--- title: "Advisor Resource Hub: Advisor Activation Kit" --- [Skip to content](https://marketing.thebquest.com/advisor-resource-hub-advisor-activation-kit#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 *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. Start with the step-by-step roadmap below. ![ba9c7487-91bb-4acf-96e0-865d49498dd4](https://marketing.thebquest.com/hubfs/ba9c7487-91bb-4acf-96e0-865d49498dd4.png "ba9c7487-91bb-4acf-96e0-865d49498dd4") ![Road to Success FP Onboarding(1)](https://marketing.thebquest.com/hubfs/Road%20to%20Success%20FP%20Onboarding(1).png "Road to Success FP Onboarding(1)") STEP 1 # Communicate bQuest to Clients ***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.**](https://drive.google.com/drive/folders/1_U6wqhop4HpkjrZGR4Gfu8RWBmpU9e6d?usp=drive_link) 2\. Share this [**Care Seeker Landing Page**](https://marketing.thebquest.com/care-seeker-landing-page?hsLang=en) link with clients, which includes access to: the bQuest platform, a Care Concierge link, a care-centered webinar series registration, and *[The Care Compass](https://marketing.thebquest.com/hubfs/bQuest%20The%20Care%20Compass%20Educational%20Series%20Overview.pdf?hsLang=en) (*an 18-week educational email series). 3\. Watch this **[short video preview](https://www.loom.com/share/a8cb5b79503047a1b414b2377cf881d8)** to see what care-seekers view once they log on to bQuest.  ![AdvisorDesk](https://marketing.thebquest.com/hs-fs/hubfs/AdvisorDesk.png?width=1536&height=1024&name=AdvisorDesk.png) ![ChatGPT Image Feb 16, 2026, 11\_09\_13 AM](https://marketing.thebquest.com/hs-fs/hubfs/ChatGPT%20Image%20Feb%2016%2c%202026%2c%2011_09_13%20AM.png?width=1536&height=1024&name=ChatGPT%20Image%20Feb%2016%2c%202026%2c%2011_09_13%20AM.png) STEP 2 # Add Longevity Planning to Client Meetings ***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. ** STEP 3 # Support Clients with Care Planning ***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](https://marketing.thebquest.com/hubfs/bQ_OverviewSlides-1pdf.pdf?hsLang=en), 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). ![ChatGPT Image May 6, 2026, 11\_09\_58 AM](https://marketing.thebquest.com/hs-fs/hubfs/ChatGPT%20Image%20May%206%2c%202026%2c%2011_09_58%20AM.png?width=1401&height=1123&name=ChatGPT%20Image%20May%206%2c%202026%2c%2011_09_58%20AM.png) ![ChatGPT Image Jul 1, 2026, 04\_50\_55 PM](https://marketing.thebquest.com/hs-fs/hubfs/ChatGPT%20Image%20Jul%201%2c%202026%2c%2004_50_55%20PM.png?width=1536&height=1024&name=ChatGPT%20Image%20Jul%201%2c%202026%2c%2004_50_55%20PM.png) STEP 4 # Learn More with Client & Advisor Education ***When: Ongoing *** 1\. 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).  2\. 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.  STEP 5 # Prospect with 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.  ![ChatGPT Image Jul 31, 2026, 05\_03\_53 PM](https://marketing.thebquest.com/hs-fs/hubfs/ChatGPT%20Image%20Jul%2031%2c%202026%2c%2005_03_53%20PM.png?width=1536&height=1024&name=ChatGPT%20Image%20Jul%2031%2c%202026%2c%2005_03_53%20PM.png) ## Have Questions about bQuest? ### Book a Call Schedule a 15-minute session during advisor office hours for personalized support and guidance.  [Schedule here](https://calendly.com/christiana-thebquest/advisor-office-hours-with-christiana-whitcraft?month=2026-07) ### Send an Email Send us a note and we'll ensure you receive the most helpful support for your situation.  [BUTTON](mailto:christine@thebquest.com) # The big mission behind Education JOIN OUR TEAM Lorem ipsum dolor sit amet, consectetur adipiscing elit. Pretium pulvinar ac molestie cursus malesuada enim. 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