INFORMAZIONI SU QUESTO PODCAST 🔗
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.
Frequenza di aggiornamento:
monthly
Durata media dell'audio:
56 minutes
Inglese
Stati Uniti
23 episodi
da 27 Febbraio 2025
episodic
ULTIMO EPISODIO 🔗
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 t…
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Cerca gli episodi passati di Zero Basis Points.
EPISODI PRECEDENTI 🔗
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. The…
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 matter…
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 execu…
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’…
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 …
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 landscap…
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 wh…
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 w…
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…
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