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Hosted by Haik Sahakyan and George · 🇺🇸 US · EN · 20 episodes
Established thought leaders with verified media credentials.
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.
Haik Sahakyan and George hosts Zero Basis Points, a business show with 20 episodes published.
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
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
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 com
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
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
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 ev
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
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 techno
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 Ma
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 Ma
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. Toget
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 manag
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 Wea
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
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.
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 au
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 t
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
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.
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 tr
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Zero Basis Points is hosted by Haik Sahakyan and George. The show is categorised under business (investing) and has published 20 episodes.
Zero Basis Points has published 20 episodes.
Zero Basis Points regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Zero Basis Points average 54 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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