Beatrice Paez

Client Communications

Three holiday client-contact strategies

November 24, 2016 Beatrice Paez
Client Communications

Guiding clients through periods of market volatility

November 23, 2016 Beatrice Paez
Practice Management

Be the perfect holiday-party guest

November 22, 2016 Beatrice Paez
Practice Management

Common holiday party mistakes

November 21, 2016 Beatrice Paez
Practice Management

Casual Friday: Take a digital detox

November 18, 2016 Beatrice Paez
Financial Planning

Millennials: Keeping goals in sight

November 17, 2016 Beatrice Paez
Financial Planning

The boomerang effect

November 16, 2016 Beatrice Paez
Support of adult children is impacting boomers’ finances
Client Communications

The “succession” conversation

November 15, 2016 Beatrice Paez
Practice Management

The delicate art of asking for referrals

November 7, 2016 Beatrice Paez
Investors are fine with trailer fees, survey says
Practice Management

Women clients: gaining their trust

November 4, 2016 Beatrice Paez
Are women really risk-averse?
Practice Management

Are women really risk-averse?

November 3, 2016 Beatrice Paez
Are women really risk-averse?
Sales & Marketing

Developing a Twitter strategy

November 2, 2016 Beatrice Paez
Reckless use of social media harming investors: CSA