSpark Grant, which has provided $3 million in funding to 150 Canadian small businesses. Rebeca discusses the four foundations of financial security that she believes are essential for small business success: People, Cash Flow, Innovation & Technology, and Structure. Drawing from her own experience as a Brazilian-Canadian entrepreneur, she highlights the values of community impact and sustainable development, which the GoodSpark Grant embodies. Rebeca also shares success stories, like that of Carlos and Marcia from the London Martial Arts Centre, who were awarded the GoodSpark Grant for their incredible contributions to society. Highlights: • Community Impact through Financial Support: How the GoodSpark Grant empowers small businesses to make a meaningful difference. • Building Blocks of Financial Security: Rebeca's four pillars—People, Cash Flow, Innovation, and Structure—that guide small business success. • Real Stories, Real Impact: How businesses like the London Martial Arts Centre are using their grants to foster community well-being. Tune in to hear Rebeca's insights on supporting local businesses and creating lasting community impact. This episode is a must-listen for anyone passionate about the role of small businesses in building stronger communities.

In this live episode from the IDC Vice Presidents Conference in Whistler, host Reh Bhanji sits down with industry legends Greg Osmak (Executive Vice President of Sales & Marketing, IDC Worldsource), Bob McNary (Founder, McNary Financial Services), and Geoff McNary (Certified Financial Planner, McNary Financial Services). Together, they explore how advisors can adopt a "back to the future" approach—leveraging tried-and-true sales techniques to build a lasting legacy in today's evolving market. The panel delves into the Granum System, discussing foundational steps like qualifying prospects and the art of fact-finding, with insights from Bob, who has been using this method for decades. Greg and Geoff bring a modern twist, explaining how these timeless strategies have been digitized for today's advisors. Along the way, they share memorable stories, including the "Jackhammer" moment and lessons learned from real-life client cases.Key Takeaways:- The power of activity-focused sales tracking - Building resilience in a challenging industry - Insights on mentorship and intergenerational wisdom in financial advising Tune in to hear these industry veterans share stories, strategies, and insights that continue to shape the future of financial advising.

In this live episode recorded at the IDC Vice Presidents Conference in Muskoka, host Reh Bhanji sits down with Greg Osmak, Executive Vice President of Sales & Marketing at IDC Worldsource Insurance Network, and Jonathan Mullett, Director of Risk Management at Access Private Wealth.Together, they dive into the challenges facing the life insurance industry, including a significant decline in policy sales despite Canada's growing population. Greg and Jonathan bring decades of experience to the discussion, offering practical insights on how advisors can:​Overcome the life insurance coverage gap in Canada​Maximize advisor value through teaming and specialization​Transition from generalist to niche markets for greater success​Leverage technology to enhance client relationships and grow their practicesIf you're an advisor looking for actionable strategies to stay ahead in a changing market, this episode is a must-listen!

In this episode of the Discovery Series: Unplugged, we sit down with Heidi Brown, Financial Services Representative at Tait Insurance and Financial Services. Heidi shares her deeply personal health journey and how it has shaped her approach to advising clients. From overcoming her own cancer diagnosis to helping clients navigate their financial futures, Heidi discusses how vulnerability, personal experience, and deep client connections can enhance the way advisors guide clients through the unexpected. Tune in to learn how Heidi leverages her story to help others prepare for life's toughest moments and why critical illness insurance is such an important part of financial planning.

Join us in the latest episode of the Discovery Series: Unplugged as we dive into the art of personal branding with Natalie Hales, an acclaimed Brand Strategist. Discover how advisors can not only define but also enhance their brand's voice through effective storytelling. From her humble beginnings in London, Ontario, to becoming a renowned consultant, Natalie shares invaluable insights into shaping your professional identity. Learn the seven crucial steps to crafting your origin story, understand the impact of personal experiences on professional growth, and explore strategies for engaging your ideal clients. Whether you're looking to refine your narrative or build a legacy, this episode offers essential tools for anyone eager to make a meaningful mark in their field. Tune in to transform your approach and connect more authentically with your audience.

In this deeply personal and inspiring episode, Marco Levesque, Branch Manager and MDRT Advisor at Desjardins Financial Security Independent Network, shares his incredible journey of resilience after suffering two strokes—one just days after celebrating his 50th birthday. Marco opens up about the medical, emotional, and financial challenges he and his family faced. He reflects on his recovery, his mindset, and the importance of having the right financial safeguards in place, such as critical illness insurance. Through his story, Marco illustrates the true strength of the “warrior within” and how advisors can better prepare their clients for life's unexpected health battles. Tune in to learn powerful lessons on mindset, financial preparedness, and the importance of protection for life's toughest moments.

