Advisor Resource Hub
Everything you need as a financial advisor to support conversations around aging, estate planning, and life transitions.
Longevity Planning
Talk to a client about bQuest
Bring bQuest into a review or planning conversation. Intro decks, conversation starters, program overview.
Send to Clients
Hand clients something useful. Client landing page, flyers, the Care Compass email series.
Get better at bQuest
Sharpen how you use and position it. Advisor Guide, Best Practices, Communicating Value, Webinars.
Care Coordination
Support a client in a crisis
Get them help fast. Care Concierge consultation, caregiver conversation guides, act-now resources.
Support a client in a crisis
Get them help fast. Care Concierge consultation, caregiver conversation guides, act-now resources.

Providing bQuest is one of the most profound ways 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 announcing bQuest, planning with clients about longevity topics, or supporting clients in a crisis, we've got the resources and process to help you show up when it counts.
Your Roadmap to Success: Start Here
Learn how to Support Clients with bQuest
Read the Advisor Guide & watch the Intro Webinar below to learn how to easily integrate longevity planning and care coordination into your client services.
Announce bQuest to Clients
Let clients know you're providing bQuest using ready-to-use content in the Advisor Launch Kit. Include a link to the platform or direct them back to you for a high-touch experience.
Add Longevity Planning to Client Meetings
Add longevity planning and care coordination to your review meetings. Review "Client Conversation Starters" for tips on how to guide these conversations provide the "Planning Overview - Client Handout" and "Aging Well Guide".
Support Clients in Crisis
Use bQuest to refer clients to vetted service providers yourself using the bQuest Navigator, provide clients direct access to the platform, or connect them with Care Concierge for a personal touch.
Continue the Conversation
bQuest offers 8 webinars each year on a variety of aging care topics. Share the registration links, recordings and resources with your clients as a value-add.
bQuest Overview Webinar
This 30-minute webinar shows you how to use the bQuest platform in a variety of scenarios, as well as provides a brief overview of the variety of care topics you are now able to support clients through.
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Client Support Resources
Ready to refer a client to bQuest? Here are several helpful resources:
(Client Landing Page, Care Concierge, both links)
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