XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and Michael joins me today to talk about what we found.
We dive into our 2018 Benchmarking Study's primary charts and cover key data points that will help advisors thinking about launching a firm set realistic expectations about growth. How much revenue should you expect for your first years in business? Is it really necessary to find a niche? Does the CFP even matter? Listen in to get those answers and more!
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/180