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Fund Flows, New Client Proposal Tool with YChart's Dave Lubnik

Fund Flows, New Client Proposal Tool with YChart's Dave Lubnik

Released Tuesday, 28th November 2023
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Fund Flows, New Client Proposal Tool with YChart's Dave Lubnik

Fund Flows, New Client Proposal Tool with YChart's Dave Lubnik

Fund Flows, New Client Proposal Tool with YChart's Dave Lubnik

Fund Flows, New Client Proposal Tool with YChart's Dave Lubnik

Tuesday, 28th November 2023
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Dave Lubnik, SVP of Institutional Sales at YCharts, joins todays show. We discuss Fund Flows (end of Q3), commentary from national sales conferences, and the new YCharts proposal tool.

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Internal Use Only

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.

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