This week, Steve and Will dive into a hot topic that’s taking over the industry: AI. After returning from a conference packed with “AI-powered” everything, they break down how advisors can think critically about adopting new tech tools.

💡 In this episode:

🤖 How to decide when AI actually solves a real problem

🚫 Why “everyone’s using it” isn’t a good reason to adopt new tech

📝 The pros and cons of AI note-taking tools vs. templated systems

⚙️ Why sometimes a well-built workflow beats the “next big AI”

🔮 Real talk on where AI is today (and where it’s headed)

If you’ve ever felt overwhelmed by all the new tools promising to save you time, this one’s for you.

👉 Join us weekly for Office Hours, where the Quivr team covers real questions from advisors and shares practical insights to help you run your firm more efficiently.

The past two weeks on Office Hours, we dug into the employee lifecycle—from onboarding new hires to managing smooth offboarding. This week, we’re keeping the momentum going with a focus on the next critical step: training employees the right way.

Steve Drost and Will Kaplan share how Quivr helps firms:

📚 Build role-specific training that goes beyond generic onboarding

🛠️ Use workflows to guide employees step by step through processes

🎥 Create quick explainer videos to teach tools, processes, and firm culture

🔄 Keep knowledge updated and easy to edit as your team grows

🚀 Develop training that supports not just today’s work but also long-term career growth

With Quivr, you can capture your firm’s “way of doing things” so every team member has clarity, consistency, and confidence in their role.

👉 Watch now and see how training fits into the bigger picture of managing your team with Quivr.

In last week’s episode, we showed you how to simplify employee onboarding with Quivr. This week, Steve Drost and Will Kaplan continue the conversation—shifting focus to the equally important (and often more complex) process of employee offboarding.

💡 Why this matters:

🔍 Offboarding is highly scrutinized by regulators

⚠️ Missing steps could leave sensitive data exposed

⏳ Because it happens infrequently, it’s easy to forget the right process

✨ What you’ll learn:

🛠️ How to use Quivr workflows to build repeatable offboarding processes

📑 Why documenting each step saves future time and ensures compliance

🛡️ Practical ways to reduce risk and prevent mistakes

With Quivr, onboarding and offboarding both become structured, secure, and stress-free.

👉 Catch up on last week’s episode on onboarding, then join us here to round out the full employee lifecycle.

In this Office Hours, Steve Drost and Will Kaplan from the Quivr team dive into how firms can use Quivr’s workflows to simplify and streamline employee onboarding—just like client onboarding.

You’ll learn:

✨ How to repurpose client onboarding workflows for employees

✨ Why onboarding staff and clients share the same core processes

✨ Tips for handling compliance, data security, and sensitive documents

✨ Creative ways to assign and reassign onboarding tasks

✨ Which Quivr masterclasses can help you build a smoother onboarding process

Whether you’re hiring one person or building out an entire team, Quivr can help you stay organized, efficient, and compliant.

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

In this Office Hours session, Steve Drost and Will Kaplan walk through how to save time by using process automations in Quivr’s Archr module. A user asked about creating tasks before client meetings, and the solution highlights how processes can eliminate repetitive manual clicks and streamline operations.

Here’s what you’ll learn:

✨ The difference between workflows (the “how”) and processes (the “who + when + how”)

✨ How to trigger recurring processes (e.g., tax prep, surge meetings, gifting reports)

✨ Using date-driven processes (e.g., Medicare windows, client milestones)

✨ Practical tips for filtering clients with tags, services, or agreements

✨ How automations can free up hours for your team

If you’re a Quivr user, join Office Hours every Wednesday for more real-life tips and guidance. Not using Quivr yet? Schedule a demo and see how it can help your firm run at peak efficiency.

Repetitive tasks don’t have to slow you down. In this Office Hours session, Steve and Will break down how to save time with mass edits in Quivr CRM using Salesforce list views.

You’ll learn:

✨ What list views are and how to use them

✨ How to filter and customize columns for faster edits

✨ Two key rules to make fields editable

✨ Common pitfalls (like page layouts, record types, and multi-select picklists)

✨ Tips to keep your data clean and workflows efficient

Whether you need to update ADV sent dates, clean up client records, or streamline household data, list views can save you hours of manual work.

👉 Explore more tutorials and join the Quivr Community for step-by-step guidance.

👉 Not a Quivr user yet? Schedule a demo today!

#QuivrCRM #FinancialAdvisors #SalesforceTips #OfficeHours

In this Office Hours session, Steve Drost and Will Kaplan from the Quivr team dive into how to manage and organize your Centers of Influence (COIs) inside Quivr CRM. New users often ask, “Where do I put my attorney, CPA, or vendors in Quivr?” — and this episode answers exactly that.

You’ll learn:
✨ How to classify and filter COIs just like client households
✨ Ways to customize COI categories using picklists
✨ The importance of clean data (and how picklists prevent errors)
✨ Creative use cases for tags — like tracking who gets cookies during tax season 🍪
✨ How COI organization makes reporting and workflows more efficient

Whether you’re onboarding to Quivr or looking to clean up your COI data, this episode shows how to leverage the same tools you use for clients to keep COIs, vendors, and referral partners organized.

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 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 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 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

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.

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.

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.

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 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.

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!