Sign up to save your podcasts
Or
Share Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
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.
View all episodes
By XYPN
4.6
136136 ratings
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.
More shows like Behind The Advisor
View all
Sales Gravy: Jeb Blount
581 Listeners
ChooseFI
5,162 Listeners
The Game with Alex Hormozi
4,465 Listeners
The Rational Reminder Podcast
475 Listeners
The Perfect RIA
463 Listeners
The Long View
921 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
244 Listeners
Barron's Advisor
113 Listeners
New Planner Podcast
30 Listeners
Retirement Tax Services Podcast
129 Listeners
Money For Couples with Ramit Sethi
3,427 Listeners
The Advisor Journey
27 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
132 Listeners
Only Fee-Only
15 Listeners
Advisor Marketing Made Simple
26 Listeners