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Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE

Behind The Advisor

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Benchmarking Studies and Growth Rates in the Financial Planning Industry

This chapter explores different benchmarking studies in the industry and discusses the growth rates of XYPN member firms compared to AUM firms. It also addresses the concern of whether clients are willing to pay for financial planning services and highlights the exceptional growth of XYPN members.

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