XYPN’s 2024 Benchmarking Study Highlights

What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it?
Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms.
From revenue growth paths to client acquisition through niche focus, this episode gives a candid look at what scaling indeed involves, including when to bring on staff, how fees impact client profitability and the advantage of specializing early. Whether you’re new, established, or planning to launch, you won’t want to miss these data-driven insights into what’s working (and what’s not) for fee-for-service RIAs in 2024.
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