In episode 65 of Discovery Series: Unplugged, Frank Abate, National Director of Tax & Estate Planning at IDC Worldsource, shares his strategic playbook on partnering with accountants to enhance life and health insurance cases. Frank and Reh dive into how advisors can set the stage for successful collaborations, overcome common challenges, and maximize client outcomes by blending tax expertise with insurance planning. Whether you're new to partnering or looking to refine your strategy, this episode is packed with practical tips and insights.

In this powerful episode of Discovery Series: Unplugged, we sit down with Dina El-Zeinab, Manager of Member-Client Relations at Desjardins Agency Network (DAN). Dina shares her deeply personal journey of confronting a life-changing health diagnosis and the strength she found in advocacy—both for herself and her clients. As Dina recounts her story, she emphasizes the critical role of advisors in guiding clients through challenging times. Tune in to learn how advocacy can change lives and how critical illness insurance plays a pivotal role in financial security. Catch the full video episode and gain insights into how you, as an advisor, can make a lasting impact on your clients' lives.

In this episode of the Discovery Series: Unplugged podcast, we welcome Lidia Vijga, Co-Founder and CEO of DeckLinks, to explore how advisors can leverage innovative technology to humanize and enhance the insurance sales experience. Lidia shares insights on using video-narrated PDFs to create personalized and engaging client presentations that improve communication and close more deals. Tune in to discover how you can revolutionize your client interactions and hear about an exclusive 90-day free trial offer for our listeners! Listen to the full episode to unlock the discount code.

In this episode of the Discovery Series: Unplugged, we sit down with Shannon Hooper, a Business Development Executive at IDC Worldsource, who brings 20 years of experience in the insurance industry. Shannon shares her journey of mastering the art of public speaking—a skill she was encouraged to develop at a young age. Discover how Shannon's experience in public speaking has shaped her career and learn valuable insights into how advisors can harness this superpower to excel in client interactions and sales. Don't miss the fascinating story of how a simple table conversation with her dad sparked a lifelong passion that continues to drive her success today. Tune in for practical tips, personal anecdotes, and a few surprising twists! 

In this episode of the Discovery Series: Unplugged, we sit down with Trevor Witt, AALU, Chief Underwriter at Desjardins, to explore the strategies advisors need to succeed in large case underwriting. With over 20 years of experience, Trevor shares insights into demystifying common myths, the importance of a well-crafted cover letter, and how modern underwriting is evolving. From understanding reinsurance limits to the role of social media in risk assessment, this episode is packed with practical advice for advisors looking to score big in their practice.

In this enlightening episode of Discovery Series: Unplugged, we sit down with Nina Romano, a Desjardins Insurance Agent based in Oshawa, Ontario, to discuss the critical topic of Long-Term Care (LTC) planning. Nina shares her personal journey into elder care planning, inspired by her own parents' health struggles—her mother's battle with dementia and her father's recovery from a stroke. With her Canadian Elder Care Planning (EPC) designation, Nina delves into the 5 C's of planning for your parents' long-term care: Concern, Care, Cost, Communication, and Courage. Learn how to navigate the complex and emotional conversations around LTC, understand the financial implications involving CPP and OAS, and discover how to effectively communicate and make tough decisions as a caregiver and business owner. Tune in for valuable insights and advice on managing both the emotional and financial aspects of elder care planning.

Join us for episode 59 of the Discovery Series: Unplugged podcast featuring Tammy Buss, CLU, CH.F.C, CFP, TEP, Family Enterprise Advisor, and author of "Passing Down Your Success." Tammy returns to discuss the differences between Kolbe and PRINT assessments, two powerful communication tools she uses to help clients and advisors understand motivations and reduce conflict. In this episode, Tammy delves into David Lee's PRINT and Kolbe results, revealing insights about his behaviors and motivations. Tammy also shares practical advice for advisors on using these tools to build stronger teams and better serve their clients. Tune in for a fascinating discussion filled with insights and a bit of fun banter. For more on Tammy's approach, check out her previous appearance on the CE accredited Discovery Series webcast episode "Success in Succession" here: https://bit.ly/4flyzeR

In this episode of Discovery Series: Unplugged, we sit down with Samuel Wong, Business Development Executive at IDC Worldsource in Vancouver, to explore how Gen Z can master the art of life and health insurance planning. Samuel shares his unique journey from growing up in Burnaby, BC, to navigating life in Hong Kong, and back to Vancouver where he started working in the restaurant industry. A competitive dart player and former dog trainer, Samuel uses his experiences to draw parallels between hitting the bullseye in darts and making smart financial decisions. Tune in as we discuss the essentials of financial independence, the importance of protecting oneself, and the strategies Gen Z needs to adopt to ensure a secure future. From understanding the basics to leveraging AI, this episode is packed with insights for young advisors aiming to make their mark.

