In this User Spotlight episode, Steve Drost and Will Kaplan sit down with Danielle Barbato, CFP® of Milestone Asset Management Group to discuss how her firm transformed a complex Roth conversion process into a scalable system using Quivr.

Milestone manages over $300 million in assets and needed a better way to track strategic Roth conversions across many households without relying on spreadsheets or risking things slipping through the cracks.

Danielle shares how Quivr helped them create a centralized workflow with custom records, dashboards, reporting, and direct links to tools like Fidelity and Holistiplan—giving their team more visibility, efficiency, and confidence.

Topics covered:

📈 How Milestone handles Roth conversions throughout the year

📊 Replacing spreadsheets with a scalable CRM process

📋 Using dashboards to track progress firmwide

⚙️ How customization in Quivr supports growth

🚀 Applying the same framework to RMDs, charitable giving, and more

If you’re a financial advisor looking to improve operations, streamline workflows, and grow your firm without sacrificing service, this episode is for you.