As financial advisors, many of you serve a growing number of clients navigating age-related transitions, including caregiving for a parent, evaluating senior housing options, or planning for end-of-life care. These moments are often emotionally charged and time-sensitive, and while they may not fall within your official job description, they can quickly land in your office. Yet, if you are equipped with the proper tools and resources, these issues provide the opportunity to distinguish yourself from other advisors by offering exceptional service.
I recently discovered a new resource called bQuest and I’m impressed with its potential usefulness. bQuest is a comprehensive care coordination platform designed specifically for advisors and their clients. It offers a centralized portal with access to nearly 200 vetted aging and end-of-life professionals across 20 categories ranging from care managers and hospice liaisons to estate support services and senior living advisors. It also includes educational resources such as articles, book recommendations, and videos covering aging-related issues.
Importantly, unlike many other such platforms, bQuest does not operate on a referral-fee or pay-to-play model. Providers are included solely based on evaluations of the provider’s experience, service, and fit. That doesn’t guarantee a perfect experience with every referral, of course, but it does help reduce bias in the process.
Clients can self-navigate the portal, or you can connect clients with specific provider recommendations. Either way, your firm remains part of the conversation, and you reinforce your role as a trusted advisor providing total-life service and guidance, not just investment advice.
Since bQuest revenue does not come from the recommended resources, there is a subscription fee. And as with any tool, it may not be the right fit for every firm. But for advisors looking to set themselves apart by adding practical, structured support for their clients during one of the most complex phases of life, it’s worth a look.
Also remember that it’s often adult children who do the research for their parents’ needs, not the parents themselves. To ensure a seamless experience, then, let every client from middle age onward know that you have this resource available to them whenever the need arises.
You can learn more at https://thebquest.com