Zero Basis Points

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. They also share their take on Claude for Financial Services and why the real value of AI may come down to what it can actually get done.

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 matters, and what it will take for agentic workflows to work at enterprise scale. A candid look at where the industry is today and where it may be heading next.

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 execute real operational work. The episode also explores why firms need to rethink workflows instead of simply using AI to recreate the same manual processes faster.

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.

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. 

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 landscape.

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.

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.

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.

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.