Chris Paterson

Decorative pattern

Overcome objections to Critical Illness offers

Word of mouth tells me that around 5% of all CI offers are actually taken. Why?

By Chris Paterson |December 7, 2015

5 min read

Decorative pattern

Living Benefits

Premium Advice — Planning for the unexpected job loss

An unfortunate reality today is that some clients are finding themselves without work

By Chris Paterson |May 29, 2013

4 min read

Decorative pattern

Premium Advice – The Return of the Large Case

At long last, it seems that clients are ready to make decisions again. The last 18 months have not been the first time in history that economic conditions have made clients nervous or apprehensive about making financial decisions. Many of my recent articles have been related to strategies with timely pertinence to the global economic […]

By Chris Paterson |November 4, 2009

5 min read

More Columnists

John Novachis

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Here’s why advisors need a business continuity plan

October 22, 2025|4 min read

Robin Riviere

Philosophy for advisors

February 17, 2026|3 min read

An advisor-led model puts you in competition with institutional managers

January 20, 2026|3 min read

Kevin Hayes

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

You can’t do it all yourself

November 25, 2025|3 min read

Jim Lyons

We made it to Newport

January 23, 2026|2 min read

Are your clients confident about their future?

November 20, 2025|3 min read

Mathieu Messina

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Harvey Naglie

CIRO’s tenure plan tests the meaning of independent

March 3, 2026|3 min read

Re: Blue Owl ‘quake’ is not what it seems

February 24, 2026|2 min read