As clients demand more holistic and human-centered planning experiences, financial advisors are increasingly being asked to support aging-related decisions, from home transitions to end-of-life care. For many, this “messy middle” between long-term care planning and estate settlement has become a blind spot.
So, what does it take to navigate life’s most challenging transitions, like elder care? In this episode of the WealthStack podcast, host Shannon Rosic chats with Lauren Clough, co-founder and CEO of bQuest. Together, they explore how bQuest is transforming the elder care conversation by seamlessly connecting advisors to resources that support families through the complexities of aging and beyond. Lauren shares her personal and professional journey, drawing from her family’s experiences with Alzheimer’s, and introduces a platform that bridges financial expertise with caregiving needs.
Key takeaways:


How advisors can start the elder care conversation without feeling intrusive
How bQuest simplifies access to crucial service providers 
The “messy middle” of financial planning and elder care
Leveraging technology and AI for proactive planning

Resources:

Listen to WealthStack on WealthManagement.com
Subscribe and listen to WealthStack on Apple Podcasts
Subscribe and listen to WealthStack on Spotify

Connect with Shannon Rosic:

Shannon Rosic
WealthStack website
WealthManagement.com

Connect with Lauren Clough:

bQuest
LinkedIn: bQuest
LinkedIn: Lauren Clough

About Our Guest:
With over a decade of professional experience, Lauren Clough, Co-Founder and CEO of bQuest, has dedicated her career to driving innovative solutions in Care Coordination. Her background as an investor and entrepreneur fuels her mission to revolutionize industries through collaborative B2B strategies and impactful D2C offerings. Lauren’s strength in business development and strategic growth enables her to lead both organizational innovation and meaningful partnerships across the care economy. Aligned with the core values and culture of bQuest, she remains committed to leveraging a broad network of professional organizations to create measurable progress and lasting impact for family caregivers.

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