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bQuest Introduces Care Concierge Service

In an era of increasing demands on financial advisors, bQuest has stepped forward with a new offering designed specifically for supporting clients during challenging life transitions related to aging, care, and end-of-life planning. The newly launched bQuest Care Concierge service provides a unique white-glove experience that connects advisors and their clients with professional care specialists knowledgeable in these intricate issues.

Understanding the Need

As the population ages, the expectations placed on financial advisors are evolving rapidly. Clients are often confronted with the challenges of caregiving, deciding on retirement options, or planning for sudden health events. All these can be incredibly stressful and often require expert guidance. Recognizing this, bQuest aims to empower advisors to navigate and support their clients effectively, all while allowing them to maintain their primary focus on financial matters.

According to Lauren Clough, CEO and co-founder of bQuest, “The expectations of clients are shifting. They want their advisors to support not just their financial health but also the well-being of their families.” This sentiment highlights the crucial role that the Care Concierge will play in the advisor-client relationship moving forward.

What the Service Offers

The bQuest Care Concierge is designed to help clients navigate complex care situations through a streamlined service. It starts with a brief intake form, followed by a 60-minute virtual consultation with a licensed care expert. This approach not only assesses individual needs but also provides personalized recommendations within the bQuest ecosystem of verified providers. By doing so, advisors can ensure their clients receive well-informed, specialized advice without feeling overwhelmed by the nuances of the care system.

Keeping Advisors in the Loop

One of the standout features of the Care Concierge service is the way it keeps advisors informed throughout every step of the care journey. After each consultation, advisors receive a summary of the recommendations and next steps. This level of communication fosters trust and helps ensure the advisor remains an integral part of the client’s broader financial plan.

Michael Mittman, co-founder of Auric Private Wealth, shared his positive experiences with the service, stating, “Having a trusted guide during such overwhelming moments can significantly alleviate client stress. The Care Concierge was able to help my clients engage in meaningful conversations regarding aging and care options.” This statement underscores the emotional support that bQuest’s service brings to the advisor-client dynamic.

Flexible Offering for Firms

To make this service accessible, advisors have two options for offering it to clients: they can either charge clients directly for the consultation or provide it at no cost to them. This flexibility is particularly beneficial for Registered Investment Advisors (RIAs), broker-dealers, and family offices that want to enhance their service offerings without incurring additional operational burdens.

“As advisors often find themselves assisting clients during vulnerable moments,” Clough noted, “it’s critical that they can confidently say, ‘Yes, we can help’ without needing to become experts in caregiving.” The Care Concierge aims to fill that gap, providing much-needed support without overwhelming advisors.

Conclusion

With the launch of the Care Concierge service, bQuest has positioned itself as a leader in the field of aging care support for financial advisors. By integrating expert guidance seamlessly into existing advisor-client relationships, bQuest not only enhances the service capabilities of financial advisors but also significantly supports clients during some of life’s most challenging transitions.

For more information or to learn how to integrate this innovative service into your advisory practice, visit www.thebquest.com.