As aging-care challenges rise, financial advisors are increasingly the first call when families face cognitive decline, senior-living decisions, home-safety concerns, or end-of-life planning. These moments can be emotionally complex and require clear, compassionate guidance. In this session, bQuest CEO & Co-Founder Lauren Clough will show advisors how to help clients navigate life’s hardest transitions with confidence, clarity, and meaningful support.
You’ll learn how firms are using bQuest’s Care Intelligence Platform to:
- Support aging clients and their families with clarity and confidence
- Strengthen relationships with clients and their households
- Provide high-touch aging-care support without adding advisor workload
Live Demo: AI Care Agent + AI Matchmaking
Lauren will also demo bQuest’s newest AI capabilities—including the AI Care Agent and AI-powered Matchmaking Engine—that surface curated recommendations from our vetted national provider network and help families navigate aging and end-of-life needs with personalized, explainable guidance. These tools are designed to integrate seamlessly into advisor workflows and expand their ability to support families during critical care transitions.
What Advisors Will Take Away
- A clear framework for helping families through aging-care and end-of-life challenges
- Real advisor use cases showing how to guide clients through complex life events
- An understanding of how AI-powered care support enhances client service
- Practical tools to support clients—and their adult children—during care transitions
If you work with aging clients or families navigating care, this session will equip you with the insights and technology to be a steady, trusted resource when it matters most.
