Behind The Advisor
Behind The Advisor
XYPN
Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
55 minutes Posted Oct 8, 2025 at 11:00 am.
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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.