PODCAST · business
Zero Basis Points
by Zero Basis Points
Zero Basis Points is a no-BS fintech and wealth management podcast hosted by Haik Sahakyan and George Guidotti. We cut through the noise to discuss the real challenges and opportunities in wealth management—without the fluff.
Episodes
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Episode 23: You Can Quote Me on That
In Episode 23 of Zero Basis Points, Haik Sahakyan and George Guidotti welcome veteran wealthtech journalist Davis Janowski to discuss the evolving wealth management technology landscape. They explore the growing AI hype, the challenges advisors face in navigating new technology, and the future of...
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Episode 22: Everyone Wants a Piece of Your Stack
In Episode 22 of Zero Basis Points, Haik Sahakyan and George Guidotti return to catch up on the latest news across wealth management. The conversation moves from recent industry headlines and the Wealthies to a broader discussion about growth, capacity, and what AI is actually useful for today....
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Episode 21: Legacy's a Hell of a Drug
In this episode, Haik Sahakyan and George Guidotti sit down with Javier Flores to talk about how wealth management firms can move from legacy systems to AI orchestration and agents that actually execute work across the tech stack. They unpack what gets in the way, why legacy technology still...
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Episode 20: The Impossible Episode
In Episode 20 of Zero Basis Points, Haik Sahakyan and George Guidotti return after a longer-than-planned break to unpack where agentic workflows are heading in wealth management. They discuss why the next stage of AI is about building systems that can understand intent, coordinate agents, and...
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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 wealth management can’t dodge anymore: the real bottlenecks slowing AI adoption, why “vibe coding”...
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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 tools struggle in complex environments, and how real operational impact is quietly being delivered...
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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 financial services and what advisors need to understand about crypto in today’s wealth management...
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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 between. They discuss pressure as a catalyst for growth and why the true value of AI shows up only...
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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 talk about how it has evolved, why legacy stack and workflows still hold firms back, and what changes...
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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 of PDFs and why most advisors still don’t trust AI, they unpack the biggest themes, share…
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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 wealth management technology. With over 25 years in the industry, Craig is a seasoned product leader...
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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 Wealth Relationship Management (WRM), discuss the challenges of data integration, the rise of AI...
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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 industry momentum. Together, they explore how AI is reshaping workflows, why adoption starts with the...
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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 frontier for wealth management. A defining moment for the podcast and the journey ahead.
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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 Haik discuss how Wealth Snap addresses key gaps in advisor tech, why the best innovations often...
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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 closer look at why a strong data foundation is essential and why you simply can’t AI your way out...
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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 financial workflows. Haik shares insights on how ARQA is developing AI-native infrastructure…
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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 data ownership and AI automation. Haik shares a behind-the-scenes look at how ARQA is helping build...
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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 AI, they explore how to stay sharp when the ground keeps moving.
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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 tackle the complexities of choosing the right software in wealth management and discuss whether it’s...
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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 technologies and more.
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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 and Black Diamond transition, and more.
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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 of data management, and the value of their podcast as a platform for discussion.
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Frequently Asked Questions
How many episodes does Zero Basis Points have?
Zero Basis Points currently has 23 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Zero Basis Points about?
Zero Basis Points is a no-BS fintech and wealth management podcast hosted by Haik Sahakyan and George Guidotti. We cut through the noise to discuss the real challenges and opportunities in wealth management—without the fluff.
How often does Zero Basis Points release new episodes?
Zero Basis Points has 23 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Zero Basis Points?
You can listen to Zero Basis Points on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Zero Basis Points?
Zero Basis Points is created and hosted by Zero Basis Points.
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