Episode 9: Snap Into Action - Zero Basis Points

What this episode covers

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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Frequently Asked Questions

How long is this episode of Zero Basis Points?

This episode is 52 minutes long.

When was this Zero Basis Points episode published?

This episode was published on July 17, 2025.

What is this episode about?

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...

Can I download this Zero Basis Points episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.