The New World Order – Affordable Financial Planning for All

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.

00:00:00 | Intro
00:02:03 | About New World Financial Group
00:09:28 | Serving those who want to invest but can't afford full financial planning
00:15:37 | Introducing financial coaches
00:17:23 | The great transfer of wealth
00:21:01 | Pricing models
00:23:43 | The New World Financial Group business model
00:26:34 | What tech can do in the Financial Planning profession
00:35:46 | Building influence
00:40:22 | Building good habits for a healthy and wealthy lifestyle

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If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast

Видео The New World Order – Affordable Financial Planning for All канала The Financial Planner Life Podcast