Behind The Advisor

← Behind The Advisor8. Okt. 2025 · 56 Min.

Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE

Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE8. Okt. 202556 Min.

Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP® certification, this episode gives a candid, data-driven look at what works (and what doesn't) when growing a fee-only firm.