Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
New Planner Podcast · Caleb Brown
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Show Notes
In this special episode, Jesse Lineberry, Program Director of the CFP program at Virginia Tech, returns for our annual deep dive into the New Planner Recruiting 2025 Salary Report. If you're interested in salary trends, comparing compensation expectations across channels, or understanding what firms and candidates are prioritizing in today's hiring market, this episode is for you!
Listen in as we unpack this year's findings, from average salaries across experience levels to regional trends and differences between RIA, broker-dealer, bank, and insurance expectations. We also explore why paraplanner salaries jumped, why student expectations stayed flat, and what's fueling the surge toward the RIA channel. You'll hear actual offer data from this year's placements, as well as how AI and internship compensation are shaping entry-level roles as firms plan for 2025.
You can find show notes and more information by clicking here: https://bit.ly/4p6NmOx