Advisors unscripted: tales and techniques on the Discovery Sequence

[ad_1]

There have been no extra espresso breaks and lunches. No fast chats by the water cooler to catch up and share tales.

It was an issue that caught the eye of Rehan Bhanji and David Lee at Desjardins Insurance coverage. With a few years of expertise as mentors in Canada’s insurance coverage business, they understood the significance of normal meet-ups to share info and search recommendation.

Consequently, they determined to create a collection of on-line webinars that introduced insurance coverage professionals collectively to debate their experiences, ask questions, and customarily restore the connections that so many had been lacking. Known as the Discovery Sequence with Desjardins, the collection has gone from energy to energy, drawing in a rising viewers from all throughout North America.

In half one of this two-part collection, Bhanji and Lee mentioned the origin of the webinars and why it has proved to be so widespread with insurance coverage professionals lengthy after the lockdowns have ended. Partly two of the collection, they share some widespread experiences and options from the present.

When Bhanji and Lee began the collection, they knew they needed to do one thing new. There have been already numerous webinars for advisors, however the model was often stiff and formal, with business consultants utilizing a number of jargon to have a one-way monologue with a largely silent viewers.

[ad_2]

Leave a Comment