Beatrice Paez

Client Communications

When should you part ways with a client?

November 1, 2016 Beatrice Paez
CSA launches consultation on banning embedded commissions
Building Your Business

Driven by life’s transitions

October 31, 2016 Beatrice Paez
Client Communications

Treat your clients to family-friendly events

October 31, 2016 Beatrice Paez
Client Communications

Casual Friday: Should you discuss politics with clients?

October 28, 2016 Beatrice Paez
Practice Management

Forget work/life balance. Seek “harmony” instead

October 27, 2016 Beatrice Paez
Sales & Marketing

Get more from LinkedIn

October 26, 2016 Beatrice Paez
Client Communications

Improve your speaking skills

October 25, 2016 Beatrice Paez
Become an effective speaker
Client Communications

Become an effective speaker

October 24, 2016 Beatrice Paez
Become an effective speaker
Client Communications

Are you emotionally intelligent?

October 21, 2016 Beatrice Paez
Practice Management

Articulate your investment philosophy

October 20, 2016 Beatrice Paez
Sales & Marketing

Social media: working with compliance

October 19, 2016 Beatrice Paez
Reckless use of social media harming investors: CSA
Sales & Marketing

Staying within the lines on social media

October 18, 2016 Beatrice Paez
Reckless use of social media harming investors: CSA