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New to bQuest? Start here.

5-step roadmap for getting set up.

Proactive

Longevity Planning

Planning ahead with clients — before anything's urgent

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.

Help Needed Now

Care Coordination

A client is facing a care decision or crisis and needs support today.

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.

New to bQuest? Start Here

5-step roadmap for getting set up.

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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

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Step 1

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.

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Step 2

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. 

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Step 3

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".  

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Step 4

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. 

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Step 5

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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The big mission behind Education

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Our work values

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Commitment

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Accessibility

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Openness

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Innovation

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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) 

Will update if we like this

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