Nov 20, 2020
Can you find new business by sharing great ideas? Teresa Leno says the answer is a definitive "yes". Teresa is a former financial advisor turned entrepreneur and the Founder of Fresh Finance. Teresa started Fresh Finance to solve the problem of outdated client communication solutions for advisors to maintain relationships and grow business in a global economy.
Connect with Teresa Leno at https://www.linkedin.com/company/fresh-finance/
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Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.