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.

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 Haik Sahakyan, George Guidotti, and guest Craig Uhlenkott together for a candid look at how wealthtech has evolved — and where it’s heading next. With 25+ years in the industry, Craig shares what actually makes advisor-focused technology work and why data ownership and AI will drive the next phase of innovation.

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.

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. Together, they explore how AI is reshaping workflows, why adoption starts with the unglamorous bottlenecks, and what lies ahead for wealth management.

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 management. A defining moment for the podcast and the journey ahead.

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 Wealth Snap addresses key gaps in advisor tech, why the best innovations often start small, and why saving time alone isn’t enough—great software should empower and inspire advisors.

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 strong data foundation is essential and why you simply can’t AI your way out of bad data.

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. Haik shares insights on how ARQA is developing AI-native infrastructure, while George reflects on the growing role of AI in simplifying wealth management tasks.

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 automation. Haik shares a behind-the-scenes look at how ARQA is helping build AI-native infrastructures, while George offers firsthand insights on how advisors are adapting to rising client demands and market pressure.

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 to stay sharp when the ground keeps moving.

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 choosing the right software in wealth management and discuss whether it’s better to go all-in-one or best-in-breed.

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 transition, and more.

In the first episode of Zero Basis Points, hosts Haik Sahakyan and George Guidotti delve into the complexities of the wealth management industry, exploring the evolution of technology, the challenges of data management, and the value of their podcast as a platform for discussion.