Beatrice Paez

Practice Management

Raise your prospecting game

December 13, 2016 Beatrice Paez
Practice Management

Gen-X: The demographic “middle child”

December 12, 2016 Beatrice Paez
Gen-X unprepared for retirement: survey
Your Time

Podcast Friday: some suggestions with financial themes

December 9, 2016 Beatrice Paez
Financial Planning

How to help clients with unstable incomes

December 8, 2016 Beatrice Paez
Practice Management

Shifting out of neutral

December 7, 2016 Beatrice Paez
Sales & Marketing

Networking for introverts

December 5, 2016 Beatrice Paez
The IAFP focuses in on increasing its membership
Practice Management

Working toward gender parity

December 2, 2016 Beatrice Paez
The wealthy can help empower women: UBS report
Client Communications

Choosing the right gift could be easier than you thought

December 1, 2016 Beatrice Paez
Client Communications

Choosing the right client gift

November 30, 2016 Beatrice Paez
Client Communications

Is your communication program up to snuff?

November 29, 2016 Beatrice Paez
Is your communication program up to snuff?
Sales & Marketing

Get creative with your videos

November 28, 2016 Beatrice Paez
Tell your story through video
Sales & Marketing

Tell your story through video

November 25, 2016 Beatrice Paez
Tell your story through video