Beatrice Paez

Practice Management

Casual Friday: Don’t leave home without these travel apps

September 9, 2016 Beatrice Paez
RBC introduces mobile app for DS advisors
Financial Planning

Helping clients through a divorce

September 8, 2016 Beatrice Paez
Practice Management

Managing the dreaded performance review

September 7, 2016 Beatrice Paez
Practice Management

Is a co-working space right for you?

September 6, 2016 Beatrice Paez
Client Communications

Choose gifts that resonate with your clients

September 2, 2016 Beatrice Paez
Client Communications

A new level of client gift-giving

September 1, 2016 Beatrice Paez
Practice Management

Set up your own networking group

August 30, 2016 Beatrice Paez
The IAFP focuses in on increasing its membership
Client Communications

In practice: Making use of infographics

August 29, 2016 Beatrice Paez
Brighten your presentations with infographics
Client Communications

Brighten your presentations with infographics

August 26, 2016 Beatrice Paez
Brighten your presentations with infographics
Advisors’ Report Card 2016

Newer technology’s increasing importance

August 26, 2016 Beatrice Paez
Practice Management

Keep your client workshop intimate

August 23, 2016 Beatrice Paez
Effective client workshops
Practice Management

Effective client workshops

August 22, 2016 Beatrice Paez
Effective client workshops