Behind The Advisor

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

October 8, 2025·55 min
Episode Description from the Publisher

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.

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