XYPN 2017 Benchmarking Survey

Our 100-page Benchmarking Survey Executive Summary provides client data, information regarding advisor revenue, key growth factors, and more. We've gathered data from more than 200 members to show: 

  • 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!

XYPN 2017 Benchmarking Study

Get Key Performance Indicators from the XY Planning Network Community 



$197.00 USD