The New World Order – Affordable Financial Planning for All | Financial Planner Life

Today’s guest on the Financial Planner Life podcast is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set up The New World Group, all about the fees, subscription models and giving free advice to those that don’t fit the typical financial planning mould.

We cover many subjects
• The importance of longevity
• Does retirement need to be reframed?
• Physical and metal wellness, and building good habits
• How working with social media influencers can lead to great growth

We also dive into technology. Specifically, how The New World Financial Group have implemented it into their business and future growth plans, to improve the time it takes to deliver good quality financial advice to those that usually don’t fit the typical advice model.

It’s a fantastic episode about the future of financial planning.

Hope you enjoy it.

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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Financial Planner Life Academies – Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here

Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.

Check out the 2022 Financial planning Salary Guide here

If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.

This is a fantastic episode for anyone that wants a career based on great values and ethics.

Enjoy!

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Create a working environment free of bullying, harassment, victimisation, and unlawful discrimination, promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued.

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