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Behind The Advisor

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

08 Oct 2025

Description

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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