Episode 22
Everyone Wants a Piece of Your Stack
October 1, 2026
1h 4m
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.
Summary
In Episode 22 of Zero Basis Points, Haik Sahakyan and George Guidotti catch up on the latest conversations shaping wealth management, from major industry news and growth to the newest wave of AI tools.
They discuss what the Vanguard-Altruist deal could mean for the industry, why referrals and capacity matter for growth, and where AI creates real value today. The episode also explores Claude for Financial Services, why targeted wins may be more effective than broad AI rollouts, and the gap between insights and actual execution.
Key Topics Covered
- Vanguard + Altruist: tech grab or asset grab?
- What the Wealthies conversations revealed about the industry
- How referrals and relationships still drive growth in wealth management
- The role of automation in creating more capacity for advisors
- Where lead generation tools fall short
- Starting with one targeted AI win instead of trying to “boil the ocean”
- Claude for Financial Services: where it helps and where it doesn’t
- The difference between AI insights and real execution
- What broad AI platforms still miss about wealth management
- How AI hype can get ahead of what’s actually useful today
Timecode
00:00 Intro
01:16 George’s fitness update and the 225 goal
06:26 What lifting teaches you about pressure and progress
12:01 Vanguard + Altruist: tech grab or asset grab?
17:38 Can big firms actually integrate the tech they acquire?
20:02 Looking back at the Wealthies and KorScript’s win
23:09 Is Schwab competing with the advisors it serves?
26:36 How wealth management firms actually grow
30:10 Why referrals still beat lead gen
39:16 Why AI adoption should start with one targeted win
42:26 Claude for Financial Services: useful or overhyped?
48:32 Are advisors really under threat from Claude?
54:35 How much of the AI hype is actually real?
59:00 What TurboTax can teach us about AI disruption
1:01:55 Final thoughts and what’s next for Zero Basis Points
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights we couldn’t say on air.
Zero Basis Points
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Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2026 Zero Basis Points. All rights reserved.
Episode 22
Everyone Wants a Piece of Your Stack
October 1, 2026
1h 4m
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.
Summary
In Episode 22 of Zero Basis Points, Haik Sahakyan and George Guidotti catch up on the latest conversations shaping wealth management, from major industry news and growth to the newest wave of AI tools.
They discuss what the Vanguard-Altruist deal could mean for the industry, why referrals and capacity matter for growth, and where AI creates real value today. The episode also explores Claude for Financial Services, why targeted wins may be more effective than broad AI rollouts, and the gap between insights and actual execution.
Key Topics Covered
- Vanguard + Altruist: tech grab or asset grab?
- What the Wealthies conversations revealed about the industry
- How referrals and relationships still drive growth in wealth management
- The role of automation in creating more capacity for advisors
- Where lead generation tools fall short
- Starting with one targeted AI win instead of trying to “boil the ocean”
- Claude for Financial Services: where it helps and where it doesn’t
- The difference between AI insights and real execution
- What broad AI platforms still miss about wealth management
- How AI hype can get ahead of what’s actually useful today
Timecode
00:00 Intro
01:16 George’s fitness update and the 225 goal
06:26 What lifting teaches you about pressure and progress
12:01 Vanguard + Altruist: tech grab or asset grab?
17:38 Can big firms actually integrate the tech they acquire?
20:02 Looking back at the Wealthies and KorScript’s win
23:09 Is Schwab competing with the advisors it serves?
26:36 How wealth management firms actually grow
30:10 Why referrals still beat lead gen
39:16 Why AI adoption should start with one targeted win
42:26 Claude for Financial Services: useful or overhyped?
48:32 Are advisors really under threat from Claude?
54:35 How much of the AI hype is actually real?
59:00 What TurboTax can teach us about AI disruption
1:01:55 Final thoughts and what’s next for Zero Basis Points
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2026 Zero Basis Points. All rights reserved.
Episode 22
Everyone Wants a Piece of Your Stack
October 1, 2026
1h 4m
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.
