Episode 15: Conquest of Trial-and-Error

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.

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.

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 landscape.

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.

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.