Families are turning to their advisors with tough, deeply personal questions: “How can Mom age in place safely?” “When is it time to consider senior living?” “What do we do if Dad starts showing signs of cognitive decline?”
These aren’t just financial questions—they’re life questions. And most advisors don’t have the resources to answer them with confidence. On this webinar, Lauren Clough, Co-Founder & CEO of bQuest, will show how the bQuest platform empowers advisors to meet these challenges head-on. You’ll see how real client scenarios are addressed through:
✅ A vetted national network of senior living and care experts
✅ Digital tools that simplify complex aging decisions
✅ Concierge-level guidance for families in transition
You’ll walk away with practical insights for supporting clients through aging and end-of-life planning—while also:
- Deepening trust and strengthening client relationships
- Retaining next-gen heirs
- Positioning your practice to capture a share of the $84 trillion wealth transfer already underway
