Episode 3: The Good, The Bad, and The Bullsh*t
March 13, 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
Episode 3 of Zero Basis Points brings Haik and George into a grounded look at what T3 revealed about the industry. Haik notes how AI moved from novelty to expectation, with firms asking concrete questions about data, workflows, and real use cases rather than theory. George adds perspective from years in CRM and implementations, explaining why migrations are more manageable than advisors assume and why practical, focused tools often outperform complex platforms. They also revisit the surge in AI note-taking solutions and how much value these tools actually deliver. The conversation points to a clear shift: WealthTech firms are becoming more discerning, and real, working software is finally taking priority over buzz.
Key Topics Covered
- How T3 revealed a major shift in AI maturity across WealthTech
- Why firms are finally asking practical AI questions instead of conceptual ones
- The real reason CRM migrations aren’t as painful as advisors assume
- When simple, purpose-built CRMs outperform heavyweight platforms
- The limits of AI note-taking tools and where transcription actually helps
- Why most WealthTech demos fail: slides instead of working product
- The hidden operational bottlenecks no one sees until AI exposes them
- What firms now expect from vendors as AI moves into production, not theory
Timecode
00:00 Opening the episode and first impressions from T3
01:59 What changed on the exhibit floor and how AI reshaped conversations
04:07 Conference pressure, travel chaos, and why in-person still energizes
07:06 Market Council vs T3 and where real decision-makers gather
10:31 Microsoft’s Copilot pitch and the limits of generic CRM thinking
16:22 Data fragmentation, CRM bottlenecks, and the case for purpose-built systems
23:27 The reality of CRM migrations and why switching isn’t as painful as feared
27:49 AI note-taking tools and the debate over transcription vs actionable notes
36:14 How advisors over-index on notes and underuse true workflow triggers
53:09 Public speaking, confidence, and closing thoughts on what’s next
Never Miss an Episode
Subscribe for episode drops, behind-the-scenes notes, and insights
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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 3: The Good, The Bad, and The Bullsh*t
March 13, 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
Episode 3 of Zero Basis Points brings Haik and George into a grounded look at what T3 revealed about the industry. Haik notes how AI moved from novelty to expectation, with firms asking concrete questions about data, workflows, and real use cases rather than theory. George adds perspective from years in CRM and implementations, explaining why migrations are more manageable than advisors assume and why practical, focused tools often outperform complex platforms. They also revisit the surge in AI note-taking solutions and how much value these tools actually deliver. The conversation points to a clear shift: WealthTech firms are becoming more discerning, and real, working software is finally taking priority over buzz.
Key Topics Covered
- How T3 revealed a major shift in AI maturity across WealthTech
- Why firms are finally asking practical AI questions instead of conceptual ones
- The real reason CRM migrations aren’t as painful as advisors assume
- When simple, purpose-built CRMs outperform heavyweight platforms
- The limits of AI note-taking tools and where transcription actually helps
- Why most WealthTech demos fail: slides instead of working product
- The hidden operational bottlenecks no one sees until AI exposes them
- What firms now expect from vendors as AI moves into production, not theory
Timecode
00:00 Opening the episode and first impressions from T3
01:59 What changed on the exhibit floor and how AI reshaped conversations
04:07 Conference pressure, travel chaos, and why in-person still energizes
07:06 Market Council vs T3 and where real decision-makers gather
10:31 Microsoft’s Copilot pitch and the limits of generic CRM thinking
16:22 Data fragmentation, CRM bottlenecks, and the case for purpose-built systems
23:27 The reality of CRM migrations and why switching isn’t as painful as feared
27:49 AI note-taking tools and the debate over transcription vs actionable notes
36:14 How advisors over-index on notes and underuse true workflow triggers
53:09 Public speaking, confidence, and closing thoughts on 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 3: The Good, The Bad, and The Bullsh*t
March 13, 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
Episode 3 of Zero Basis Points brings Haik and George into a grounded look at what T3 revealed about the industry. Haik notes how AI moved from novelty to expectation, with firms asking concrete questions about data, workflows, and real use cases rather than theory. George adds perspective from years in CRM and implementations, explaining why migrations are more manageable than advisors assume and why practical, focused tools often outperform complex platforms. They also revisit the surge in AI note-taking solutions and how much value these tools actually deliver. The conversation points to a clear shift: WealthTech firms are becoming more discerning, and real, working software is finally taking priority over buzz.
Key Topics Covered
- How T3 revealed a major shift in AI maturity across WealthTech
- Why firms are finally asking practical AI questions instead of conceptual ones
- The real reason CRM migrations aren’t as painful as advisors assume
- When simple, purpose-built CRMs outperform heavyweight platforms
- The limits of AI note-taking tools and where transcription actually helps
- Why most WealthTech demos fail: slides instead of working product
- The hidden operational bottlenecks no one sees until AI exposes them
- What firms now expect from vendors as AI moves into production, not theory
Timecode
00:00 Opening the episode and first impressions from T3
01:59 What changed on the exhibit floor and how AI reshaped conversations
04:07 Conference pressure, travel chaos, and why in-person still energizes
07:06 Market Council vs T3 and where real decision-makers gather
10:31 Microsoft’s Copilot pitch and the limits of generic CRM thinking
16:22 Data fragmentation, CRM bottlenecks, and the case for purpose-built systems
23:27 The reality of CRM migrations and why switching isn’t as painful as feared
27:49 AI note-taking tools and the debate over transcription vs actionable notes
36:14 How advisors over-index on notes and underuse true workflow triggers
53:09 Public speaking, confidence, and closing thoughts on 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 3: The Good, The Bad, and The Bullsh*t
March 13, 2025
58 mins
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.
Summary
Episode 3 of Zero Basis Points brings Haik and George into a grounded look at what T3 revealed about the industry. Haik notes how AI moved from novelty to expectation, with firms asking concrete questions about data, workflows, and real use cases rather than theory. George adds perspective from years in CRM and implementations, explaining why migrations are more manageable than advisors assume and why practical, focused tools often outperform complex platforms. They also revisit the surge in AI note-taking solutions and how much value these tools actually deliver. The conversation points to a clear shift: WealthTech firms are becoming more discerning, and real, working software is finally taking priority over buzz.
Key Topics Covered
- How T3 revealed a major shift in AI maturity across WealthTech
- Why firms are finally asking practical AI questions instead of conceptual ones
- The real reason CRM migrations aren’t as painful as advisors assume
- When simple, purpose-built CRMs outperform heavyweight platforms
- The limits of AI note-taking tools and where transcription actually helps
- Why most WealthTech demos fail: slides instead of working product
- The hidden operational bottlenecks no one sees until AI exposes them
- What firms now expect from vendors as AI moves into production, not theory
Timecode
00:00 Opening the episode and first impressions from T3
01:59 What changed on the exhibit floor and how AI reshaped conversations
04:07 Conference pressure, travel chaos, and why in-person still energizes
07:06 Market Council vs T3 and where real decision-makers gather
10:31 Microsoft’s Copilot pitch and the limits of generic CRM thinking
16:22 Data fragmentation, CRM bottlenecks, and the case for purpose-built systems
23:27 The reality of CRM migrations and why switching isn’t as painful as feared
27:49 AI note-taking tools and the debate over transcription vs actionable notes
36:14 How advisors over-index on notes and underuse true workflow triggers
53:09 Public speaking, confidence, and closing thoughts on 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.