How Marie Lovett Uses Quivr to Empower the Support Role and Eliminate Process Friction.

For high-level support staff and paraplanners, the biggest obstacle to efficiency is "constructive feedback friction"—the time-consuming loop of an advisor explaining how they want a task done over and over again. Marie Lovett, who supports multiple advisors on the Quivr platform, found that without a documented system, the support role often gets stalemated. She needed a tool that would allow her to execute complex planning tasks (like tax projections and account openings) with total confidence that she was meeting the advisor’s specific standards the first time.

"Working with a system like Quivr gives you back so much time. It allows the support team to step in and handle communications or build workflows because the trust is built into the system."

Marie leverages Quivr’s workflow engine to turn the advisor’s preferences into a "library of execution." By using rich text fields within Quivr, she embeds instructional videos and detailed steps directly into the workflows. This means that when a task like a 401(k) rollover or an insurance review is triggered, the support team has the exact roadmap—including the advisor's specific nuances—right in front of them. This eliminates the need for constant back-and-forth communication and allows the support role to move from simple task management to high-level process creation and implementation.

By using Quivr as the primary operating hub, Marie has optimized the "Return on Time" for both herself and the advisors she supports. The platform allows support staff to be proactive; for example, adding custom fields in seconds to track insurance statement dates or charitable contributions ensures data integrity without a meeting. This systemization enables a paraplanner to take "extreme ownership" of the back office, allowing advisors to focus on relationships while knowing that every administrative and planning detail is being handled with precision and institutional-grade consistency.

"The payoff later on down the road gives you back so much more time. Once you outline the steps in a Quivr workflow, you're boom—ready to go every single time."

Marie Lovett CFP®, CSLP®