SPECIAL EPISODE: Compensation Data Points for New Planners with Caleb Brown and Jesse Lineberry

Published: July 23, 2021, 11 a.m.

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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\\u2019ve invited him on the show to talk about some of the placements we\\u2019ve 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\\u2019re 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\\u2019t compete against the banks or wirehouses when it comes to the compensation game.

You can find show notes and more information by clicking here: https://bit.ly/3kyxir5

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