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Next Gen Personal Finance


Nov 8, 2016

If you want to hear the story of a passionate entrepreneur in a highly competitive and fast-changing marketplace, then you must listen to this podcast with Vicki Zhou, the co-founder and co-CEO of Wise Banyan. Billed as "the world's first free financial advisor," WiseBanyan brings low-cost financial planning to the masses. In our conversation, Vicki shares how she went from getting patents on medical devices while in college to taking the leap to Wall Street and then to co-founding her current venture. She describes the differentiation strategy she is pursuing to stand out from the crowded field of robo-advisors. We also learn about the financial goals that her users set when they first sign up on her site and how they have fared at achieving them. Learn what it takes to be an entrepreneur in this fascinating corner of investing that will become the new paradigm for your students (and also get a lesson in trees too!) Enjoy!