Managing client relationships is important—but what about managing your team?

In this episode of Office Hours, Steve Drost and Will Kaplan discuss how advisory firms can use Quivr to track and automate employee-related workflows, including birthdays, work anniversaries, CE requirements, registrations, certifications, and more.

Whether you're a growing RIA with a handful of employees or a larger firm managing dozens of advisors across multiple states, this episode shows how to leverage the same workflows and automation you use for clients to streamline internal operations.

🚀 Learn how to:
🔹 Track employee birthdays and work anniversaries
🔹 Automate reminders for CFP®, CFA®, and other CE requirements
🔹 Monitor registration renewal deadlines and compliance tasks
🔹 Use custom fields and Archr workflows to eliminate manual tracking
🔹 Repurpose existing Quivr processes for internal team management
🔹 Scale operations as your firm grows without adding administrative burden

One of the biggest advantages of Quivr is that it's a platform—not just a CRM. Once you understand the building blocks, you can apply them to virtually any process in your firm.

Whether you're already using Quivr or evaluating CRM options for your advisory firm, this episode offers practical ideas for improving efficiency and reducing operational risk.

📅 If you're a Quivr user – Join us every Wednesday for Office Hours and bring your questions!

📞 Not a Quivr user yet? Schedule a demo and see how Quivr helps financial advisors build scalable, workflow-driven firms.

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