Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

New Planner Podcast

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1y ago 23:38

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Today we welcome back Jesse Lineberry to discuss the intricacies of compensation in the financial planning profession. We'll examine recent offers that have been both accepted and rejected, providing insights into industry trends. Discover the data from a salary survey, shedding light on the expected salaries for paraplanners, associate planners, and financial planners. We'll also delve into the evolving landscape of compensation structures in the financial planning field.

Listen in to learn how firms are aligning career plans and compensation paths to reward behavior and foster accountability, especially during the critical early years of a career. You will hear about the role of a strong company culture in supporting compensation packages for job seekers, the impact of experience on compensation, the preferences of younger planners regarding in-office or virtual work arrangements, and insights into financial considerations and bonuses.

You can find show notes and more information by clicking here: https://tinyurl.com/yubmkdvt

214 episoder

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