In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.
This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
About Dave Lubnik: Dave is the VP of Business Development at YCharts. He leads YCharts’ efforts to form and grow strategic relationships with enterprise clients and industry partners. Dave’s career has included time at Goldman Sachs as a wealth advisor and at FactSet working with large asset managers.
About YCharts: YCharts was founded in 2009 to democratize investment research. As we continue to build a powerful and intuitive tool, we’re quickly outgrowing our name, but not our mission. Visit YCharts
As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at hello@ycharts.com, (866) 965-7552 or head to ycharts.com to start your free trial!
Throw Away Your Annual Business Plan with Brian Moran
Converting Simple Connections to Meaningful Relationships on LinkedIn with Kim Peterson Stone
Never Be Average Wholesaling with Tim McCormick
The Convergence of Health Care and Financial Planning with Peter Stahl
Know More To Sell More: The Importance of Advisor Recon with Sam Richter