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Beatrice Paez
Beatrice Paez
Practice Management
Casual Friday: Taking cues from improv
October 14, 2016
Beatrice Paez
Practice Management
Designations can set you apart
October 13, 2016
Beatrice Paez
Financial Planning
The transition to retirement
October 11, 2016
Beatrice Paez
Practice Management
De-clutter your desktop
October 7, 2016
Beatrice Paez
Practice Management
Make time to volunteer
October 5, 2016
Beatrice Paez
Financial Planning
Helping your clients set goals
October 4, 2016
Beatrice Paez
Practice Management
Managing your maternity leave
October 3, 2016
Beatrice Paez
Client Communications
Casual Friday: Client event etiquette
September 30, 2016
Beatrice Paez
Practice Management
The three worst reasons for buying a book of business
September 29, 2016
Beatrice Paez
Practice Management
Four questions to ask yourself before you buy a book of business
September 28, 2016
Beatrice Paez
Client Communications
Managing long-distance relationships
September 27, 2016
Beatrice Paez
Building Your Business
A nose for answers
September 27, 2016
Beatrice Paez
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