2 Podcast Episodes
Turning Insights to Opportunities w/ Dave Lubnik (YCharts)
Turning Insights to Opportunities w/ Dave Lubnik (YCharts)
Dave Lubnik of YCharts joins todays episode. He shares his background in the financial services industry, and why he ult... Read more
1 Sep 2021
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34mins
801 How To Reduce Friction In Advisor Appointments - Wholesaler Tech Talk with Dave Lubnik from YCharts
801 How To Reduce Friction In Advisor Appointments - Wholesaler Tech Talk with Dave Lubnik from YCharts
In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are si... Read more
18 Feb 2020
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24mins