Episode
Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
- Podcast
- New Planner Podcast
- Published
- Sep 4, 2026
- Duration seconds
- 1660
- Processing state
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Summary
What are financial planners really worth in today's job market? And what does that mean for firms trying to attract and retain top talent? In this episode, I'm joined by Jesse Lineberry to unpack the latest New Planner Recruiting Salary Survey and what the data reveals about compensation across different experience levels, geographic regions, and firm types. You'll learn how asking salaries have changed since 2021, why experienced CFP professionals continue to command a significant premium, and where compensation is growing fastest across the country. Listen in as we explore the impact of AI on financial planning recruitment, the growing competition for entry-level talent, and why career changers may become an increasingly important source of future planners. You'll also hear real examples of accepted, negotiated, and rejected offers, as well as what compensation ranges look like for students, paraplanners, associate advisors, and lead advisors. Don't miss getting practical insights for both firm owners building their teams and planners evaluating their next career move. You can find show notes and more information by clicking here: https://tinyurl.com/mpfve4yz