JJRR 135 What is the estate planning access gap and how to close it - with Dan Beech
#archively #estateplanning #jimjimsreinventionrevolution Dan Beech is a seasoned executive, investor and operator who started his career studying finance in college at age 16. Listen to JJRR 135 as Dan shares how losing his $30M annual revenue real estate business in the 2008 financial crisis led him to working with Ultra High Net Worth clients and identifying what he calls the estate planning access gap. Now the founder of Archively, Dan is working to modernize, secure and close the access gap for all levels of estate planning. https://archively.com/ https://beechwerks.com/ https://www.milemethod.com/?via=james https://magicmind.superfiliate.com/JIMCIRILLO https://ko-fi.com/jimjim99 jimjim99 | Twitter, Instagram, Facebook | Linktree 07:09s What is Archively.com / continuity access? 09:02s People do the planning but there is an access gap 11:50s What happens when family is not co-located? 15:02s Building Archively on blockchain using contemporary tech solutions 17:52s How death / emergency notices get communicated and how access is permitted 22:09s Storing documents including multimedia with heartbeat check-in 26:44s Distributed key access for high security / high profile client requirements 30:01s Launching Archively through state planning attorneys 34:00s Studying finance in college at age 16 36:45s Growing a real estate business to $30M in annual sales 39:38s Losing everything during the 2008 financial crisis 41:30s Finding wealth management and discovering estate planning challenges 45:30s Never give up! 48:07s Solving anxiety with planning / stage gate planning Enjoy the episode? Share with friends! Subscribe in Spotify, Apple or Google Podcasts! https://www.jimjimsreinventionrevolution.com/resources jimjim99 | Twitter, Instagram, Spotify, Facebook | Linktree https://ko-fi.com/jimjim99
