Bquest
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Changing the conversation around LIFE and LOSS from silence + confusion to connection + illumination.
06/25/2026
Your prospects are navigating aging care decisions whether or not they're mentioning them to you.
The Advisor Accelerator gives you everything you need to show up first, with ready-to-use email sequences, social media content, and expert webinar material built around the conversations that matter most right now.
Solo aging. Sandwich generation stress. Home care costs. Digital legacy planning. These aren't edge cases. They're happening today, and bQuest makes sure you're ready when they come up.
Ready to see it in action? Two ways to get started:
Not yet a bQuest partner? Book a 30-minute demo and we'll walk you through how to use bQuest with current clients and prospects. https://calendly.com/bquest/30min
Already a partner? Log into your advisor dashboard and click Advisor Accelerator to get started today. The Advisor Accelerator is offered free of charge to all bQuest financial partners.
One word is secretly making your parent's move harder.
❌ Stop saying 'downsizing.' Estate and relocation expert Rich explains the powerful reframe that puts a smile on clients' faces before the process even starts.
Small language shift, huge difference, whether you are navigating these changes for yourself or for your parents, or helping support your clients through it all.
For the advisor: The words we use with aging clients matter more than most advisors realize. bQuest helps financial advisors navigate these conversations with confidence, connecting you with the right language, the right experts, and the right resources before a crisis forces the issue.
📅 Book a demo to see how bQuest equips advisors to show up differently for clients navigating aging and care decisions. https://calendly.com/bquest/30min parents'
Most families don't start thinking about senior living until they're already in crisis. By then, the choices have narrowed significantly.
bQuest's Kelly Baird and senior living expert Jacqui Clark, CSA, CPRS recorded a webinar to help advisors and families get ahead of that moment before the pressure sets in.
The Right Place, the Right Time: Navigating Senior Living Decisions walks through what you actually need to know, before you need it.
What's covered:
→ The full spectrum of senior living options and how to evaluate fit for your client or family member
→ Why the gap between proactive planning and crisis response is bigger than most families realize
→ The real cost of care: assisted living runs $5,500–$10,000+/month, and 24/7 home care runs considerably higher. Since COVID, costs in some markets have nearly tripled.
→ Why financial advisors are being pulled into care conversations earlier than ever, and how to be ready
As Jacqui puts it: "You lose choices when you don't plan." Memory care waitlists can stretch for months. Families in crisis often can't quit their jobs to provide care at home. The decisions don't disappear. They just get made under worse conditions.
Not sure if it's the right resource for your clients? Watch the trailer first. It works well as a conversation opener too.
Ready to watch and share the entire webinar? Check it out here:
🎬 https://bquest.ewebinar.com/webinar/the-right-place-the-right-time-navigating-senior-living-decisions-24499
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