In this Office Hours session, Steve Drost and Will Kaplan from the Quivr team tackle a common challenge: what to do when clients don’t provide requested documents before a meeting.

You’ll learn:

✨ The difference between “must-have” vs. “nice-to-have” prep items

✨ Practical ways to keep meetings moving forward, even without all the docs

✨ How to use agendas, tasks, and notes to avoid things slipping through the cracks

✨ Tips for balancing process with the reality of working with people

✨ Why sometimes it’s okay (and necessary) to deviate from the workflow

Whether you’re a Quivr user or just looking for better meeting prep strategies, this episode will help you run smoother, more efficient meetings.

In this episode, we tackle a fundamental question many advisors face: What's the difference between a Lead and a Prospect in Quivr, and when should you push that convert button?

We dive into the philosophy behind these two classifications, explaining how they are used to manage your sales funnel and why this distinction is crucial for effective practice management. We cover:

🔍 The core differences between a Lead (a name on a list from a conference or seminar) and a Prospect (someone who has shown direct interest in your services).

⚙️ How your CRM is designed to handle each group differently, allowing you to focus your attention and efforts where they matter most.

⚡️ Why converting a Lead to a Prospect is a key moment that can automatically kick off new workflows, tasks, and more robust reporting.

📈 How defining this process on the front end can help you scale your firm, manage your business development team, and provide actionable insights on your marketing efforts.

Whether you're a scaling firm with an active pipeline or a lifestyle practice looking to capture referrals, understanding this distinction is key to getting the most out of your CRM.

In this User Spotlight, we sit down with Quivr user Colin Page, founder of Oakley Wealth, who has mastered the art of document generation. Despite having no prior Salesforce experience, Colin has leveraged Quivr's power to create polished, on-brand client deliverables at the push of a button.

Watch as we discuss his journey and his process for:

• Gathering data using tools like JotForm to centralize information in Quivr.

• Generating professional documents like Investment Policy Statements, beneficiary reports, and insurance summaries using third-party integrations like Opero Documents.

• Saving valuable time and creating leverage by delegating meeting prep and client deliverables.

This episode is a must-watch for any advisor looking to streamline their practice and use their CRM to create meaningful, repeatable value for clients. Colin proves that with Quivr, the potential for customization is limitless, even for those without a development background.

In this Office Hours episode, Steve Drost and Will Kaplan share how a few simple Quivr CRM customizations can save hours and boost client service.

You’ll learn how to:

✨ Add small fields or picklists for instant process visibility

✨ Track clients in real time with dashboards

✨ Pull targeted lists—like RMD-age clients—in seconds

✨ Automate reminders and follow-ups with clean data

Small tweaks, big results—perfect for both new and experienced Quivr users.

📅 If you're a Quivr user - Join Office Hours every Wednesday to level up your CRM game.

In this Office Hours session, Steve Drost and Will Kaplan walk through how advisors are automating document generation in Quivr using tools like Opero and Salesforce.

From huddle notes to estate planning summaries, learn how to scale deliverables across your book without reinventing the wheel. See how one advisor transformed manual work into automated workflows — including PDFs, PowerPoints, and Excel docs — all stylized and sent at the right time.

We also cover:

- Why Quivr chose to integrate with Opero

- Real-world use cases like trade confirms, ACH notices, and meeting summaries

- How to use Salesforce flows to trigger and send documents automatically

If you're a Quivr user, join us for Office Hours every Wednesday. Not using Quivr yet? Schedule a demo to see the platform in action: https://calendly.com/d/cmqh-zrf-ytg

In this Office Hours episode, Steve and Will tackle a common advisor challenge:

What do you do with tasks you know you’ll need to complete—but not yet?

They share practical ways to handle “floating” tasks using Quivr, including:

✨ Future-dated tasks that show up when they’re needed

✨ Using the Daily Docket to stay focused

✨ Subscribing to Salesforce reports for reminders

✨ How workflows in Archr keep everything on track

Perfect for advisors who want fewer mental to-dos and better timing.

