XYPN 2017 Benchmarking Study

Find out how your peers fared in 2017, with info on firm growth, client service, fees and pricing, niche focus, and more.

In our 100-page Benchmarking Study Executive Summary, you'll find:

  • The median XYPN advisor revenue by years in practice
  • The average number of clients per advisor by experience level
  • Sources of growth, from referrals to blogging, social media & more
  • The impact of niches & the CFP designation on revenue
  • Core themes for top performers at all stages & so much more!