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This episode of XYPN Radio features a discussion led by Maddy Roche with Alan Moore and Michael Kitces about the findings from the XY Planning Network\'s 2021 Benchmarking Survey. The survey provides insights into the success of fee-only financial planners, focusing on key performance indicators, revenue growth, client engagement, and the challenges and trends affecting financial advisory practices. The conversation delves into the implications of the data for new and established advisors,...
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