📅 If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.

👉 Not a Quivr user yet? Schedule a demo to see how it can simplify your day.

#TaskManagement #FinancialCRM #Quivr #OfficeHours #AdvisorTech

In this episode of Office Hours, Steve Drost and Will Kaplan explore how firms are using Quivr’s updated workflow tools to identify bottlenecks, reduce drop-off in the prospect process, and make smarter business decisions.

Learn how real advisory teams are:

🔍 Spotting where prospects stall in the process

📊 Planning capacity and assigning tasks more effectively

⚙️ Leveraging workflow data to drive operational improvements

Even if you don’t have questions, Office Hours is a great space to pick up insights from other teams solving the same challenges.

👉 Join us live every Wednesday, 12:30–2:30pm CT

👉 Not on Quivr yet? Schedule a demo

#FinancialPlanning #RIA #Workflows #QuivrCRM #OfficeHours

Ever wondered about the "Record Type" button in Quivr? You're not alone! In this video, we demystify one of Salesforce's most powerful, yet often misunderstood, features that Quivr leverages.

While Salesforce can be complex, Quivr's core mission is to make its horsepower user-friendly. We explain what Record Types are (think flavors of ice cream for your data!) and how they fundamentally change how information is displayed and used within Quivr.

Discover how Record Types empower you to:

✨ Customize page layouts for different types of households (clients, prospects, COIs).

⚙️ Tailor project workflows (e.g., mortgages vs. estate plans) to show only relevant fields.

✅ Streamline your processes by removing clutter and focusing on essential data.

We'll share practical examples like COI management and building custom project types (like student loan analysis!) in just a few hours. Learn how this low-lift customization provides high returns, and how Quivr is designed to teach you to harness this power.

Watch now to unlock the full potential of Record Types in Quivr!

In this special joint webinar, see how GReminders integrates seamlessly with Quivr to automate every step of your meeting lifecycle—from scheduling and pre-meeting briefs to in-meeting notes and follow-ups. Learn how firms are reducing meeting prep time by up to 45% and reclaiming 3–4 months of time per year, all while keeping everything centralized in Quivr.

Watch this special session with Quivr, Jump, and advisor Matt Benson to see how two advisor-loved platforms are working together to reduce manual work and streamline your workflow. You'll hear firsthand how Matt uses the integration to stay organized and save time—plus get a live demo and expert tips from the teams behind each platform.

Watch this special session with Quivr’s Steve Drost and CurrentClient’s Dustin Belliston as they demonstrate how these two advisor-loved platforms work together. See how the seamless integration reduces manual work, streamlines workflows, and supercharges client communication.

Get ready to transform your daily workflow with Quivr's powerful new home page! We've revamped it to give you instant clarity on "What do I need to do today?"

No more one-size-fits-all. Our updated home page now offers:

✨ More Widgets: Choose from over 35 unique data displays.

🛠️ Custom Layouts: Personalize tabs and columns to fit your exact needs.

🚀 Role-Specific Insights: Get tailored information, whether you're an advisor, operations manager, or compliance officer, significantly reducing internal communication.

This update delivers "glanceable data" designed to boost your productivity. Watch the video to see how to personalize your Quivr home page and make your day more efficient!

In this Office Hours session, Steve Drost and Will Kaplan walk through how a fractional operations manager supporting two different firms (both on Quivr) automated their meeting processes — triggering workflows from Calendly events using Quivr and Archr, all without code.

You’ll learn:

🔄 How to auto-trigger workflows from Calendly

🧩 Ways to simplify admin across firms

💡 Tips from a real Quivr power user

In this Office Hours session, Steve Drost and Will Kaplan from the Quivr CRM team answer a common question: Does Quivr have an app? The short answer — yes!

