Dave Lubnik

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

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

24mins

Similar People

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”