bQuest Launches Innovative Platform to Support Aging Care for RIAs and Their Clients

bQuest Launches Innovative Aging Care Platform



In response to the growing demand for aging care solutions, bQuest has unveiled a cutting-edge platform aimed at Registered Investment Advisors (RIAs). Recognizing that advisors often find themselves fielding a myriad of aging-related inquiries from client families, this new service seeks to bridge the gap in support, allowing advisors to assist in areas beyond traditional financial planning.

With the proportion of the population reaching retirement age rapidly increasing—about 12,000 Baby Boomers each day—financial advisors are experiencing a surge in non-investment queries ranging from long-term care options to estate planning and end-of-life concerns. Previously, many advisors lacked a reliable, scalable method to assist clients in this domain, often relying on tedious research and inconsistent referrals for trusted providers, which can detract from their core services and hinder business growth. bQuest aims to change that paradigm.

Comprehensive Support with a User-Friendly Platform



bQuest's platform offers a seamless user experience, enabling RIAs to quickly connect clients with a vetted network of professionals dedicated to aging care. The service encompasses a diverse array of specialists, including senior placement experts, care managers, in-home caregivers, grief counselors, and hospice professionals. With several engagement models available—client self-service, advisor-guided support, and concierge services—the flexibility of the platform caters to varying client needs.

According to Lauren Clough, co-founder and CEO of bQuest, the platform is designed to empower advisors by saving time on client inquiries while enhancing the overall trust and efficacy of their services. "We created bQuest to cater to the unique needs of advisors, allowing them to provide meaningful assistance during some of life’s most pivotal transitions," Clough explains.

The technology incorporated within bQuest's platform provides various features specifically tailored to the RIA community:
  • - Centralized Aging Care Portal: This single hub gives advisors access to a wealth of resources, referrals, and support tailored to aging care.
  • - Flexible Access Models: Advisors can choose how they want to engage with clients; whether they prefer client-led, advisor-guided, or concierge delivery, the platform can cater to these preferences.
  • - Curated Provider Network: A carefully vetted national network ensures that all professionals referenced are trustworthy and competent.
  • - Marketing Support: bQuest can assist RIAs in promoting its services through white-label content and educational materials designed for both clients and advisors.

Commitment to Client Care and Relationship Building



The demand for holistic and relatable care resources is especially significant among high-net-worth families, as exemplified by Tiffany Charles, Chief Growth Officer at Destiny Capital, a Colorado-based RIA. She states, "bQuest has been an unexpected value-add for us. Its streamlined deployment process and the positive reception from our clients exceeded our expectations."

RIAs can leverage bQuest to enhance multigenerational relationships, supporting not just the clients but their entire families through various challenges encountered during aging transitions. Moreover, the platform helps to protect an advisor's valuable time by eliminating hours spent on research, enabling a more focused approach to both portfolio management and client development.

Adding to this, the high level of engagement and availability of on-demand education tools makes the platform a game-changer in more efficiently guiding patient families through intricacies they often face.

The Future of Aging Care in Financial Advisory



In sum, bQuest is paving the way for RIAs to evolve into trusted providers of not only financial advice but also holistic life planning support concerning aging issues. By recognizing that financial advisors have the unique opportunity to enhance client relationships through careful and compassionate support around aging, bQuest endeavors to serve as a vital resource in this arena.

For further exploration of bQuest and its offerings, visit www.thebquest.com.

About bQuest


bQuest specializes in technology for aging care and end-of-life planning, specifically crafted for financial advisors. The intent is to seamlessly integrate these services into RIA operations, empowering advisors to offer support during critical life transitions. By combining a curated provider network with accessible digital tools, bQuest is reshaping the landscape for client advisory services.

Topics Financial Services & Investing)

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