--000000000000fadee70644263e0c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Julia Great news and look forward to collaborating with our new partners at bQuest! Juan *Juan Diaz* Regional Director of Business Development | *TheKey* Texas-Arizona c:903.472.8827| 1.866.425.2082 [image: TheKey] On Fri, Nov 21, 2025, 5:43=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 location listings on > the bQuest portal when searching for home care resources. > - It will be common for the financi