Episode 6: The Masters of Your Tech Stack
April 28, 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 Six of Zero Basis Points jumps from Masters Week chaos into an even wilder week in the markets, with tariffs, volatility, and advisors feeling the heat. Haik and George dig into why tokenization suddenly matters, how real-world assets could move on chain, and why every advisor should at least understand wallets, stablecoins, and basic on-chain flow. The conversation then pivots to fitness and discipline — and how pushing through discomfort applies just as much to markets and career as it does to cardio. Haik walks through the shift toward AI-native architecture and why owning your data is becoming non-negotiable. The episode closes with a clear message: firms that experiment, adopt early, and stay uncomfortable will be the ones that win in WealthTech’s next chapter.
Key Topics Covered
- Why tokenization is gaining momentum and what it actually changes for advisors
- How real-world assets move on-chain and why wallets may replace brokerage accounts
- What stablecoins and blockchain rails fix in today’s outdated payment systems
- Why advisors should understand basic on-chain flows, wallets, and transfers
- How AI-native architecture shifts firms away from legacy SaaS and toward true data ownership
- Why clean, structured data is the foundation for any real AI or automation
Timecode
00:00 Masters week, golf distractions, and industry buzz
04:10 Big moves in tokenization and crypto adoption
09:46 Stablecoins and the future of payments
11:43 Bitcoin, financial systems, and shifting regulations
15:20 Fitness updates and accountability in life
24:00 How fitness discipline applies to growing an advisory business
27:59 Why owning your firm’s data is a game-changer
28:56 The real problems with messy data in wealth management
33:22 How AI is reshaping WealthTech (ARQA’s case)
37:46 Automating data ingestion and reconciliation with AI
45:10 Why clean data is key to scaling your firm
51:42 Using AI for quick insights, research, and workflows
53:30 How owning your data boosts firm valuation
57:10 Final thoughts on WealthTech, AI, and staying ahead
Never Miss an Episode
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On-air archive
Featured episodes
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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 6: The Masters of Your Tech Stack
April 28, 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 Six of Zero Basis Points jumps from Masters Week chaos into an even wilder week in the markets, with tariffs, volatility, and advisors feeling the heat. Haik and George dig into why tokenization suddenly matters, how real-world assets could move on chain, and why every advisor should at least understand wallets, stablecoins, and basic on-chain flow. The conversation then pivots to fitness and discipline — and how pushing through discomfort applies just as much to markets and career as it does to cardio. Haik walks through the shift toward AI-native architecture and why owning your data is becoming non-negotiable. The episode closes with a clear message: firms that experiment, adopt early, and stay uncomfortable will be the ones that win in WealthTech’s next chapter.
Key Topics Covered
- Why tokenization is gaining momentum and what it actually changes for advisors
- How real-world assets move on-chain and why wallets may replace brokerage accounts
- What stablecoins and blockchain rails fix in today’s outdated payment systems
- Why advisors should understand basic on-chain flows, wallets, and transfers
- How AI-native architecture shifts firms away from legacy SaaS and toward true data ownership
- Why clean, structured data is the foundation for any real AI or automation
Timecode
00:00 Masters week, golf distractions, and industry buzz
04:10 Big moves in tokenization and crypto adoption
09:46 Stablecoins and the future of payments
11:43 Bitcoin, financial systems, and shifting regulations
15:20 Fitness updates and accountability in life
24:00 How fitness discipline applies to growing an advisory business
27:59 Why owning your firm’s data is a game-changer
28:56 The real problems with messy data in wealth management
33:22 How AI is reshaping WealthTech (ARQA’s case)
37:46 Automating data ingestion and reconciliation with AI
45:10 Why clean data is key to scaling your firm
51:42 Using AI for quick insights, research, and workflows
53:30 How owning your data boosts firm valuation
57:10 Final thoughts on WealthTech, AI, and staying ahead
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 6: The Masters of Your Tech Stack
April 28, 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 Six of Zero Basis Points jumps from Masters Week chaos into an even wilder week in the markets, with tariffs, volatility, and advisors feeling the heat. Haik and George dig into why tokenization suddenly matters, how real-world assets could move on chain, and why every advisor should at least understand wallets, stablecoins, and basic on-chain flow. The conversation then pivots to fitness and discipline — and how pushing through discomfort applies just as much to markets and career as it does to cardio. Haik walks through the shift toward AI-native architecture and why owning your data is becoming non-negotiable. The episode closes with a clear message: firms that experiment, adopt early, and stay uncomfortable will be the ones that win in WealthTech’s next chapter.
Key Topics Covered
- Why tokenization is gaining momentum and what it actually changes for advisors
- How real-world assets move on-chain and why wallets may replace brokerage accounts
- What stablecoins and blockchain rails fix in today’s outdated payment systems
- Why advisors should understand basic on-chain flows, wallets, and transfers
- How AI-native architecture shifts firms away from legacy SaaS and toward true data ownership
- Why clean, structured data is the foundation for any real AI or automation
Timecode
00:00 Masters week, golf distractions, and industry buzz
04:10 Big moves in tokenization and crypto adoption
09:46 Stablecoins and the future of payments
11:43 Bitcoin, financial systems, and shifting regulations
15:20 Fitness updates and accountability in life
24:00 How fitness discipline applies to growing an advisory business
27:59 Why owning your firm’s data is a game-changer
28:56 The real problems with messy data in wealth management
33:22 How AI is reshaping WealthTech (ARQA’s case)
37:46 Automating data ingestion and reconciliation with AI
45:10 Why clean data is key to scaling your firm
51:42 Using AI for quick insights, research, and workflows
53:30 How owning your data boosts firm valuation
57:10 Final thoughts on WealthTech, AI, and staying ahead
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 6: The Masters of Your Tech Stack
April 28, 2025
1 h 7 m
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.
Summary
Episode Six of Zero Basis Points jumps from Masters Week chaos into an even wilder week in the markets, with tariffs, volatility, and advisors feeling the heat. Haik and George dig into why tokenization suddenly matters, how real-world assets could move on chain, and why every advisor should at least understand wallets, stablecoins, and basic on-chain flow. The conversation then pivots to fitness and discipline — and how pushing through discomfort applies just as much to markets and career as it does to cardio. Haik walks through the shift toward AI-native architecture and why owning your data is becoming non-negotiable. The episode closes with a clear message: firms that experiment, adopt early, and stay uncomfortable will be the ones that win in WealthTech’s next chapter.
Key Topics Covered
- Why tokenization is gaining momentum and what it actually changes for advisors
- How real-world assets move on-chain and why wallets may replace brokerage accounts
- What stablecoins and blockchain rails fix in today’s outdated payment systems
- Why advisors should understand basic on-chain flows, wallets, and transfers
- How AI-native architecture shifts firms away from legacy SaaS and toward true data ownership
- Why clean, structured data is the foundation for any real AI or automation
Timecode
00:00 Masters week, golf distractions, and industry buzz
04:10 Big moves in tokenization and crypto adoption
09:46 Stablecoins and the future of payments
11:43 Bitcoin, financial systems, and shifting regulations
15:20 Fitness updates and accountability in life
24:00 How fitness discipline applies to growing an advisory business
27:59 Why owning your firm’s data is a game-changer
28:56 The real problems with messy data in wealth management
33:22 How AI is reshaping WealthTech (ARQA’s case)
37:46 Automating data ingestion and reconciliation with AI
45:10 Why clean data is key to scaling your firm
51:42 Using AI for quick insights, research, and workflows
53:30 How owning your data boosts firm valuation
57:10 Final thoughts on WealthTech, AI, and staying ahead
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.