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  2. Beatrice Paez

Beatrice Paez

Special Reports

Advisors and apps: what works

February 15, 2017 Beatrice Paez
Client Communications

Avoid these common first-meeting mistakes

February 9, 2017 Beatrice Paez
Avoid these common first-meeting mistakes
Practice Management

Create a women-friendly workplace

February 7, 2017 Beatrice Paez
Five qualities to consider when hiring staff
Practice Management

Protect your information online

February 3, 2017 Beatrice Paez
Client Communications

CRM2: Taking a transparent approach

February 2, 2017 Beatrice Paez
Advice needed on retirement income strategies, report finds
Client Communications

Write better letters, faster

February 1, 2017 Beatrice Paez
Building Your Business

“Superfood” or a super fad?

February 1, 2017 Beatrice Paez
Practice Management

Standing out from the robos

January 31, 2017 Beatrice Paez
Investors are fine with trailer fees, survey says
Sales & Marketing

Write a better bio

January 30, 2017 Beatrice Paez
Your Time

Casual Friday: Should you become a minimalist?

January 27, 2017 Beatrice Paez
Client Communications

Why you should use webinars

January 26, 2017 Beatrice Paez
Special Reports

Keeping clients calm in unpredictable times

January 26, 2017 Beatrice Paez
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