
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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Ep #414: From Set to CFP: Reinventing Your Career From Scratch

Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs

Ep #411: Growing Through Change: Building a Balanced Financial Practice

Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
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