Discovery Series: Unplugged  By  cover art

Discovery Series: Unplugged

By: Podcast Desjardins
  • Summary

  • 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!
    Podcast Desjardins
    Show more Show less
Episodes
  • Episode 46: The Family Business Playbook - Winning Strategies for The Mom and Pop Shop
    Apr 30 2024

    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.

    Show more Show less
    54 mins
  • Episode 45: Uncovering Purpose - Connecting Why with Business Success
    Apr 23 2024

    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.

    Show more Show less
    37 mins
  • Episode 44: Breaking Bread - Exploring Responsible Investing
    Apr 9 2024

    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

    Show more Show less
    42 mins

What listeners say about Discovery Series: Unplugged

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.