Beatrice Paez

CRM2 Guide

Maintaining trust

September 27, 2016 Beatrice Paez
Client Communications

Note-taking tips

September 26, 2016 Beatrice Paez
Your Time

Casual Friday: Meditate … with your smartphone

September 23, 2016 Beatrice Paez
RBC introduces mobile app for DS advisors
Client Communications

Educate your clients with “explainer” videos

September 22, 2016 Beatrice Paez
Educate your clients with “explainer” videos
Financial Planning

Estate disputes: keeping the peace

September 21, 2016 Beatrice Paez
Estate planning: Common issues to look out for
Practice Management

Become a better negotiator

September 20, 2016 Beatrice Paez
Become a better negotiator
Practice Management

Develop better relationships with compliance

September 19, 2016 Beatrice Paez
OSC compliance reviews continue to reveal deficiencies
Practice Management

Casual Friday: Keep calm and manage your workload

September 16, 2016 Beatrice Paez
Casual Friday: Keep calm and manage your workload
Financial Planning

Help newly wealthy clients make disciplined financial decision

September 15, 2016 Beatrice Paez
Top taxfilers see incomes rise
Sales & Marketing

Make your newsletter a valuable resource

September 14, 2016 Beatrice Paez
Practice Management

These apps reduce clutter

September 13, 2016 Beatrice Paez
Practice Management

How to “age proof” your practice

September 12, 2016 Beatrice Paez
Demographic changes are impacting the retirement landscape