XYPN Radio / Benchmarking Study

Episode No. 373 | November 01, 2023

XYPN’s 2023 Benchmarking Study Highlights LIVE

With Alan Moore & Michael Kitces

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UPDATE: We've published a deeper dive into the stats HERE! What does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael K …

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Episode No. 347 | November 02, 2022

XYPN’s 2022 Benchmarking Study Highlights

A Review with Alan Moore and Michael Kitces

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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. This …

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Episode No. 323 | May 19, 2021

XYPN’s 2021 Benchmarking Survey Results Review

With Alan Moore and Michael Kitces

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XYPN has conducted an Annual Benchmarking Study for the past four years. The comprehensive annual survey gathers core performance indicators of member participant firms and ultimately draws data-backed conclusions about the success of different business models, fee structures, and nic …

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Episode No. 288 | December 30, 2020

XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

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Today, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN’s 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends th …

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November 20, 2019

Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. Today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey …

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November 28, 2018

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and Michael joins me today to talk about what we found.

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