Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE
Behind The Advisor
Growth of Client Household Relationships in Fee-for-Service Advisory Firms
This chapter explores the benchmarking survey conducted by XYPN and discusses the growth of client household relationships in fee-for-service advisory firms. It compares metrics like assets under management and revenue, emphasizes the significance of tracking new clients, and examines the impact of market volatility on client growth rates.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
