--0000000000001402df0644fcd008 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello RDOs! We have a live demo scheduled with bQuest this Thursday, December 4=E2=8B=859:30 =E2=80=93 10:30am PST to walk through the referral = process and portal access. Please let me know if there are any conflicts with this time= . On Tue, Nov 25, 2025 at 9:39=E2=80=AFAM Julia Jenkins wrote: > Hello RDOs! I plan to share this updated contact list with bQuest tomorro= w > 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 POC= s > 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 rev= iew >> 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 14,00= 0 *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, *wh= ite-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 prov= ide >> 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)