Beatrice Paez

Practice Management

Working with women entrepreneurs

August 3, 2016 Beatrice Paez
Are women really risk-averse?
Insurance Advisors’ Report Card 2016

Marketing support improving

July 29, 2016 Beatrice Paez
Practice Management

Casual Friday: Dressing down for summer

July 28, 2016 Beatrice Paez
Casual Friday: Dressing down for summer
Practice Management

Second-career advisors: getting started

July 27, 2016 Beatrice Paez
CSA launches consultation on banning embedded commissions
Practice Management

Improving morale amid uncertainty

July 26, 2016 Beatrice Paez
WCM names 12 winners for this year’s “Return to Bay Street” award
Practice Management

Resolve workplace disputes

July 25, 2016 Beatrice Paez
OBSI plans to improve resolution process
Practice Management

Casual Friday: Make your office inviting

July 22, 2016 Beatrice Paez
Client Communications

Maintaining trust

July 21, 2016 Beatrice Paez
Sales & Marketing

Hiring a social media strategist

July 20, 2016 Beatrice Paez
U.S. asset managers in the dark on social media
Practice Management

Creating internal connections, from the bottom up

July 19, 2016 Beatrice Paez
Sales & Marketing

Looking behind your social media responses

July 18, 2016 Beatrice Paez
U.S. asset managers in the dark on social media
Practice Management

Unplug, but use a safety net

July 15, 2016 Beatrice Paez
Get the most from your vacation