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.

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#TaskManagement #FinancialCRM #Quivr #OfficeHours #AdvisorTech