Re: Attn: RDOs - New Partnership Pilot Activated: bQuest

--0000000000007a3d2606446ec629 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello RDOs! I plan to share this updated contact list with bQuest tomorrow morning so please be sure to review and make any necessary changes by the end of the day today. Please let me know if you have any questions or concerns. We'll get a training set up with bQuest likely for next week with our POCs noted in the sheet. Thank you! On Fri, Nov 21, 2025 at 3:42=E2=80=AFPM Julia Jenkins wrote: > Hello RDOs, > > I'm thrilled to announce a new strategic partnership pilot with bQuest, > which is now activated for 21 select TheKey locations. > > To ensure a smooth, white-glove lead handoff experience for bQuest's CEO, > financial advisors, and their clients, I am seeking your prompt review of > the information and TheKey contact spreadsheet below please. > > *What is bQuest?* > *bQuest * ("Buh-Quest") is a tech > platform built to help financial advisors support their collective 14,000= *high > net-worth and ultra high net-worth clients* through difficult life > transitions related to aging, end-of-life, and after-loss. > > - Financial advisors and their clients access the platform to connect > with a national network of pre-vetted aging care professionals and > specialists, such as: > - Senior Placement Experts > - Care Managers > - Home Care Agencies > - Grief Counselors > - and more > > > - Their company offers human *concierge* services for high-touch, *whi= te-glove > support*, assisting families with complex logistical and emotional > challenges. > > > *Membership PPA Pilot Scope & Duration:* > > - 1 year membership pilot for 21 select TheKey locations (see location > list here > > ). > - Participation fee: $245 per participating location for the year. > - Platform listing for each of our participating locations as a vetted > provider. > - Access to client referrals where TheKey is a match based on client > needs. > > > *Referral Process* > Based on an initial referral for Jennifer Giest's region, we quickly > learned that a centralized distribution list for new leads will not provi= de > the premium experience bQuest & their advisors expect. *The best path > forward is to provide bQuest's CEO and financial advisors with a direct > operational point of contact for each of our locations.* > > This approach will: > > - Ensure a true white-glove experience for bQuest, their advisors, and > clients. > - Reduce internal handoffs and increase speed-to-service. > - Improve Lead to SOC conversions. > - Allow bQuest's financial advisors and CEO (Kelly Baird) to build > valuable, mutually beneficial relationships with our regional leaders > (something they are very excited about!). > > > *Here is how the referral process will work:* > > - We will provide our TheKey POC for each location next week with > their email and phone number for referrals (see tentative contact list > here > > ). > - Financial Advisors and clients will find our locat