They discuss how to access Quivr using the Salesforce mobile app, what it’s best used for (like looking up client addresses, phone numbers, and meeting notes), and what tasks you should avoid doing on your phone. Steve and Will share real-life examples of how they use the app while out and about, plus tips on customizing your mobile layout for easier access to key information.

In this Office Hours, Steve and Will explain why Quivr didn’t invest in building a custom document generation tool—and why that’s actually a win for advisors.

Instead of reinventing the wheel, they point to powerful tools that let advisors build beautiful, on-brand deliverables without driving up software costs.

💡 You'll learn:

➡️ Why Salesforce limits native PDF exports

➡️ How top advisors generate custom plans, summaries, and reports

➡️ Easy ways to connect Quivr with Google or Microsoft formatting tools

🎯 Real-world tips, no fluff. Come hang out.

In this episode, Steve Drost shares a true story about nearly firing his mom—until one simple Quivr workflow field changed everything. Joined by Will Kaplan, the two dive into the power of the “Task Steps” box and how it transforms training, delegation, and consistency.

💡 Learn how to:

➡️ Turn workflows into training tools

➡️ Cut down repeated questions

➡️ Make onboarding easier and more scalable

This one user tip reshaped an entire firm—don’t miss it.

Ever wondered how to truly master Quivr and maximize its power? In this "What Does This Button Do?" episode, Steve and Will unpack Quivr's comprehensive Support & Community resources.

Learn how our extensive video library (including a full New User Onboarding Course), efficient ticketing system with personalized video responses, and live Office Hours provide direct, even consulting-level, assistance. Discover how user feedback directly fuels Quivr's continuous improvement and new features.

Unlock Quivr's full potential and streamline your firm's growth. Don't be afraid to push the button!

Steve Drost and Will Kaplan tackle a real-world question from a larger firm: how to prevent sensitive emails from syncing into Quivr while still capturing the ones that matter. They explore the limitations of Salesforce's default email tool and highlight third-party options from the AppExchange.

Learn how Quivr users can solve workflow problems with vetted apps, without waiting on custom builds.

✅ Great for firms dealing with email privacy, syncing control, or exploring Salesforce add-ons.

👉 Join us live on Wednesdays for Office Hours to get your questions answered.

In this Office Hours session, Steve Drost and Will Kaplan from the Quivr CRM team walk through a real-world example of how a user customized the Future Planning Topics module to better fit her unique planning process.

What started as a square peg/round hole moment turned into a simple, effective customization—with just a few tweaks to record types and fields. The result? A tailored solution built in under five minutes, live during Office Hours.

They also share insight into how Quivr users evolve over time—growing more confident in adapting the system to their workflows and eventually unlocking its full potential.

In this episode of Office Hours, Steve Drost and Will Kaplan break down a common question: When should I use a project vs. a workflow in Quivr?

They explain the key differences, when to use each tool, and how they work best together—especially for complex tasks like estate planning or onboarding.

You’ll hear real-life examples, tips on setup, and how using both features can keep your firm organized and efficient.

Steve and Will explore Quivr's powerful Onboarding Module, designed to create a seamless experience for new clients. Learn how to customize this digital checklist to your firm's unique process, ensuring nothing gets missed.

We'll cover:

➡️ The philosophy behind the module: Gain relationship equity from day one.

➡️ Customization: Tailor the module to your specific onboarding steps.

➡️ Workflow integration: Combine the module with Archr automations for maximum efficiency.

➡️ The "Perfecting Your Onboarding Process" Master Class: A step-by-step guide to using the module effectively.

In this episode of Office Hours, Will Kaplan and Steve Drost dive into the concept of process compliance—what it means, why it’s critical for both solo advisors and larger firms, and how to build workflows that ensure consistency while allowing for flexibility. Using everything from surgical procedures to financial planning workflows, they explore how to deliver a reliable client experience without sacrificing individual preferences.

Join Steve Drost and Will Kaplan as they reflect on Quivr's incredible year, driven by unparalleled user feedback! Discover how your insights shaped major updates like Archr's workflow engine, fueled key integrations, and earned us industry recognition. Learn about our team's growth and our unwavering commitment to continuous improvement.

