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Episode 11: The Power of Outsourcing with Rico Casares

09/17/2020

Outsourcing can mean different things to different people, both across industries and within them. In the latest episode of Kestra Out Loud, we spoke with Rico Casares, VP - Platinum Business Consultant at AssetMark, a turnkey asset management program (TAMP).


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.

 

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Listen and Subscribe on iTunes


ACR# 3240893

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