Beatrice Paez

Practice Management

Philanthropy as a team motivator

January 9, 2017 Beatrice Paez
Your Time

Casual Friday: Are your New Year’s resolutions attainable?

January 6, 2017 Beatrice Paez
Practice Management

How to create a high-performance team culture

January 5, 2017 Beatrice Paez
Echelon Wealth Partners names Joe Oliver as chairman
Practice Management

Hold an off-site planning retreat

January 4, 2017 Beatrice Paez
Practice Management

Online tools can save you time

January 3, 2017 Beatrice Paez
IFIC introduces advisor centre portal
Practice Management

Casual Friday: Recommended holiday reading

December 23, 2016 Beatrice Paez
Financial Planning

Estate planning: Common issues to look out for

December 22, 2016 Beatrice Paez
Estate planning: Common issues to look out for
Building Your Business

Podcasting tips

December 22, 2016 Beatrice Paez
Financial Planning

Initiating the estate planning conversation

December 21, 2016 Beatrice Paez
Sales & Marketing

Why you should post “evergreen” content

December 20, 2016 Beatrice Paez
Financial Planning

Get your clients to control holiday spending

December 19, 2016 Beatrice Paez
Practice Management

Hone your prospecting strategy

December 14, 2016 Beatrice Paez
Keeping in touch with “cold” prospects