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

New Planner Podcast

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16d ago 35:44

MP3•Beranda episode

Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data, including the growing interest in the Southeastern U.S. and the rise in compensation at the small RIA level.

Listen in to learn about the evolving hiring process, the truth behind candidates' preferences for virtual versus in-office work, and what Gen Z and Gen Y prioritize when job hunting. We also discuss how firms are encouraging new hires to complete the CFP exam and what it takes to earn well above the average living in this industry. Plus, you'll get insights into where the market for new financial planners is heading as we approach the end of 2024 and head into 2025.

You can find show notes and more information by clicking here: https://tinyurl.com/393jdmzf

209 episode

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner