{"id":652630,"date":"2026-05-19T15:56:11","date_gmt":"2026-05-19T15:56:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/652630\/"},"modified":"2026-05-19T15:56:11","modified_gmt":"2026-05-19T15:56:11","slug":"bquest-launches-organic-growth-tool-for-advisors-on-aging","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/652630\/","title":{"rendered":"bQuest Launches Organic Growth Tool for Advisors on Aging"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Denver-based financial technology firm bQuest, a <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/financial-technology\/2025-in-review-how-wealthtech-is-helping-advisors-and-their-clients-expand-their-businesses\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">platform built<\/a> to help advisors give clients vetted aging care-related services, has launched a new organic growth engine for advisors to harness its own aging-related content, as well as the topic of aging and longevity itself.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The firm announced that its platform now includes Advisor Accelerator, a turnkey marketing and content program that offers prospective clients guidance on aging-related needs. CEO and co-founder Lauren Clough said the firm created the program partly because many advisors struggle to stand out in their lead-generation and prospecting messages.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cThis topic of aging and end of life is certainly relevant to people, but also relevant to their advisor, as many of these care needs have significant financial implications,\u201d she said. \u201cWhen you think about advisors wanting to be problem solvers in their clients\u2019 lives, and prospects\u2019 lives \u2026 longevity issues are really personal and emotional topics that families are looking for guidance on and a lifeline in terms of the financial implications.\u201d\u00a0<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/financial-technology\/nitrogen-launches-legacy-center-to-help-financial-advisors-retain-assets-across-generational-wealth-transfers\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Nitrogen Launches Tool for Advisors to Capture Wealth Transfer Beneficiaries<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Clough launched bQuest in May of <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/advisor-support-platforms\/help-for-families-and-advisors-in-navigating-the-complexities-of-aging\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">last year as a platform<\/a> for advisors with a network of about 200 aging-related providers across 20 categories, including senior living experts, in-home caregivers, elder law attorneys and hospice professionals. In November, it received seed funding from First Rate Ventures, and in February, it announced it had <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/advisor-support-platforms\/bquest-adds-ai-search-tool-as-nitrogen-unveils-agentic-engine-for-advisors\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">added generative AI search<\/a> to assist and streamline an advisor\u2019s search for client services, using conversational prompts.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Prices for bQuest vary, but advisor access costs about $1,500 per advisor annually, with new lead generation as an add-on at no additional fee. bQuest\u2019s clients include around 100 advisors across smaller practices and large RIAs, which are \u201cadding licenses regularly,\u201d Clough said.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The firm\u2019s Advisor Accelerator includes ready-to-use email sequences, social media posts, education resources, curated webinar content and campaign timelines and instructions.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The program leverages all the content and resources already built into bQuest, which Clough said can give advisors a leg up amid the general noise of financial-focused marketing.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cOrganic growth has slowed, so firms are looking for ways to grab prospects\u2019 attention in a differentiated and authentic way that can be hard at times in this digital world that we live in,\u201d she said. \u201cWe\u2019ve heard from many of our existing wealth management partners that they are delivering a lot of content, at times education, but not always topics that are top of mind or what might feel relevant to some of their clients or to prospects.\u201d<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/financial-technology\/vestgen-wealth-partners-a-tech-stack-designed-for-planning-efficiency\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">VestGen Wealth Partners: A Tech Stack Designed for Planning, Efficiency<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Denver-based financial technology firm bQuest, a platform built to help advisors give clients vetted aging care-related services, has&hellip;\n","protected":false},"author":2,"featured_media":652631,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-652630","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/652630","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=652630"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/652630\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/652631"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=652630"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=652630"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=652630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}