Beatrice Paez

Practice Management

How to avoid costly mistakes

January 25, 2017 Beatrice Paez
Echelon Wealth Partners names Joe Oliver as chairman
Special Reports

Capturing prospects in the digital realm

January 25, 2017 Beatrice Paez
Practice Management

Mentoring — in reverse

January 24, 2017 Beatrice Paez
Special Reports

Why it’s time to update your communication strategy

January 24, 2017 Beatrice Paez
Financial Planning

Five retirement myths

January 23, 2017 Beatrice Paez
Your Time

Casual Friday: Lower your sugar intake

January 20, 2017 Beatrice Paez
Practice Management

Should you hire your client’s child?

January 16, 2017 Beatrice Paez
Keeping it all in the family
Special Reports

Looking for global connections

January 15, 2017 Beatrice Paez
Financial Planning

Solving the education puzzle

January 13, 2017 Beatrice Paez
Contributing to post-secondary tuition builds confidence: poll
Financial Planning

Helping your clients reduce debt

January 12, 2017 Beatrice Paez
Client Communications

Three common client-survey mistakes

January 11, 2017 Beatrice Paez
Three common client-survey mistakes
Client Communications

Client surveys are just the beginning

January 10, 2017 Beatrice Paez
Three common client-survey mistakes