Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.70 CPD Pts
Complete the quiz to earn 0.70 CPD Points
Podcast
AdviceTech Podcast 113 – BePrepared
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.70 CPD points.
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1. What is the primary purpose of the BePrepared digital vault?
2. What key feature of the BePrepared platform enhances the client-advisor relationship?
3. How does BePrepared ensure compliance with data security regulations?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
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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