Teresa Leno

By Teresa Leno, CEO and Founder of Fresh Finance In the rapidly evolving wealth management industry, it is paramount that advisors have the necessary tools to perform their tasks efficiently and effectively. One crucial tool they must have to be successful is in-house advisor marketing services and solutions. These can profoundly impact their productivity, client satisfaction, and your organization’s bottom line.

By Teresa Leno, CEO and Founder of Fresh Finance As content marketing evolves, advisors must consider it significant to a successful marketing plan. Advisors who post content on social media and their websites have an audience eager to consume and share it, which is powerful because it helps position them as thought leaders. When your audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you’ve won against your competition.

By Teresa Leno, CEO and Founder of Fresh Finance In the ever-evolving world of finance, developing regulations and standards set by various legislative acts has become a norm for financial institutions and banks. One such regulation is the Community Reinvestment Act (CRA) rule, which requires banks to offer financial literacy as a crucial component of their compliance strategy.