Finscale
# 33 - Guillaume Piard (Nalo) - The "Goal-Based Approach" or wealth management within everyone's reach
Description of the episode
Guillaume Piard tells us about the revelation he had when he discovered Betterment and Wealthfront, two “roboadvisor” solutions developed in the United States and how this real epiphany resonated in his mind. Returned to Europe, Guillaume launched Nalo. During this episode, you will discover what this startup offers, from portfolio allocations to user experience, tax envelopes, partners or even IRS management. We also come back to Nalo's investors, its teams and the developments to be expected, in particular the offer of new services. It is another approach to wealth management focused on client goals that makes itself accessible that we are discovering. A new way of understanding customer needs. You will have many answers to the current needs of clients in terms of wealth management. Did you know that Nalo meli means "bee" in Hawaiian? We leave with several books to read: Nudge by Richard Thaler Thinking fast and slow by Daniel Kahneman The Goal by Eliyahu M. Goldratt Good listening to all!

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