Co-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms.
If you’re interested in learning what really works for fee-for-service advisors, then this is the episode for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/347
Behind The Advisor