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

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

November 28, 2023 • Dan S. • Episode 60

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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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