Behind The Advisor

Ep #288: XYPN's 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces


Listen Later

Today, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN's 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends they see, the themes that emerged, and their perspective on where the industry is headed. If you're interested in hearing about what XYPN member firms are experiencing this year, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/288

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

136 ratings


More shows like Behind The Advisor

View all
Sales Gravy: Jeb Blount by Jeb Blount

Sales Gravy: Jeb Blount

586 Listeners

ChooseFI by ChooseFI

ChooseFI

5,143 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,457 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

477 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

462 Listeners

The Long View by Morningstar

The Long View

921 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

New Planner Podcast by Caleb Brown

New Planner Podcast

31 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

128 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,434 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

15 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

25 Listeners