Employee Benefits

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

Every once in a while, we like to give an update on what is happening in the job market, from what we’re seeing when it comes to compensation to what compensation packages are being accepted and rejected. Jesse Lineberry is a CFP and Account Executive with New Planner Recruiting, and he joins me today to talk about what he’s seeing with the recruiting in the trenches. Listen in as we share what compensation looks like on both sides of the hiring process, how to streamline the process for ...

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

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 ...

Ep #40: Joining a Financial Wellness as an Employee Benefit Firm with Veronica Taylor

Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and awareness and ultimately close the racial wealth divide. Listen in as Veronica discusses the reasons she made a career change and jumped into financial planning, how she secured her ...

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