Discover how Truelytics is transforming the way our industry discovers opportunity. Truelytics’ Advisor Transition Management can generate over 50 KPIs (Key Performance Indicators) related to your firm’s business, client, and revenue stability. Their TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for both practice management and during key transitional moments.

During this webinar, we will review:

1) Practice Management – Learn to generate comprehensive KPIs to help drive increased value for your business.
2) Business Performance & Valuation – Discover how Truelytics can produce valuation estimates for your book.
3) Peer Benchmarking – Determine how your practice compares to your peers’ by leveraging Truelytics’ network of over 10,000 advisors.

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