AdviceTech Podcast 113 – BePrepared

Produced By: Ensombl

Earn 0.70 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.70 CPD Pts

Complete the quiz to earn 0.70 CPD Points

Quiz

Podcast

AdviceTech Podcast 113 – BePrepared

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.70 CPD points.

1. What is the primary purpose of the BePrepared digital vault?

To promote financial products
To securely manage and distribute digital assets after death
To replace traditional wills entirely

2. What key feature of the BePrepared platform enhances the client-advisor relationship?

Automated annual client outreach
Unlimited financial consultations
Directly generating financial returns

3. How does BePrepared ensure compliance with data security regulations?

By offering free cybersecurity training to advisors
By storing all data in local jurisdictions and using military-grade encryption
By requiring manual approvals for all client actions

Details

In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing clients’ digital assets and estate planning. They discuss the platform’s features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency.

Accreditation Points Allocation:

0.30 Technical Competence

0.20 Client Care and Practice

0.10 Regulatory Compliance and Consumer Protection

0.10 Professionalism and Ethics

Total CPD Points: 0.70

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 113 – BePrepared

Podcast

AdviceTech Podcast 113 – BePrepared

Quiz

Details

Learning Outcomes

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