In this User Spotlight, Steve Drost and Will Kaplan sit down with Amy Irvine, founder of Rooted Planning Group, to explore how her firm delivers an exceptional level of financial planning—and how Quivr supports it all.

Amy shares her journey from launching a flat-fee, planning-first firm to building highly customized workflows inside Quivr that power tax preparation, meeting prep, task management, and firm-wide productivity. From tracking complex tax prep projects to getting advisors out of their inboxes, Amy walks through the real systems and processes her team uses every day.

You’ll hear how Rooted Planning Group:

💡 Runs a true flat-fee, complexity-based planning model

📊 Manages tax preparation using custom projects and reporting

🔄 Uses workflows and “what-if” logic to streamline client meetings

📁 Centralizes tasks, reporting, and productivity inside Quivr

Whether you’re a Quivr user looking for advanced ideas or an advisor curious how modern firms operate at scale, this conversation is packed with practical insights.

👉 Schedule a demo

In this User Spotlight, Steve Drost and Will Kaplan sit down with Marie Lovett, founder of Maker City Paraplanner, LLC, to explore how she supports multiple financial advisors behind the scenes using Quivr.

Marie shares her journey from working in insurance and traditional finance to building a thriving fractional paraplanning business—all while prioritizing her family. She breaks down what paraplanners actually do, how trust and clear processes make or break advisor–support relationships, and why workflows, documentation, and communication are essential for scaling an advisory firm.

You’ll hear real-world insights on:

🔍 What a fractional paraplanner does day to day

🏢 Supporting multiple advisory firms with different workflows

⚙️ Building and improving processes inside Quivr

🧭 Why advisors must define how they want their firm to run

🎥 Using workflows, Loom videos, and documentation to delegate effectively

🔄 Sharing best practices across firms without losing consistency

Whether you’re an advisor thinking about hiring support, a paraplanner curious about fractional work, or a Quivr user looking to get more out of your workflows, this conversation is packed with practical takeaways.

👉 Learn more about Quivr and how it helps advisors scale with confidence: Schedule a Demo

In this User Spotlight, Steve Drost and Will Kaplan sit down with Ben Zavitz, a Canadian financial planner running a single-person firm that spans financial planning, mortgages, insurance, investments, and group benefits.

Ben shares how he uses Projects in Quivr CRM to centralize client work, manage complex regulatory requirements, and organize everything related to a specific engagement—from mortgage renewals to insurance underwriting and financial plan updates.

You’ll hear how Ben:

🗂️ Uses Projects to organize work by service, regulator, and engagement type

📩 Centralizes client communications for compliance and audits

🧩 Customizes fields and layouts to support future delegation

⚙️ Builds automation incrementally using Archr workflows, Zapier, and DocuSign

🚀 Designs his system with “future Ben” (and a future admin) in mind

This conversation is a great example of how advisors can go beyond out-of-the-box CRM functionality and tailor Quivr to match the unique way their firm operates—without trying to do everything at once.

👉 Want to see how Quivr could work for your firm?

Schedule a demo and hang out with Steve and Will to explore what’s possible.

In this User Spotlight, Steve Drost and Will Kaplan interview Josh Rendler of Define Financial, LLC about the firm’s transition from Redtail to Quivr’s Salesforce-powered CRM.

You’ll hear:

- Why the firm outgrew Redtail and chose Quivr

- How Quivr eliminated 15–30 minutes of manual work per prospect

- What the migration experience was like from an advisor’s perspective

- Why Josh calls Quivr the “gateway” that made Salesforce finally usable for advisors

If you’re considering a CRM switch—or want to see how an advisory firm uses Quivr to operate more efficiently—this is a must-watch.

In this User Spotlight, Steve Drost and Will Kaplan sit down with Allen Mueller, founder of 7 Saturdays Financial — and one of Quivr’s most efficiency-driven users.

Allen shares how he runs a highly streamlined practice serving pre-retirees and retirees, leveraging Quivr’s Meeting Module, workflows, list views, Zapier connections, and custom links to eliminate manual work and give every piece of data a home. From turning Calendly bookings into automated prospect workflows, to building prep + follow-up systems for spring/fall surge meetings, to creating deep links to outside tools — Allen shows exactly how he saves time, reduces clicks, and keeps nothing from slipping through the cracks.

If you’re looking for real-world ideas to run a cleaner, more automated, and more scalable advisory firm, this Spotlight is loaded with practical inspiration.

👉 Try Quivr: Book a live demo

#QuivrCRM #FinancialAdvisor #UserSpotlight #Automation #Workflows #Efficiency

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.