Building Better Partnerships with Financial Advisors: How Daily Money Managers Can Become Essential Members of the Longevity Planning Team

Wednesday, September 30, 2026 @ 5 p.m. Eastern

(4 p.m. Central, 3 p.m. Mountain, 2 p.m. Pacific)

As financial advisors increasingly help clients navigate aging, caregiving responsibilities, cognitive decline, solo aging, and family complexity, the need for trusted Daily Money Managers continues to grow. Yet many advisors still have limited understanding of when and how to engage a DMM, while many DMMs are unsure how to identify advisor partners or effectively communicate their value.

This session will help Daily Money Managers better understand today's financial advisory landscape, identify opportunities for collaboration, and position themselves as essential members of the longevity planning team. Through real-world examples, case studies, and practical referral scenarios, attendees will learn how to build stronger partnerships with financial advisors and improve outcomes for aging clients and their families.

CEU: This session is approved for CEU credit: 0.5 Basic Finance/Bookkeeping, and 0.5 Standards and Practice.

Presenter:

Kelly Baird

bQuest

COO and co-Founder

Kelly Baird is the Co-Founder and Chief Operating Officer of bQuest, a care intelligence platform that helps financial advisors support their clients through aging, caregiving, end-of-life, and after-loss transitions. She brings more than 20 years of experience leading operations, technology, and growth initiatives across healthcare, financial services, and high-growth organizations.

At bQuest, Kelly oversees platform strategy, provider ecosystem development, and operational execution, helping bridge the gap between financial planning and aging care. She works closely with financial advisors, Daily Money Managers, Aging Life Care Managers, fiduciaries, senior living professionals, and other specialists to create more coordinated support systems for older adults and their families.

Kelly is passionate about fostering cross-disciplinary collaboration and helping families and the professionals that support them navigate the increasingly complex challenges associated with longevity, caregiving, and life transitions.

Registration: Register online. The deadline to register is Monday, September 28, 2026, or when the session is full, whichever comes first. For assistance, contact AADMM Registration Office, email info@aadmm.com

Confirmation: Registrants will be notified on how to participate in a follow up email.