As advisory firms grow, maintaining a consistent client experience across advisors and teams becomes increasingly important.

In this Office Hours episode, Steve Drost and Will Kaplan discuss how firms can use Quivr CRM’s Meeting Module and Salesforce customization tools to better track meeting topics, standardize workflows, improve compliance oversight, and create more actionable reporting.

This conversation goes beyond simple meeting notes — it’s about building operational consistency and accountability across your firm.

In this episode:
📋 How to track required planning topics and annual review requirements
📊 Using custom meeting fields, checkboxes, and picklists for compliance tracking
🏢 Why larger advisory firms are focusing more on standardizing client experiences
⚙️ How Salesforce customization helps firms build more consistent workflows
📈 Creating dashboards and reports to monitor client meeting activity
🔒 Why meeting records should stay separate from calendar events
💡 Practical examples of tracking QARs, planning conversations, and advisor workflows

Whether you’re already using Quivr CRM or evaluating CRM solutions for your advisory firm, this episode provides practical ideas for improving meeting workflows, compliance tracking, and operational visibility inside Salesforce.