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Beatrice Paez
Beatrice Paez
Sales & Marketing
Easing the social media burden
July 14, 2016
Beatrice Paez
Practice Management
Keeping it all in the family
July 12, 2016
Beatrice Paez
Practice Management
Four tips for re-charging with a mid-year review
July 11, 2016
Beatrice Paez
Special Reports
Five misconceptions about millennial clients
July 7, 2016
Beatrice Paez
Sales & Marketing
Attract leads with a “magnet”
July 6, 2016
Beatrice Paez
Special Reports
Find your social media voice
July 5, 2016
Beatrice Paez
Special Reports
Getting millennials interested in planning
July 4, 2016
Beatrice Paez
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
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