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New Planner Podcast

Jul 23, 2021

In today's special episode, Jesse Lineberry joins me to talk all things planner compensation. Jesse is a CFP and Account Executive who works with a lot of our clients, and I’ve invited him on the show to talk about some of the placements we’ve made over the past few months, what the offers were, and what the compensation ultimately looked like.

Listen in as Jesse shares the trends that we’re seeing across the U.S. market, from benefits that go beyond the base salary and bonus to professional development budgets and 401(k) matching. You'll learn what you can expect when applying for a virtual position, where the hot spots are around the country for the most compensation, and advice for firms who feel like they can’t compete against the banks or wirehouses when it comes to the compensation game.

You can find show notes and more information by clicking here: