Discovery Series: Unplugged

Publicly listed emails

david.a.lee@desjardins.com

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Episode 133: Protecting the Protectors - Jesse Whalen on Injury, Purpose, and Building a Niche in Midwifery

October 06, 2026

At 23, Jesse Whalen was breaking through concrete with a 90-pound jackhammer inside a water treatment tank, in -30 degree weather. After three months of that work, he woke up one morning barely able to lift his arms. The injury ended his construction career. It also started a seven-year rebuild that made him a Certified Financial Planner with Desjardins Financial Security Independent Network.In this episode, hosts Reh Bhanji and David Lee sit down with Jesse, a longtime DSU listener who is no...

Episode 132: Becoming the Most Known Advisor in Your Market - Andrew McKeown on Events, COI Growth, and LinkedIn Storytelling

September 22, 2026

Visibility isn't built by accident. Andrew McKeown, Director of Business Development at PPI and President of the Ottawa Advocis Chapter, joins Reh Bhanji and David Lee to share how consistent community events helped build momentum across his region.Andrew walks through his three rules for becoming the most known advisor in your market: event consistency, the COI multiplier, and the amplifier. He also covers how to plan events your clients will attend, how to think about cost over time, an...

Episode 131: The Velocity Game - Sean Downey on Giving Advisors Their Time Back, Insurance Technology, and the Future of Independent Advice

September 08, 2026

What if we gave advisors their time back?In this episode of Discovery Series: Unplugged, Reh Bhanji sits down with Sean Downey, President and CEO of Financial Horizons and co-lead of Advice Canada, for a wide-ranging conversation about the future of independent advice in Canada. He is joined by co-host Shaun Downey, RVP of Sales for Western Canada at Desjardins Insurance, which makes for some fun given the two of them share a name (yes, there are two Sean and Shaun Downeys at the table).Sean ...

Hancock Talks · Medium booking difficulty · 100 - 1,000 listeners

Behind the Advice · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with Discovery Series: Unplugged?

Discovery Series: Unplugged is hosted by Reh Bhanji and David Lee. Its publicly listed email is david.a.lee@desjardins.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Discovery Series: Unplugged?

The publicly listed email for Discovery Series: Unplugged: david.a.lee@desjardins.com.

How many listeners does Discovery Series: Unplugged have?

Podseeker estimates Discovery Series: Unplugged reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Discovery Series: Unplugged?

Discovery Series: Unplugged typically books industry leaders. Typical guest background: Established insurance, underwriting, financial-planning, wealth-management, or advisory professionals with substantial field experience, leadership responsibility, recognized expertise, or an authentic client-centered story. Common among recent guests: Senior leadership in insurance or financial services; Professional designations such as CFP or CLU; Industry awards or rising-star recognition. Recent guests include Todd O'Donnell, Kendall Harris, and Frederick Pratt Jr..

How hard is it to get booked on Discovery Series: Unplugged?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Discovery Series: Unplugged cover?

Recent episodes cover Insurance, Financial Planning, Underwriting, Wealth Management, and Financial Advisors. Pitch an idea tied to one of these topics and mention a recent episode.