Planning and Advice

Ditch the pitch

During my first year in the business a wholesaler at an insurance firm told me the key to success would be to get 20 meetings a week. Although 90% would say no, 10% would become clients. That’s the way it was at the time. A few years later, I took in a presentation on ‘How […]

By Mathieu Paradis |June 14, 2010

3 min read

NOT your responsibility, totally YOUR problem

In April, I traveled across the country on a speaking tour as part of the ‘World Critical Illness Insurance Conferences Road Show’. One of the subjects my fellow speakers talked about was critical illness insurance and how important it was. How the lives of their clients (or even their own) had been changed forever because […]

|June 7, 2010

4 min read

A “fee” for non-advice

Here’s an idea for some intrepid entrepreneur: beat the consumer-ignoring Canadian regulatory system at its own game. When Melanie Aitken and her people at the Competition Bureau are through with real estate agents and their monopolized access to MLS, they could do something similar regarding mutual funds. The way things are structured now, most discount […]

By John J. De Goey |June 3, 2010

3 min read

The profitability of business ethics

While many proponents of business ethics claim they are good for business, critics remain skeptical and demand to statistical data to substantiate such claims. Today’s consumer-based free market economy necessitates a quantifiable economic value be placed on goods and services in order that the efficient utilization of resources results in the creation of wealth. The […]

By R.D. Bresnahan |May 27, 2010

4 min read