Archive

What I’m telling the Desjardins wholesalers this week (and why it matters for you)

Jan 31, 2026

What I’m telling the Desjardins wholesalers this week (and why it matters for you)

What happened when I called 6 charities in Ottawa about a term policy

Jan 24, 2026

What happened when I called 6 charities in Ottawa about a term policy

What the Sun Life comp change really means (and why it’s not what you think)

Jan 17, 2026

What the Sun Life comp change really means (and why it’s not what you think)

The Best Insurance Sale I Ever Made Took 18 Months (And Why That’s Actually Good News)

Jan 4, 2026

The Best Insurance Sale I Ever Made Took 18 Months (And Why That’s Actually Good News)

The sentence that should scare (or excite) every advisor

Dec 6, 2025

The sentence that should scare (or excite) every advisor

The Hidden Skill That Attracts COIs (and Big Cases)

Nov 29, 2025

The Hidden Skill That Attracts COIs (and Big Cases)

The Hidden Niche Inside the Niche

Nov 22, 2025

The Hidden Niche Inside the Niche

The most important shift happening in wealth management and why advisors keep asking me the same 3 questions

Nov 15, 2025

The most important shift happening in wealth management and why advisors keep asking me the same 3 questions

Where the future of your business lies

Nov 8, 2025

Where the future of your business lies