Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

November 20, 2019

XYPNs 2019 Benchmarking Survey Results Review

Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. Today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey and share the results.

Listen in to hear the core data points we focused on and the interesting findings that came out of the study. You will learn how niches affect success, how the CFP® impacts growth, and more as we provide answers to questions many of us have had while building our practices. Whether you are just starting out or looking to grow your existing firm, this is an episode you don't want to miss!


Listen to the Full Interview:


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What You'll Learn from This Episode:

  • Why we do our own benchmarking study.
  • What you can learn from how people are adjusting their fees.
  • Why we have a younger group of advisors.
  • The impact of niches on the success of a firm.
  • Why growth rates slow after the first few years.
  • How firms with the CFP grow differently.
  • Where members are actually getting clients from.

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