Summary
In Episode 22 of Zero Basis Points, Haik Sahakyan and George Guidotti catch up on the latest conversations shaping wealth management, from major industry news and growth to the newest wave of AI tools.
They discuss what the Vanguard-Altruist deal could mean for the industry, why referrals and capacity matter for growth, and where AI creates real value today. The episode also explores Claude for Financial Services, why targeted wins may be more effective than broad AI rollouts, and the gap between insights and actual execution.
Key Topics Covered
- Vanguard + Altruist: tech grab or asset grab?
- What the Wealthies conversations revealed about the industry
- How referrals and relationships still drive growth in wealth management
- The role of automation in creating more capacity for advisors
- Where lead generation tools fall short
- Starting with one targeted AI win instead of trying to “boil the ocean”
- Claude for Financial Services: where it helps and where it doesn’t
- The difference between AI insights and real execution
- What broad AI platforms still miss about wealth management
- How AI hype can get ahead of what’s actually useful today
Timecode
00:00 Intro
01:16 George’s fitness update and the 225 goal
06:26 What lifting teaches you about pressure and progress
12:01 Vanguard + Altruist: tech grab or asset grab?
17:38 Can big firms actually integrate the tech they acquire?
20:02 Looking back at the Wealthies and KorScript’s win
23:09 Is Schwab competing with the advisors it serves?
26:36 How wealth management firms actually grow
30:10 Why referrals still beat lead gen
39:16 Why AI adoption should start with one targeted win
42:26 Claude for Financial Services: useful or overhyped?
48:32 Are advisors really under threat from Claude?
54:35 How much of the AI hype is actually real?
59:00 What TurboTax can teach us about AI disruption
1:01:55 Final thoughts and what’s next for Zero Basis Points
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2026 Zero Basis Points. All rights reserved.
Episode 22
Everyone Wants a Piece of Your Stack
October 1, 2026
1h 4m
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.
Summary
In Episode 22 of Zero Basis Points, Haik Sahakyan and George Guidotti catch up on the latest conversations shaping wealth management, from major industry news and growth to the newest wave of AI tools.
They discuss what the Vanguard-Altruist deal could mean for the industry, why referrals and capacity matter for growth, and where AI creates real value today. The episode also explores Claude for Financial Services, why targeted wins may be more effective than broad AI rollouts, and the gap between insights and actual execution.
Key Topics Covered
- Vanguard + Altruist: tech grab or asset grab?
- What the Wealthies conversations revealed about the industry
- How referrals and relationships still drive growth in wealth management
- The role of automation in creating more capacity for advisors
- Where lead generation tools fall short
- Starting with one targeted AI win instead of trying to “boil the ocean”
- Claude for Financial Services: where it helps and where it doesn’t
- The difference between AI insights and real execution
- What broad AI platforms still miss about wealth management
- How AI hype can get ahead of what’s actually useful today
Timecode
00:00 Intro
01:16 George’s fitness update and the 225 goal
06:26 What lifting teaches you about pressure and progress
12:01 Vanguard + Altruist: tech grab or asset grab?
17:38 Can big firms actually integrate the tech they acquire?
20:02 Looking back at the Wealthies and KorScript’s win
23:09 Is Schwab competing with the advisors it serves?
26:36 How wealth management firms actually grow
30:10 Why referrals still beat lead gen
39:16 Why AI adoption should start with one targeted win
42:26 Claude for Financial Services: useful or overhyped?
48:32 Are advisors really under threat from Claude?
54:35 How much of the AI hype is actually real?
59:00 What TurboTax can teach us about AI disruption
1:01:55 Final thoughts and what’s next for Zero Basis Points
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
we couldn’t say on air.
Zero Basis Points
Follow Zero Basis Points on your favourite platform.
Subscribe
Subscribe to get the latest episodes and exclusive content.
© 2026 Zero Basis Points. All rights reserved.