Tag: AI in Wealth Management
The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough

The WealthStack Podcast: Bridging Advisors and Elder Care with Lauren Clough

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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:

Connect with Shannon Rosic:

Connect with 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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The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

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Digital vaults are revolutionizing legacy planning by providing a secure, centralized and accessible solution for managing critical documents and assets. In an era where families are geographically dispersed, and financial lives are increasingly complex, digital vaults enable the seamless organization and sharing of important information, such as wills, insurance policies, deeds and health directives. By empowering individuals to grant controlled access to trusted advisors and family members, these tools bridge communication gaps and ensure that wishes are respected during life’s critical moments. 

Born out of a personal crisis during Hurricane Irma, Prismm was Martha Underwood’s solution to a pressing problem: secure, centralized access to critical documents. Join host Shannon Rosic, director of WealthStack content and solutions, as she speaks with Prism’s founder about: 

  • The pressing need for seamless access to critical documents and assets
  • How Prismm differentiates itself with customer ownership of data 
  • The significance of client engagement in comprehensive financial planning 
  • Insights on leveraging AI for secure and effortless document management 
  • How evolving data regulations are shaping the landscape of digital vault offerings

Connect with Shannon Rosic:

Connect with Martha Underwood: 

About Our Guest:

Martha Underwood boasts over 8 years of extensive experience as a founder, leader, and speaker within the realms of technology and innovation. She is the visionary behind GetPrismm.com, a pioneering platform designed to facilitate the secure storage and accessibility of vital documents in anticipation of unforeseen circumstances. Her overarching goal is to spearhead the evolution of seamless wealth transfer processes, equipping individuals with the tools to meticulously plan their legacies.

Her fervor for disseminating insights and expertise regarding women’s leadership in the spheres of technology and innovation is palpable, making her a sought-after figure in the business landscape.

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