Ready to see how Quivr, the CRM built by financial advisors for financial advisors, can help your business thrive? Schedule a demo today!

Description: Discover Archr 2.0, one of Quivr's largest and most exciting updates to date! This massively updated workflow engine, driven largely by user feedback, introduces enhanced visibility, intuitive conditional logic, seamless team collaboration, and powerful insights. Build smarter, more efficient processes than ever before. See the future of workflows!

In this Office Hours episode, Steve Drost and Will Kaplan break down a common question from a Quivr user: what's the difference between recurring tasks and Archr processes—and when should you use each?

They cover real-world examples like ADV filings and 457 plan reminders, explaining how features like task steps, calendar views, and timing help determine the best fit.

If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.

In this Office Hours episode, Steve Drost and Will Kaplan share a simple but powerful solution to link accounts directly to an IPS record in Quivr—no developer needed. Learn how adding a lookup field can streamline communication with your trading team and keep all key info in one place.

👉 Join Office Hours every Wednesday if you're a Quivr user.

Steve Drost and Will Kaplan from Quivr share a simple, repeatable system for tracking client states and staying compliant—perfect for advisors with clients across the U.S.

You’ll learn how to:

• Build a report grouping clients by state

• Use task steps in Quivr to automate reminders

• Stay audit-ready without overbuilding your tech stack

📅 Join Office Hours live every Wednesday

In this Office Hours episode, Steve Drost and Will Kaplan dive into a growing trend: more support team members (not firm owners) are showing up to Quivr’s office hours! They break down why that's happening, how firm leaders are delegating smarter, and why understanding Quivr at a high level is often all you need to lead effectively. If you're a Quivr user (or thinking about becoming one), this is a must-watch!

In this episode of Office Hours, Steve Drost and Will Kaplan from the Quivr team dive into a unique challenge posed by one of our users: how to track donor-advised fund contributions and related tax planning in Quivr CRM. We explore practical, out-of-the-box solutions using Quivr’s task templates, custom reports, and even custom objects for more complex needs. Whether you're a new or experienced Quivr user, this session provides useful tips for improving efficiency in tracking important client data. Watch now to see how Quivr can help your practice run smoother!

In this episode of What Does This Button Do?, Steve Drost and Will Kaplan dive into the Quivr home page—your personal command center. Learn how to shift from being a reactive advisor to a proactive one, how to "train your eyes" to use the homepage efficiently, and why your daily workflow starts here. Whether you're new to Quivr or looking to get more out of it, this video will help you maximize your day from the moment you log in.

In this episode of Office Hours, Steve Drost and Will Kaplan unpack the secret sauce that’s turning good Quivr users into great ones—just showing up. Whether you're asking questions or just listening in, Office Hours has become a place where ideas spark, strategies evolve, and advisors learn from each other in real time. This week’s discussion highlights how even passive participation can lead to powerful insights and better implementation.

In this episode, Steve and Will dive into how Quivr users are creatively using external form tools to trigger automations within the CRM. Learn how to repurpose fields and leverage Archr to streamline your workflows.

In this Office Hours episode, we walk through how to set up a custom fee schedule in Quivr—like applying a minimum fee for clients under $1M AUM.

You'll learn how to:

🧮 Use the revenue adjuster field

🚫 Exclude assets from billing

📊 Display “real” AUM revenue using custom fields

Perfect for advisors with unique billing setups or custom KPI needs.

In this episode of Quivr Office Hours, Steve Drost and Will Kaplan discuss how a Quivr user automated seminar data entry using Zapier to connect a standalone tool with Salesforce. Discover how this solution saves time, reduces duplicate entries, and keeps data clean for better reporting and automation.

Quivr is more than software—it’s a pathway to operational excellence. Our masterclasses teach you industry best practices and strategies to run your practice efficiently.

