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Advisor Resource Hub: Existing Clients

Everything you need as a financial advisor to support conversations with your existing clients around aging, estate planning, and life transitions.

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Your Advisor Guide

Start here. This guide covers how bQuest works, what's available to you, and how to use these resources with your clients. Everything else on this page will make more sense after you've read this.

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Opening the Conversation

Use these when reaching out to existing clients to start planning conversations.

 

Client Conversation Starters

Email templates and talking points to open up planning discussions with existing clients — without it feeling forced.

Planning Overview — Client Handout

A one-pager you can share with clients that explains what bQuest helps with and why it matters for their family.

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When a Client Comes to You

Reference these when a specific situation comes up — aging parent, estate question, life transition.

 

Aging Well Guide

How to navigate the conversation when a client is dealing with aging or an aging parent — what to ask, what to share, and how bQuest can help.

Care Concierge

This resource introduces your clients to the Care Concierge service, a white glove service bQuest offers to your clients.

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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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More Resources

Curious for more resources? See below. 

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Care Compass

bQuest’s 18-part educational email series delivers expert insights on aging and the continuum of care. Each weekly email offers practical, easy-to-understand guidance to help you make informed decisions with clarity and confidence. Designed with both financial advisors and clients in mind.

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Care Seeker Dashboard Preview - bQuest Platform

A short video preview of the care seeker dashboard that a client will view once they log into bQuest.

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Care Concierge (Client Payment)

This resource introduces your clients to the Care Concierge service — a personalized consultation with an aging care expert. Clients can schedule a one-on-one call to receive tailored guidance and recommendations based on their unique needs.

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