In this User Spotlight, Steve Drost and Will Kaplan sit down with Marie Lovett, founder of Maker City Paraplanner, LLC, to explore how she supports multiple financial advisors behind the scenes using Quivr.

Marie shares her journey from working in insurance and traditional finance to building a thriving fractional paraplanning business—all while prioritizing her family. She breaks down what paraplanners actually do, how trust and clear processes make or break advisor–support relationships, and why workflows, documentation, and communication are essential for scaling an advisory firm.

You’ll hear real-world insights on:

🔍 What a fractional paraplanner does day to day

🏢 Supporting multiple advisory firms with different workflows

⚙️ Building and improving processes inside Quivr

🧭 Why advisors must define how they want their firm to run

🎥 Using workflows, Loom videos, and documentation to delegate effectively

🔄 Sharing best practices across firms without losing consistency

Whether you’re an advisor thinking about hiring support, a paraplanner curious about fractional work, or a Quivr user looking to get more out of your workflows, this conversation is packed with practical takeaways.

👉 Learn more about Quivr and how it helps advisors scale with confidence: Schedule a Demo