Warm the relationship
Deploy the email series, social content, and video clips to move prospects from awareness to trust — on autopilot.
Show up at the right moment
Offer expert guidance on aging care challenges exactly when your prospects need it most.
Close with confidence
Be the advisor who gets it. bQuest does the heavy lifting — you have the conversation.
The Advisor Accelerator is offered free of charge to all bQuest financial partners.
Book a demo call to see bQuest and the Advisor Accelerator in action.
Your clients are navigating these challenges whether or not they're bringing them to you. We make it easy to be the advisor who shows up first, with ready-to-use content to:
- Guide solo agers who are financially prepared but navigating retirement without a close family support network
- Support the sandwich generation, adult children quietly managing aging parents while still raising families of their own
- Help clients protect their digital legacy, from bank portals and brokerage accounts to crypto wallets and cloud storage
- Build home care into the retirement budget before a health event forces a rushed, expensive decision
- Evaluate whether a client's home — or second home — is truly ready for the next 20 years
Each topic includes content ready to plug-and-play to a prospect list or send to individual prospects who may be facing a challenging life event, including:
Social Media Posts & Graphics
Awareness-to-trust content for your feed
5 posts + matching graphics
Email Series
Nurture flow from awareness to conversion covering solo aging, aging in place, digital legacy planning, home care and budgeting and home modifications
5-email series
Video Content
Share highlights reels or complete webinar content aligned with aging care messages
Aging in Place Webinar
Home Modification Webinar