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Zero Basis Points
Zero Basis Points
17 episodes
2 weeks ago
Zero Basis Points is a no-BS fintech and wealth management podcast hosted by Haik Sahakyan and George Guidotti. We cut through the noise to discuss the real challenges and opportunities in wealth management—without the fluff.
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Investing
Business
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All content for Zero Basis Points is the property of Zero Basis Points and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Zero Basis Points is a no-BS fintech and wealth management podcast hosted by Haik Sahakyan and George Guidotti. We cut through the noise to discuss the real challenges and opportunities in wealth management—without the fluff.
Show more...
Investing
Business
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Episode 15: Conquest of Trial-and-Error
Zero Basis Points
54 minutes 41 seconds
1 month ago
Episode 15: Conquest of Trial-and-Error

In Episode 15 of Zero Basis Points, 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. A sharp conversation about where the planning world is truly headed next.

Zero Basis Points
Zero Basis Points is a no-BS fintech and wealth management podcast hosted by Haik Sahakyan and George Guidotti. We cut through the noise to discuss the real challenges and opportunities in wealth management—without the fluff.