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