As Milestone Asset Management Group scaled rapidly—growing from $45M to $200M in just a few years—founder Michael Mezheritskiy realized he could no longer manage processes "in his head." With 260 households and a growing team, the firm struggled with low implementation rates on previous CRMs because they were too complex. Michael needed a system that allowed him to document his 25 years of expertise into repeatable processes that could be executed by team members with zero industry experience.
"I just wanted to come out of my head and go on paper, then create something that can help me do that in the most simplistic form... On Quivr, my team is actually using it."The Solution
Michael empowered his Operations Lead, Betsy, to take full ownership of the Quivr ecosystem. Despite having no prior financial background, Betsy utilized Quivr’s integrated video training to build out a centralized hub for the firm’s three locations. They leveraged the Onboarding Module to turn complex TOAs and account openings into error-free workflows. Furthermore, they collaborated with the Quivr team to build a custom seminar tracking engine to manage their monthly growth events, ensuring marketing data flowed seamlessly into their service architecture.
The OutcomeBy delegating system ownership, Michael has successfully "extracted" himself from daily CRM management. He no longer texts or emails for status updates; he simply monitors the dashboard. The firm is now 100% audit-ready with automated compliance workflows (such as ADV deliveries) and high utilization across the advisor team. This operational clarity allowed the firm to successfully navigate a major SEC audit and continue its aggressive growth trajectory without sacrificing the high-touch service their high-net-worth clients expect.
"I have my involvement very, very minimal... Betsy owns it from top to bottom. That training basically tells me all I need to know."
Michael Mezheritskiy
Founder & President