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, f ..read more

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 tran ..read more

Get ready for episode 18 of the Discovery Series: Unplugged podcast, featuring Jay McMahon, Regional Vice President at PPI. With extensive experience in leadership, management, and mentorship, Jay is a driving force in the financial services industry. In this episode, Jay engages in a candid conversation with Reh and David about the intricacies of leadership in the advisory world. From the distinctions between career and independent advisors to the crucial role of leadership coaching, Jay imparts valuable insights on building a process to become a standout advisor. Tune in to learn how to defi ..read more

Join us for a special episode as we celebrate the two-year anniversary of the Discovery Series! We're excited to welcome back Julie Sarkis, a financial advisor at Desjardins Financial Security Independent Network and one of our first guests. In this episode, Julie shares her unique journey from being a Montessori teacher to a trusted financial advisor. Gain insights into her transition from teaching children to educating clients about life and health insurance. Discover her strategies for effective communication, handling challenges, and finding inspiration in adversity. Watch the Discovery Se ..read more

Delve into the intricate world of Canada's economic landscape with Marc Desormeaux, Principal Economist at Desjardins. In this insightful episode, we unravel the threads of inflation, interest rate fluctuations, and the nation's debt dynamics. With his extensive expertise and economic modeling insights, Marc provides a comprehensive analysis of the challenges and opportunities that lie ahead. Join us as we navigate through the complexities of Canada's economic horizon and gain valuable insights to guide your financial strategies ..read more

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 o ..read more

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 Vi ..read more

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 ..read more

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 es ..read more

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 ..read more