When: 1st month of bQuest partnership | Duration to complete: 3 hours

1. Let clients know you now offer care and longevity support using ready-to-use content in the Client Launch Kit.

2. Share this Care Seeker Landing Page link with clients, which includes access to: the bQuest platform, a Care Concierge link, a care-centered webinar series registration, and The Care Compass (an 18-week educational email series).

3. Watch this short video preview to see what care-seekers view once they log on to bQuest. 

When: During client meetings 

1. Use the Advisor Conversation Guide to prepare for client conversations about longevity planning.  

2. Add Longevity Planning to your recurring client meetings by sharing the Longevity Readiness Assessment with clients. Learn more about the readiness assessment in this Video Demo.  

3. Update cost projections when clients have known needs using the bQuest Cost Calculator. 

When: When client needs arise

1. Use the Advisor Conversation Guide for scripts and best practices on care conversations. Download the Client Meeting Resources mentioned in the guide, including the Getting Started w/ the Care Coordination Platform Overview, Client Slide Deck, Aging Well Guide, and Care Concierge Overview (Self-Pay or Firm-Sponsored).

2. Refer clients in need to the bQuest Navigator.  Learn how to walk your client through the Navigator with the Care Guide demo.  

3. For clients who would like 1:1 human support, refer them to the Care Concierge program (extra fee applies - either firm-sponsored or client-paid).

When: In conjunction with your marketing plan

Use the Advisor Accelerator, 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.