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 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.

After +15-years of service to our wholesaling community, I've now retired - and I’m committed to keeping all our resources available for future generations of wholesalers and their leaders – but only as long as it makes fiscal sense.

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Founder

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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!