Feeling overwhelmed by hundreds of recurring tasks in your CRM? In this Office Hours session, Steve Drost and Will Kaplan break down how Quivr dashboards help financial advisors cut through the noise, stay organized, and focus on what actually matters for clients.

They walk through real-world examples—from RMDs to Roth conversions—and show how dashboards turn recurring work into clear, actionable insights.

In this episode, you’ll learn how to:

🔹 Use automation to handle recurring client work without mental overload

🔹 Post-date workflows so tasks surface exactly when you need them

🔹 Build dashboards that show progress at a glance (what’s done, in progress, or overdue)

🔹 Replace report-hunting with clear visual signals

🔹 Manage year-end tasks like RMDs, QCDs, and Roth conversions more confidently

If you’re spending time searching for data across multiple clients, this episode will help you rethink how dashboards can run your practice more efficiently.

👉 Quivr users: Join us for Office Hours every Wednesday

👉 Not a Quivr user yet? Schedule a demo and see how Quivr can simplify your workflow