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Beatrice Paez
Beatrice Paez
Client Communications
Three holiday client-contact strategies
November 24, 2016
Beatrice Paez
Client Communications
Guiding clients through periods of market volatility
November 23, 2016
Beatrice Paez
Practice Management
Be the perfect holiday-party guest
November 22, 2016
Beatrice Paez
Practice Management
Common holiday party mistakes
November 21, 2016
Beatrice Paez
Practice Management
Casual Friday: Take a digital detox
November 18, 2016
Beatrice Paez
Financial Planning
Millennials: Keeping goals in sight
November 17, 2016
Beatrice Paez
Financial Planning
The boomerang effect
November 16, 2016
Beatrice Paez
Client Communications
The “succession” conversation
November 15, 2016
Beatrice Paez
Practice Management
The delicate art of asking for referrals
November 7, 2016
Beatrice Paez
Practice Management
Women clients: gaining their trust
November 4, 2016
Beatrice Paez
Practice Management
Are women really risk-averse?
November 3, 2016
Beatrice Paez
Sales & Marketing
Developing a Twitter strategy
November 2, 2016
Beatrice Paez
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