The Power of Outsourcing with Rico Casares

Rico Casares, CFP and CLU Vice President, joins cohosts Mark Schoenbeck (EVP, Advisor Engagement) and Mike Pedlow (EVP and Chief Compliance Officer) to talk about the power of outsourcing. Tune in to hear Casares discuss how to evaluate the value of your time, the benefits of outsourcing, and advice for hesitant advisors.