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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.
Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/ BePrepared Website: https://www.bepreparedapp.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode