Beatrice Paez

Sales & Marketing

Easing the social media burden

July 14, 2016 Beatrice Paez
RBC introduces mobile app for DS advisors
Practice Management

Keeping it all in the family

July 12, 2016 Beatrice Paez
Keeping it all in the family
Practice Management

Four tips for re-charging with a mid-year review

July 11, 2016 Beatrice Paez
WCM names 12 winners for this year’s “Return to Bay Street” award
Special Reports

Five misconceptions about millennial clients

July 7, 2016 Beatrice Paez
Five misconceptions about millennial clients
Sales & Marketing

Attract leads with a “magnet”

July 6, 2016 Beatrice Paez
New tool aims to help firms promote advisors on Facebook
Special Reports

Find your social media voice

July 5, 2016 Beatrice Paez
Special Reports

Getting millennials interested in planning

July 4, 2016 Beatrice Paez
Five misconceptions about millennial clients
Report Card on Banks 2016

Greater focus needed in advertising

June 23, 2016 Beatrice Paez
Dealers’ Report Card 2016

Right mix of training is needed

May 19, 2016 Beatrice Paez
Report Cards

A greater priority for advisors

April 21, 2016 Beatrice Paez
Client Communications

Choosing a venue for your client meeting

February 24, 2016 Beatrice Paez