--- title: Advisor Playbook Page - Merit --- [Skip to content](https://marketing.thebquest.com/advisor-playbook-page-merit#main-content) [![bQuest-Primary-Wordmark-Black](https://marketing.thebquest.com/hs-fs/hubfs/bQuest-Primary-Wordmark-Black.png?width=7560&height=4900&name=bQuest-Primary-Wordmark-Black.png "bQuest-Primary-Wordmark-Black")](https://www.thebquest.com/?hsLang=en) # Your bQuest Advisor Playbook # Providing bQuestis a *profound way you can demonstrate your commitment to showing up* for your clients during the most transformative and challenging parts of life. We know you care about your clients, and we care about making that as simple as possible for you. That's why we've provided an *easy-to-follow, proven process* for making the most of bQuest, establishing yourself as the planner who gets what matters most to your clients. Whether you're***helping** clients with longevity planning or supporting clients in a crisis*, we've got the resources and process to help you show up when it counts. Start with the step-by-step roadmap below. No video selected Select a video type in the sidebar. # Learn about bQuest ***When: 1st month of bQuest partnership | Duration to complete: \< 1 hour***  1. Read the**[Advisor Longevity Planning Guide](https://marketing.thebquest.com/hubfs/bQuest%20Advisor%20Longevity%20Planning%20Guide%20-%20Merit.pdf?hsLang=en).**     2\. Watch this **[1-min video preview](https://www.loom.com/share/ff09df13143f4bee839e2e15ffe9a6db)** to see what care-seekers view once they log on to bQuest and [**this 3-min demo**](https://www.loom.com/share/8fe5918bf41c43a2882cce9f3ea4a776) to learn how you can support them in real-time with the Care Navigator.  3. Bookmark this [**Care Seeker Landing Page,**](https://marketing.thebquest.com/care-seeker-landing-page?hsLang=en)which includes access to all bQuest services your clients may need. ***It's that easy. You're ready to support your clients in more meaningful ways than ever before.***  ![Circle Graphic Background Edit](https://marketing.thebquest.com/hs-fs/hubfs/Circle%20Graphic%20Background%20Edit.png?width=500&height=500&name=Circle%20Graphic%20Background%20Edit.png) --- # Launch & Use bQuest ![Stacked Framework Steps Graphic](https://marketing.thebquest.com/hs-fs/hubfs/Stacked%20Framework%20Steps%20Graphic.png?width=900&height=900&name=Stacked%20Framework%20Steps%20Graphic.png) Integrate into Client Meetings # Longevity Planning ***When: During client meetings***  1.Review the [**Advisor Longevity Planning Guide**](https://marketing.thebquest.com/hubfs/bQuest%20Advisor%20Longevity%20Planning%20Guide%20-%20Merit.pdf?hsLang=en), particularly the Advisor Framework on page 6.  2\. Add Longevity Planning to your recurring client meetings by sharing the **Longevity Readiness Assessment** with clients:  \- Before your client meeting as pre-work \- As an action item during your meeting \- As a follow-up after your meeting 3\. Review assessment results if client opted to share. Direct them to focus on their top two areas for growth, as identified in the personalized action plan.  4\. Update cost projections when clients have known needs using the bQuest **Cost Calculator.**  --- Support Clients in Real-Time # Care Planning & Care Concierge ***When: When client needs arise*** 1\. Refer clients in need to the **[bQuest Navigator](https://app.thebquest.com/care-navigator)** and provide them with**[this 1-page overview](https://marketing.thebquest.com/hubfs/Care%20Navigator%201-Pager.pdf?hsLang=en).** Learn how to walk your client through the Navigator with the [**Care Guide demo.**](https://www.loom.com/share/8fe5918bf41c43a2882cce9f3ea4a776) 2\. For clients who would like 1:1 human support, refer them to the [**Care Concierge**](https://app.thebquest.com/dashboard/financial-advisor) program (extra fee applies - either [advisor-sponsored](https://marketing.thebquest.com/hubfs/Care%20Concierge%201-Pager%20(Sponsored)%20-%20Merit.pdf?hsLang=en) or [client-paid](https://marketing.thebquest.com/hubfs/Care%20Concierge%201-Pager%20(Self-Pay)%20-%20Merit.pdf?hsLang=en)). Share the booking link [**here.**](https://calendly.com/d/cxtk-3j8-9qp/bquest-care-concierge-consultation-summary-350) ![Copy of Stacked Framework Steps Graphic](https://marketing.thebquest.com/hs-fs/hubfs/Copy%20of%20Stacked%20Framework%20Steps%20Graphic.png?width=1000&height=1000&name=Copy%20of%20Stacked%20Framework%20Steps%20Graphic.png) --- Prospect with the # Advisor Accelerator ***When: In conjunction with your marketing plan*** Use the**[Advisor Accelerator,](https://marketing.thebquest.com/advisor-accelerator-assets?hsLang=en)**a complete prospecting toolkit to help you go beyond the portfolio and show up when it matters most. The Accelerator includes ready-to-use email sequences, social media posts and graphics, and expert webinar content, so you can spend less time creating and more time connecting. ![Advisor Accelerator](https://marketing.thebquest.com/hs-fs/hubfs/Untitled%20design-1.png?width=800&height=800&name=Untitled%20design-1.png) --- WANT TO DIVE DEEPER? ## bQuest Webinar Series Watch your email for upcoming webinars that relate to your client needs. See our [**2026 Webinar Series Overview**](https://marketing.thebquest.com/hubfs/bQuest%202026%20Webinar%20Series-Jul-08-2026-03-53-44-1989-PM-1.pdf?hsLang=en) or view or share [**past webinars**](https://marketing.thebquest.com/bquest_recorded_webinars?hsLang=en). ![Gemini\_Generated\_Image\_xr6a99xr6a99xr6a](https://marketing.thebquest.com/hs-fs/hubfs/Gemini_Generated_Image_xr6a99xr6a99xr6a.jpg?width=320&height=178&name=Gemini_Generated_Image_xr6a99xr6a99xr6a.jpg)     ### bQuest Resource Hub Read, listen or watch care content on the **[bQuest Resource Hub](https://app.thebquest.com/resources),** a knowledge library exclusively compiled from vetted bQuest providers and partners.  [GET STARTED](https://app.thebquest.com/) ## Have Questions about bQuest? 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