Produced By: Ensombl
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