Zero Basis Points

Zero Basis Points
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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.

  1. Episode 19: Crossing Streams

    19 FÉVR.

    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” won’t magically replace wealthtech, and what “agents” actually look like when they’re executing across systems, plus a lot more. A candid, no-spin conversation on what’s real, what’s hype, and what adoption looks like in practice.

    1 h 27 min
  2. Episode 18: Agentic, Actually

    4 FÉVR.

    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 by AI behind the scenes.

    59 min
  3. Episode 17: Merry Crypto Christmas

    2025-12-24

    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 Turnkey, to talk about his journey from athletics into financial services and what advisors need to understand about crypto in today’s wealth management landscape.

    54 min
  4. Episode 16: Agentic is Execution

    2025-12-18

    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 when it can actually execute and run workflows, removing manual work. The episode also explores how emerging crypto rails and tokenization could change how the industry operates sooner than expected.

    58 min
  5. Episode 15: Conquest of Trial-and-Error

    2025-11-26

    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 when you rebuild planning with open architecture and AI at the core. A sharp conversation about where the planning world is truly headed next.

    55 min
  6. Episode 14: AdviseAI Hangover

    2025-11-12

    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 takeaways from sessions and hallway conversations, and reflect on where AI in wealth management is headed next.

    48 min
  7. Episode 13: Make WealthTech Great Again

    2025-10-21

    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 who’s seen it all in wealthtech, from server rooms and CDs to the cloud era and now the rise of AI. Drawing on his experience at the leading firms, he shares what it takes to build technology that truly empowers advisors — and how AI and data ownership are set to define the next era of the industry.

    54 min
  8. Episode 12: Don't Call it a CRM

    2025-10-08

    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 note-takers, and how AI is reshaping the advisor workflow.

    36 min
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À propos

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.

Informations

  • Créateur
    Zero Basis Points
  • Années d’activité
    2025 - 2026
  • Épisodes
    19
  • Classement
    Contenu explicite
  • Copyright
    © Zero Basis Points
  • Site Web de l’émission
    Zero Basis Points