Episode 10: One of Us. One of Us.
August 6, 2025
52 mins
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.
Summary
In Episode 10 of Zero Basis Points, Haik Sahakyan and George Guidotti talk about George joining the ARQA team and reflect on how quickly their thinking around AI has been shifting. They walk through how conversations about AI can change week to week, why the move from simple summaries to agentic workflows feels significant, and how showing advisors what actually works creates energy inside a firm. The episode offers an honest look at this moment of change for George and how both ARQA and the advisor community are approaching AI right now.
Key Topics Covered
- George joining the ARQA team
- How quickly Haik and George’s views on AI are evolving
- Why agentic workflows feel different from early AI tools
- How advisors react when they see AI workflows actually working
Timecode
00:00 Intro & Celebrating Episode 10
01:17 Fitness & Routines Update
09:11 Summer Building Mode
10:38 Big News: George Joins ARQA
12:46 The Power of Agentic AI
18:28 Building Domain-Specific AI That Works
24:18 Rethinking AI Adoption in Financial Firms
28:10 Building Software That Inspires
33:12 Solving for RIAs to Enterprises
38:25 Crypto, Validation & Staying Ahead
41:20 Final Thoughts & What's Next
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Conquest of Trial-and-Error
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.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 10: One of Us. One of Us.
August 6, 2025
52 mins
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.
Summary
In Episode 10 of Zero Basis Points, Haik Sahakyan and George Guidotti talk about George joining the ARQA team and reflect on how quickly their thinking around AI has been shifting. They walk through how conversations about AI can change week to week, why the move from simple summaries to agentic workflows feels significant, and how showing advisors what actually works creates energy inside a firm. The episode offers an honest look at this moment of change for George and how both ARQA and the advisor community are approaching AI right now.
Key Topics Covered
- George joining the ARQA team
- How quickly Haik and George’s views on AI are evolving
- Why agentic workflows feel different from early AI tools
- How advisors react when they see AI workflows actually working
Timecode
00:00 Intro & Celebrating Episode 10
01:17 Fitness & Routines Update
09:11 Summer Building Mode
10:38 Big News: George Joins ARQA
12:46 The Power of Agentic AI
18:28 Building Domain-Specific AI That Works
24:18 Rethinking AI Adoption in Financial Firms
28:10 Building Software That Inspires
33:12 Solving for RIAs to Enterprises
38:25 Crypto, Validation & Staying Ahead
41:20 Final Thoughts & What's Next
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
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.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 10: One of Us. One of Us.
August 6, 2025
52 mins
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.
Summary
In Episode 10 of Zero Basis Points, Haik Sahakyan and George Guidotti talk about George joining the ARQA team and reflect on how quickly their thinking around AI has been shifting. They walk through how conversations about AI can change week to week, why the move from simple summaries to agentic workflows feels significant, and how showing advisors what actually works creates energy inside a firm. The episode offers an honest look at this moment of change for George and how both ARQA and the advisor community are approaching AI right now.
Key Topics Covered
- George joining the ARQA team
- How quickly Haik and George’s views on AI are evolving
- Why agentic workflows feel different from early AI tools
- How advisors react when they see AI workflows actually working
Timecode
00:00 Intro & Celebrating Episode 10
01:17 Fitness & Routines Update
09:11 Summer Building Mode
10:38 Big News: George Joins ARQA
12:46 The Power of Agentic AI
18:28 Building Domain-Specific AI That Works
24:18 Rethinking AI Adoption in Financial Firms
28:10 Building Software That Inspires
33:12 Solving for RIAs to Enterprises
38:25 Crypto, Validation & Staying Ahead
41:20 Final Thoughts & What's Next
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
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.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.
Episode 10: One of Us. One of Us.
August 6, 2025
44 mins
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.
Summary
In Episode 10 of Zero Basis Points, Haik Sahakyan and George Guidotti talk about George joining the ARQA team and reflect on how quickly their thinking around AI has been shifting. They walk through how conversations about AI can change week to week, why the move from simple summaries to agentic workflows feels significant, and how showing advisors what actually works creates energy inside a firm. The episode offers an honest look at this moment of change for George and how both ARQA and the advisor community are approaching AI right now.
Key Topics Covered
- George joining the ARQA team
- How quickly Haik and George’s views on AI are evolving
- Why agentic workflows feel different from early AI tools
- How advisors react when they see AI workflows actually working
Timecode
00:00 Intro & Celebrating Episode 10
01:17 Fitness & Routines Update
09:11 Summer Building Mode
10:38 Big News: George Joins ARQA
12:46 The Power of Agentic AI
18:28 Building Domain-Specific AI That Works
24:18 Rethinking AI Adoption in Financial Firms
28:10 Building Software That Inspires
33:12 Solving for RIAs to Enterprises
38:25 Crypto, Validation & Staying Ahead
41:20 Final Thoughts & What's Next
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
On-air archive
Featured episodes
See All Episodes
Conquest of Trial-and-Error
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.
15
AdviseAI Hangover
In this episode, Haik Sahakyan and George Guidotti share their insights on what really stood out at Advise AI.
14
Make WealthTech Open Again
Episode 13 brings our first guest, Craig Uhlenkott, for a candid conversation on the evolution, current challenges, and future of wealth management technology.
13
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2025 Zero Basis Points. All rights reserved.