XYPN 2018 Benchmarking Study
In our 80-page Benchmarking Study Executive Summary, you'll find:
- Annual revenue growth by years of XYPN membership
- The impact of fee and service changes on growth
- The average number of prospects and rate at which they are converted into clients per advisor
- The effectiveness of various marketing efforts, such as blogging and online advertising
- The role experience plays in effectively pricing services
- Whether or not the CFP designation is "worth it"
- Sources of growth, from referrals to networking to social media
- Core themes for top performers at all stages & so much more!