Behind The Advisor · 2025-10-08 · 56 min
Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP® certification, this episode gives a candid, data-driven look at what works (and what doesn't) when growing a fee-only firm.
Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors76 / 100Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like71 / 100Ep #416: Beyond the Balance Sheet: Advising Families Across Generations68 / 100
Ep #415: Balanced PM Preview: Breaking Down Stagflation66 / 100Ep #414: From Set to CFP®: Reinventing Your Career From Scratch