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bQuest Triumphs at WealthManagement.com Awards for Specialized Planning

In a major recognition of innovativeness in the financial advisory sector, bQuest has emerged victorious in the Specialized Planning category at the 11th Annual WealthManagement.com Industry Awards, famously dubbed "The Wealthies." The event, which took place in New York City, highlighted exemplary contributions to the wealth management industry, celebrating both individuals and organizations making significant strides.

bQuest, acclaimed as the first tech-enabled care coordination platform tailored specifically for financial advisors, distinguishes itself by addressing the critical areas of aging, caregiving, and end-of-life planning. This pioneering approach allows financial advisors to interweave aging care discussions directly into their advisory processes. By extending their service offerings to encompass holistic, multigenerational guidance, bQuest aids advisors in building trust and retaining client relationships, ultimately fostering stronger connections.

Lauren Clough, the Co-Founder and CEO of bQuest, expressed gratitude for receiving such an honor: “We are deeply honored to receive this award on behalf of our entire team. This recognition affirms two important truths that financial professionals have become the most trusted voices in their clients' lives, and that those clients are increasingly asking for guidance that extends beyond financial portfolios into some of life's most challenging moments.”

The demand for comprehensive guidance in the face of life’s transitions is rapidly increasing, as clients seek counsel not just on investments but on how to navigate complex family dynamics and aging issues. The award signifies that many financial advisors are responding to this need with courage and care, and bQuest is proud to collaborate with them to make a meaningful impact on the lives of countless families.

Since its launch, bQuest has established itself as a crucial partner for Registered Investment Advisors (RIAs), broker-dealers, and family offices. The platform seamlessly integrates into existing advisory practices, assisting advisors in managing the realities of aging and caregiving with their clients. By doing so, it helps advisors enhance multigenerational relationships, save crucial time, and offer clarity in emotionally charged and financially complicated situations.

Key features of the bQuest platform include:

• - Centralized Aging Care Portal: A single digital hub providing resources, referrals, and vetted service providers.
• - Flexible Delivery Options: Available in client-led, advisor-guided, or white-glove concierge models to cater to diverse needs.
• - Curated Provider Network: A robust network of nationally recognized specialists across over 25 different service categories ensuring quality resources.
• - Education and Insights: Access to on-demand modules, webinars, and decision-making guides to help advisors navigate complex topics.
• - Advisor Enablement Resources: White-label content, co-branded tools, and marketing support to empower financial advisors.

The WealthManagement.com Industry Awards are uniquely positioned as a platform honoring those who create new benchmarks in certain areas of the wealth management realm, particularly in support of advancing financial advisor success.

As bQuest continues its journey, the company aims not just to expand its reach but to redefine the standards of client service in the wealth management field. The platform symbolizes the growing trend of integrating caregiving and financial planning, addressing the comprehensive needs of clients in a structured, effective manner.

For more details about bQuest and their innovative approach to financial advisory practices, please visit www.thebquest.com.

In a world where financial decisions connect deeply with human experiences, bQuest is leading the charge to provide advisors with the means to make an impactful difference in families' lives during their most vulnerable moments.