The bQuest story

See how you can support your clients – and their families — when they need you most

See how leading advisors are already transforming client relationships

Top firms are sending us stories like this every week:

During your quarterly review…

Martha confides that her mother forgot to turn off the stove again last night. She’s visiting her three times a week now, but can’t keep it up with her job.

Without bQuest…

You spend hours researching options, making calls, and hoping whoever you recommend won’t disappoint Martha.

With bQuest…

You open your laptop, click a few buttons, and say, “Martha, I’ve connected you with a memory care specialist you can meet this week. They’ll create a plan for your mom — and you.”

Result

Martha gets the guidance she needs the next day. She tells her brother, “My advisor didn’t stop at financial planning. They helped save Mom’s independence — and my sanity.”