Join us in Episode 57 of the Discovery Series: Unplugged as we welcome Rupa Dewan, a Financial Security Advisor at Desjardins Financial Security Independent Network. With a background that spans from finance in India to running a home staging company in the UK, Rupa brings a unique perspective to the financial advisory world. In this episode, Rupa shares her innovative approach to setting the stage for vital life and health insurance conversations. Drawing from her personal experiences, including her father's health struggles and her own disability journey, Rupa reveals how she declutters financial information, engages in deep, meaningful discussions, and maximizes the "curb appeal" of insurance. Learn how Rupa uses her home staging techniques to create a welcoming environment for clients, making tough conversations easier and more impactful. Tune in for an inspiring discussion on how to navigate the complexities of life and health insurance with empathy and effectiveness.

Join us for Episode 56 of the Discovery Series: Unplugged, featuring Dr. Amos Nadler, Founder, CEO, and Chief Scientist of Prof of Wall Street. With a PhD in Behavioral Finance and Neuroeconomics, Dr. Nadler discusses how advisors can harness fintech to better serve their clients. From his personal journey of innovation to parallels between healthcare and wealth management, Dr. Nadler shares valuable lessons on adopting new technologies. Learn from case studies of companies like Blockbuster and Kodak, understand current market dynamics, and discover strategies to build trust and adapt to generational changes. Don't miss this deep dive into the future of financial advisory with cutting-edge fintech solutions. This is the Discovery Series: Unplugged. Fintech for Financial Advisors: https://docs.google.com/document/d/1XaMmPJkVGXcxQvu6oXl0Ay6UP6DdB041IjUc8r7ZTG0/mobilebasic

In Episode 55 of the Discovery Series: Unplugged, we sit down with Carolyn Maugeri, Desjardins Insurance Agent and Owner of Carolyn Maugeri Insurance & Financial Services in Ajax, Ontario. Carolyn shares her journey in leadership, which began over 20 years ago, and the transformative impact of starting Strategic Coach in 2012. She introduces her successful coaching model, built around the acronym C.O.A.C.H (Confident, Organized, Aligned, Communicative, Helping). Learn how to unlock your potential by embodying these principles and hear real-life examples of how they can be applied.

In Episode 54 of the Discovery Series: Unplugged, we are joined by Anna Khan, MBA, EPC, CHS, Senior Advisor for Advanced Planning at Longevity Achieved and Court of the Table with MDRT. Anna shares her remarkable journey from escaping the USSR to becoming a leading advisor in Canada. She discusses how advisors can leverage insurance planning opportunities with real estate professionals, the mindset of realtors in today's economic climate, and effective insurance planning strategies. Tune in to learn how to connect with real estate professionals and discover successful case studies and tax-efficient strategies.

In Episode 53 of the Discovery Series: Unplugged, we sit down with Dave Pike, Business Development Executive at IDC Worldsource – Stoney Creek. Dave shares his personal journey of becoming a widower with a young family and the profound impact life insurance had during that challenging time. He personifies life insurance, emphasizing its role in protecting families and securing financial stability. Dave also discusses his charitable work with Light the Night Walk and Canadian Blood Services. Tune in to our first video podcast, available exclusively on Spotify.

In Episode 52 of the Discovery Series: Unplugged, we sit down with Denise Tulk, Desjardins Insurance Agent and Agency Owner in Stoney Creek, Ontario. Denise shares her journey from an entrepreneurial family and the life lessons learned from her father. She discusses her early sales career and a pivotal moment involving critical illness insurance. Dive into Denise's insights on designing a successful charitable marketing strategy, enhancing brand power through storytelling, social media, events, and email marketing. Learn how charitable marketing can elevate your brand and discover Denise's advice for young entrepreneurs.

