Keeping track of RMDs, Roth conversions, account applications, and other repeatable planning tasks shouldn’t keep you up at night.

In this episode of Office Hours, Steve Drost and Will Kaplan walk through a simple, repeatable way to get critical work out of your head and into Quivr—so you always know what’s done, what’s in progress, and what still needs attention.

🔹 How workflows create a system of record for recurring client tasks

📊 How reports let you instantly see all open items (RMDs, QCDs, Roth conversions, and more)

📈 How dashboards give you a real-time snapshot of your firm’s workload

🧠 Why seeing everything in one place reduces anxiety for advisors, operations, and compliance

⚙️ How to build it once and reuse it year after year

Whether you’re a solo advisor or managing a growing team, this episode shows how to build clarity, confidence, and peace of mind into your daily operations.

👉 Quivr users: Join us for Office Hours every Wednesday and bring your real-world questions

👉 Not using Quivr yet? Schedule a demo and see how your firm can run at peak efficiency

In this Office Hours session, Steve Drost and Will Kaplan walk through a real-world example of getting back to the basics—and saving hours of time—by using reports instead of endless clicking inside your CRM.

A Quivr user wanted to review disability insurance policies for physician clients but found herself opening household after household just to check the same few fields. Sound familiar? There is a better way.

In this episode, you’ll learn how to:

🔍 Pull all disability insurance data into a single report

📊 Choose only the key fields you actually need to review

🏠 Group policies by household to see everything at once

🔗 Link reports directly into Archr workflows for repeatable reviews

🔄 Combine data across modules with joined reports (when it makes sense)

The big takeaway: if your heart rate goes up while clicking through records, that’s your signal to pause and ask, “There has to be a better way.” Most of the time, there is—and the Quivr team can help you find it.

👉 Quivr users: join Office Hours or submit a ticket and let us help you work smarter.

👉 Not a Quivr user yet? Schedule a demo and see how much easier this can be.

In this episode of Quivr Office Hours, Steve Drost and Will Kaplan break down a powerful (and often overlooked) way to protect your CRM data: validation rules.

Data integrity sounds simple—but in real advisory firms, it’s easy for things to slip. From forgetting to update client segmentation to accidentally marking someone as deceased while leaving them active, small inconsistencies can create big downstream problems.

In this session, we cover:

✨ What data integrity really means in a growing advisory firm

✨ Real-world examples of where data breaks down

✨ When automation isn’t the right solution

✨ How validation rules act as “guardrails” for your team

✨ Simple use cases that dramatically improve accuracy

✨ Why cleaner data leads to better workflows and better client experiences

Validation rules don’t replace automation—they complement it. They help ensure the right information is entered at the right time, without forcing assumptions or removing human judgment.

If you want cleaner data, fewer mistakes, and a CRM that supports how your firm actually operates, this Office Hours episode is for you.

👉 Current Quivr users: Bring questions like this to Office Hours anytime.

👉 Not a Quivr user yet? Schedule a demo and see how Quivr makes Salesforce accessible for advisors—no developer required.