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.

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