In this special live edition of the Discovery Series: Unplugged, hosts Reh and David travel to Edmonton, Vancouver, and Toronto, joined by Don Hart, VP of Training Development at IDC Worldsource Insurance Network Inc. They interview Tanis Techer on her formula for success and Rhett Bagnall on Desjardins' EHP product. In Vancouver, Maria Sangalang shares her moving story of personal loss and resilience, and Jacky Kuk discusses his YouTube strategy. Finally, in Toronto, Chris Burton talks about serving the family market with a multidisciplinary approach. Discover powerful stories and strategies that truly sell.

In this special 50th episode of the Discovery Series: Unplugged, we explore the art of designing life and health insurance products with Nathalie Baron, Vice-President of Actuarial and Insurance Solutions at Desjardins. Nathalie shares her passion for cooking and how it inspires her actuarial work. She reveals her "secret recipe" for crafting successful insurance products, from identifying the target market and defining product features to risk assessment, pricing, and regulatory compliance. Tune in to discover the 9-step process that combines culinary creativity with actuarial precision to deliver innovative insurance solutions.

In Episode 49 of the Discovery Series: Unplugged, Angelina Hung, CFP, CLU, CHS, EPC, and Financial Marketing Nerd at Financial Tech Tools, shares her 20+ years of financial services experience and 12+ years in web development and marketing. Learn how to digitize your brand value through website optimization, effective lead magnets, engaging email newsletters, and strategic social media use. Angelina offers practical tips to help financial advisors enhance their digital presence and grow their business.

In episode 48 of the Discovery Series: Unplugged podcast, join us as we delve into the world of digital storytelling with Jacky Kuk, financial advisor, entrepreneur, and video marketing expert. In this conversation, Jacky shares his journey with multimedia marketing in Hong Kong and the transformative power of dynamic short videos in digitizing advisor brand value. Together with hosts Reh and David, Jacky explores the essential steps to creating impactful YouTube videos, from understanding audience pain points to optimizing for SEO. Discover how videos can serve as a powerful tool not only for educating clients but also for subtly promoting your business and sparking meaningful conversations. Tune in to learn how to empower your advisor voice and forge deeper connections with your audience through the art of video storytelling.

In episode 47 of the Discovery Series: Unplugged podcast, join us for a lively discussion with Chiara Missalino, Life and Health Insurance Advisor, and Director of Business Development for DFSIN BC. The concept? Debunking the age-old myth that insurance is only for the wealthy. Chiara shares her personal journey navigating her parents' health challenges and how it shaped her perspective on the importance of insurance for everyone. From addressing objections like "I don't have enough money" to "Insurance is only for rich people," Chiara, Reh, and David playfully role-play scenarios, providing insights and solutions. Chiara's infectious energy and real-life anecdotes make this episode both enlightening and entertaining, proving that insurance is indeed within reach for everyone, regardless of income level. Tune in for practical tips, heartfelt stories, and a dose of BC camaraderie.

In Episode 46 of the Discovery Series: Unplugged podcast, explore "The Family Business Playbook" with Jai Sukhu, agent and owner of a Desjardins Insurance Agency in Scarborough and Markham, ON. Host Reh Bhanji delves into Jai's remarkable journey, from his belief in the power of numbers inspired by astrology to his passion for basketball and life's defining moments. Discover how Jai leverages winning strategies for mom and pop shops, navigates the ups and downs of the insurance industry, and shares insights on the "ABC formula" for success. Plus, gain exclusive access to compelling case studies, including Jai's innovative solutions for family-owned businesses and his own personal journey of securing financial protection. Join us for an inspiring conversation that unveils the playbook for triumph in family-owned businesses and insurance alike.

In this episode of the Discovery Series: Unplugged podcast, join us as we dive into the inspiring journey of Maria Sangalang, acclaimed financial advisor and top influencer in 2024. Maria shares her profound story of resilience, beginning with the loss of her parents at a young age in the Philippines—a pivotal moment that ignited her quest to understand her "why." Discover how Maria's experiences, including the birth of her daughter with Down syndrome, guided her to unearth her niche in serving transportation and logistics professionals. Learn from Maria's strategies on leveraging social media and personal passion to connect deeply with clients, imparting invaluable advice on aligning personal and business purpose for lasting success.

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. 2023 RIA Investor Opinion Survey Practice Management | RI Playbook: Your guide to an easy conversation

Join us for a deeply moving episode as Desjardins agency owner and financial advisor Todd O'Donnell shares his personal journey navigating his wife's battle with cancer. From their first critical illness claim to the emotional toll on their family, Todd's story offers powerful insights into resilience, the importance of support networks, and the transformative role of insurance in providing financial security during times of crisis. Tune in for an inspiring conversation on finding strength in the face of adversity.

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

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.