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!