Beatrice Paez

Practice Management

Casual Friday: Taking cues from improv

October 14, 2016 Beatrice Paez
Courting centres of influence
Practice Management

Designations can set you apart

October 13, 2016 Beatrice Paez
MFDA wants to regulate “financial planner” title
Financial Planning

The transition to retirement

October 11, 2016 Beatrice Paez
Practice Management

De-clutter your desktop

October 7, 2016 Beatrice Paez
IFIC introduces advisor centre portal
Practice Management

Make time to volunteer

October 5, 2016 Beatrice Paez
The subtle art of volunteering
Financial Planning

Helping your clients set goals

October 4, 2016 Beatrice Paez
OSC reviews RESP providers
Practice Management

Managing your maternity leave

October 3, 2016 Beatrice Paez
Client Communications

Casual Friday: Client event etiquette

September 30, 2016 Beatrice Paez
Casual Friday: Client event etiquette
Practice Management

The three worst reasons for buying a book of business

September 29, 2016 Beatrice Paez
Asking for referrals: pick up the phone
Practice Management

Four questions to ask yourself before you buy a book of business

September 28, 2016 Beatrice Paez
Asking for referrals: pick up the phone
Client Communications

Managing long-distance relationships

September 27, 2016 Beatrice Paez
Building Your Business

A nose for answers

September 27, 2016 Beatrice Paez
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