Beatrice Paez

Practice Management

Philanthropy is a family affair

August 19, 2016 Beatrice Paez
Practice Management

Engaging the next generation through philanthropy

August 18, 2016 Beatrice Paez
Financial Planning

After the honeymoon

August 17, 2016 Beatrice Paez
Five misconceptions about millennial clients
Sales & Marketing

When the media calls, be prepared

August 16, 2016 Beatrice Paez
Sales & Marketing

Avoid these media-interview pitfalls

August 15, 2016 Beatrice Paez
Avoid these media-interview pitfalls
Financial Planning

Why responsible investing matters to millennials

August 12, 2016 Beatrice Paez
Contributing to post-secondary tuition builds confidence: poll
Financial Planning

Moving into responsible investing

August 11, 2016 Beatrice Paez
RBC GAM moves SRI funds to Vision Funds
Sales & Marketing

Preparation is key to a successful photo shoot

August 10, 2016 Beatrice Paez
Sales & Marketing

Revamp your website with better photos

August 9, 2016 Beatrice Paez
Practice Management

Tips for becoming a mentor

August 8, 2016 Beatrice Paez
How to choose a mentor
Practice Management

Create your dream team

August 5, 2016 Beatrice Paez
Make your practice more competitive
Client Communications

Setting client expectations

August 4, 2016 Beatrice Paez