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Episode 19: Crossing Streams
In this episode, Haik Sahakyan and George Guidotti sit down with Mark Heynen and James Cantwell from the AI for Advisors Podcast for a special crossover episode. We went straight at the questions…
Episode 18: Agentic, Actually
Episode 18 of Zero Basis Points, explores the shift from hype to reality — from talking about AI to making it work. The discussion explores why execution matters more than interfaces, why generic AI…
Episode 17: Merry Crypto Christmas
In Episode 17 of Zero Basis Points, Haik Sahakyan and George Guidotti sit down with Tyrone Ross, founder of 401 Financial and CEO of Turnqey Labs, to talk about his journey from athletics into…
Episode 16: Agentic is Execution
In Episode 16 of Zero Basis Points, Haik Sahakyan and George Guidotti are catching up after their time in New York and letting the conversation flow from recent news to agentic AI and everything in…
Episode 15: Conquest of Trial-and-Error
In Episode 15 of Zero Basis Points, Haik Sahakyan and George Guidotti sit down with Brad Frey, Sales Director at Conquest Planning, for a candid look at the state of financial planning tech. They…
Episode 14: AdviseAI Hangover
In Episode 14 of Zero Basis Points, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI. From the buzz around agentic AI and the wave of new CRMs to the death…
Episode 13: Make WealthTech Great Again
Episode 13 of Zero Basis Points brings together Haik Sahakyan, George Guidotti, and our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of…
Episode 12: Don't Call it a CRM
Episode 12 of Zero Basis Points dives into one of wealth management’s biggest conversations — the evolution of the CRM. Haik Sahakyan and George Guidotti unpack how traditional CRM is evolving into…
Episode 11: No Bottlenecks
Haik Sahakyan and George Guidotti return for Episode 11 of Zero Basis Points. Haik shares insights from the Cambridge Ignite conference, while George brings perspective from RIA conversations and…
Episode 10: One of Us. One of Us.
Episode 10 brings big news: George officially joins ARQA as Director of Enterprise Solutions. He and Haik share the backstory of how it all came together and dive into why agentic AI is the next…
Episode 9: Snap Into Action
In Episode 9 of Zero Basis Points, George unveils Wealth Snap, a streamlined CRM add-on for Wealthbox built to solve one of the industry’s core challenges—collecting and enriching client data. He and…
Episode 8: You Can’t AI Your Way Out of Bad Data
In wealth management, data is everything but it’s not always in great shape. In this episode, Haik and George explore the challenges of collecting, organizing, and using data effectively. They take a…
Episode 7: AI Hype vs Reality
In this episode, Haik Sahakyan and George Guidotti dive into the evolving world of AI in wealth management, discussing everything from the challenges of implementing AI to the future of agentic AI in…
Episode 6: The Masters of Your Tech Stack
In this episode, Haik Sahakyan and George Guidotti break down what’s happening on the ground, from market volatility and tokenization to how firms are moving beyond outdated systems and embracing…
Episode 5: Keep Calm and Carry On
In this episode, Haik Sahakyan and George Guidotti dive into today’s economic uncertainty, shifting policies, and what they really mean for advisors. From navigating downturns to data ownership and…
Episode 4: Stacked Against You
In this episode, Haik Sahakyan and George Guidotti break down wealthtech stacks for firms of all sizes, exploring what works and what doesn’t. From practical setups to AI-driven solutions, they…
Episode 3: The Good, The Bad, and The Bullsh*t
Fresh from T3, George and Haik break down key insights from the conference, exploring the latest advancements in WealthTech, AI-driven solutions, the evolving landscape of CRMs, note-taking…
Episode 2: Blood in the Water
In this episode, Haik Sahakyan and George Guidotti delve into the latest trends in WealthTech. They also explore the dynamics of the wealth management market, particularly in light of the Morningstar…
Episode 1: Who the Hell Are We?
In the first episode of Zero Basis Points, hosts Haik Sahakyan and George Guidotti delve into the complexities of the wealth management industry, exploring the evolution of technology, the challenges…
Frequently Asked Questions
Zero Basis Points has published 19 episodes since February 2025, covering topics in Business, Investing.
Zero Basis Points is currently moderate with new episodes every 2 weeks. Average episode length is 53m.
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