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!

XYPN 2018 Benchmarking Study

Get key performance indicators from the XY Planning Network Community. 

$197.00 USD