How Fractional Paraplanners Help Advisors Scale Smarter with Quivr
As advisory firms grow, one challenge shows up again and again: how to scale operations without burning out. In a recent Quivr User Spotlight, we sat down with Marie Lovett, founder of Maker City Paraplanner, LLC, to talk about what fractional paraplanners actually do—and why they’re becoming an essential part of modern advisory firms.
Marie currently supports multiple advisors using Quivr, helping them streamline workflows, improve documentation, and stay focused on what matters most: their clients.
From Traditional Finance to Fractional Paraplanning
Marie’s career in finance began in insurance and annuities, but over time she found herself drawn to holistic financial planning—especially for clients who were often underserved by traditional models. After becoming a mother and stepping away from full-time W-2 work, Marie made the leap into building her own paraplanning business.
What started as a single LinkedIn post quickly turned into a full client roster. Within weeks, Marie was at capacity—proof that the demand for skilled operational support in advisory firms is very real.
What Does a Fractional Paraplanner Actually Do?
One of the most common questions Marie hears is: “What does a paraplanner do?” Her answer is refreshingly honest.
In practice, her role includes:
Client onboarding and account setup
Building and managing workflows
Handling rollovers and custodial paperwork
Preparing for meetings and running reports
Supporting tax planning and insurance reviews
Keeping data clean, organized, and usable inside Quivr
What makes this work effective isn’t just experience—it’s trust and clarity.
Why Processes Matter More Than Software Alone
A major theme of the conversation was this: software can’t fix undefined processes.
Advisors who succeed with paraplanners know how they want their firm to run. When that vision is clear, tools like Quivr make it easier to document, automate, and scale those processes. When it’s not, workflows stall and delegation breaks down.
Marie emphasized the importance of collaboration—testing workflows, adjusting when needed, and documenting steps clearly so nothing lives only in someone’s head.
Turning Knowledge into Repeatable Systems
One of the most practical takeaways was using short Loom videos embedded directly into workflows. Advisors can record how they want a task done once, attach it to a workflow step in Quivr, and never have to explain it again.
This approach:
Saves time
Reduces errors
Builds confidence for support staff
Makes onboarding new team members dramatically easier
The Big Picture: Scaling with Confidence
Fractional paraplanners like Marie give advisors the freedom to grow without sacrificing quality—or sanity. With the right processes and the right platform, firms can scale intentionally and sustainably.
Quivr is built to support exactly this kind of growth.
👉 Ready to see how Quivr can help you scale your firm with better systems and smarter delegation? Schedule a demo with Quivr today.
