The Whole Truth: For Financial Advisors

06 Practice Analysis Review: Synthesizing the Data


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In this episode, Steve and Kurt dive into the world of PAR, or Practice Analysis Review. This review anchors a lot of what they do around practice management, so today they're going to tell you what it is, where it comes from, what are the crucial pillars of their analysis and what they do with the data.

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The Whole Truth: For Financial AdvisorsBy Touchstone Investments