EPISODE · Jul 17, 2025 · 52 MIN
Episode 9: Snap Into Action
from Zero Basis Points · host Zero Basis Points
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 Haik discuss how Wealth Snap addresses key gaps in advisor tech, why the best innovations often start small, and why saving time alone isn’t enough—great software should empower and inspire advisors.
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Episode 9: Snap Into Action
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This episode is 52 minutes long.
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This episode was published on July 17, 2025.
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