Find out how your peers fared in 2018, with info on firm growth, client service, fees and pricing, niche focus, and more.

In our 80-page Benchmarking Survey 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!