Episode 9: Snap Into Action

An episode of the Zero Basis Points podcast, hosted by Zero Basis Points, titled "Episode 9: Snap Into Action" was published on July 17, 2025 and runs 52 minutes.

July 17, 2025 ·52m · Zero Basis Points

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Summary

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.

Episode Description

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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