XYPN 2019 Benchmarking Study
Find out how your peers fared in 2019, with info on firm growth, client service, fees and pricing, niche focus, and more.
This 123-page Benchmarking Survey Summary includes data related to:
- Member goal achievement (revenue, client acquisition, professional development, and business goals)
- Niche focused growth strategies
- The success of various service trends and offerings
- Fee structure and the benefits of various fee types and pricing models
- Annual financial and growth trends
- Benefits of the CFP designation
- Sources of business growth and client referrals
- Prospect conversion rates
- Consultive services - number of services offered by top performers
- Service delivery and communication strategies
- Client productivity and profitability by engagement type
- Profit management - revenue growth rates for various types of firms