From mastering delegation with Archr to optimizing seminars for higher close rates and streamlining onboarding, these sessions help you unlock Quivr’s full potential. Save time, improve accuracy, and elevate your firm’s performance with Quivr’s tools and expertise.

Quivr centralizes your financial planning data, bringing scattered information from spreadsheets and PDFs into tailored modules for estate, tax, and insurance planning.

Beyond organization, Quivr empowers action with customizable templates, insightful reports, and automated reminders for key milestones. Streamline processes, boost efficiency, and never miss a critical detail.

Quivr’s onboarding module makes first impressions count with an efficient, accurate, and relationship-focused process. Customize workflows for tasks, agreements, and setups, guided by our masterclass on industry best practices.

Save time, build trust, and ensure every detail is handled seamlessly—letting you focus on delivering excellence from day one.

Quivr’s homepage, featuring the Daily Docket, simplifies task and project management by centralizing your tasks, team updates, meeting prep, and firm projects.

Get a clear view of what needs attention, what’s done, and what’s in progress—all in one place. No more chasing updates or juggling tools. Stay organized and focused on what matters most.

Quivr’s calendar view automates recurring tasks, ensuring nothing slips through the cracks.—from weekly deposit reports to annual tax return reviews.

Easily schedule processes like backdoor Roth IRAs and archive key compliance activities like drift reporting and ADV mailings. Let Quivr handle the details so you can focus on delivering exceptional client value.

Watch this video to learn more about our New User Onboarding Course. Designed to take you from zero knowledge of Salesforce and Quivr to a confident, proficient user in as little as 20 days. This course lays the foundation for mastering Quivr, introducing you to essential tools, integrations, and processes while preparing you for future success with advanced modules and features.

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize their CRM to manage complex trusts. Follow along as they walk through a real case from David, a Quivr user, who needed to handle an irrevocable trust involving multiple generations.

Learn how to:

✅ Structure trusts correctly within Quivr

✅ Assign accounts to the right household

✅ Automate key workflows for trust management

✅ Use tags and reporting for trust-specific insights

If you're a financial advisor looking to streamline trust management in your CRM, this session is a must-watch!

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize the CRM to match their unique practice needs. Join Steve as he walks through a recent case with Zach, a Quivr user who specializes in estate planning, and shows how easy it is to tailor the platform to track complex workflows and fields like guardianships and other estate-specific tasks. If you're a financial advisor looking to streamline your processes and make your CRM work for you, this episode is a must-watch!

The Financial Planning Modules in Quivr help you stay organized by capturing key client information and notes all in one place. From tracking goals and values to summarizing meetings and easily accessing past conversations, Quivr ensures you never miss an important detail. Watch to see how this feature transforms your client interactions and improves your workflow!

Scaling your firm means creating processes that everyone can follow—without the complexity of multiple systems. Quivr brings everything into one place, making it easier for teams to adopt and actually use. From automation to task management, revenue tracking to reminders, see how advisors are streamlining their workflows and eliminating unnecessary tools with Quivr. Watch to learn how!

Getting support shouldn’t be a hassle. With Quivr, you have direct access to real people who respond quickly—often within hours, not days. Whether through email, live office hours, or step-by-step videos, help is always within reach. Watch to hear how users benefit from hands-on support, quick responses, and easy-to-follow tutorials that make learning the system a breeze!

Quivr is constantly evolving to meet the needs of financial advisors. With frequent updates and new enhancements, the system is always improving. Designed by advisors, for advisors, Quivr ensures you're equipped with the best tools to streamline your workflows. Watch to hear how users are leveraging both new and existing features to optimize their practice. Stay tuned for more innovations!

Quivr just launched the Income Planning Module—built based on user feedback! Now, you can track household income, specify sources, and run automations—all in one structured place. No more scattered notes!

✅ Organize income by type & source

✅ Keep Social Security & pension details in one spot

✅ Automate workflows based on income data