Running an efficient advisory firm isn’t just about having workflows—or just about having good data. It’s about combining both.

In this episode of Office Hours, we break down why separating data from activity creates friction, delays, and unnecessary follow-up—and how bringing them together leads to smoother execution, better delegation, and less rework.

Steve and Will walk through real-world advisor examples, including estate planning, QCDs, move money requests, and mortgage projects, to show how firms can stay organized even when processes don’t follow a straight line.

In this episode, we cover:

🧩 Why workflows fail when the required data isn’t captured upfront

📂 How projects act as the “manila folder” for client work

🔁 Managing processes that don’t follow the same path every time

📝 When to simplify workflows instead of overengineering them

📊 Why good data today saves future-you hours of work

🤝 How better documentation reduces team questions and bottlenecks

Whether you’re handling estate plans, RMDs, QCDs, or ongoing client projects, this episode shows how pairing clean data with flexible workflows leads to real operational efficiency.

👉 Quivr users: Join us for Office Hours every Wednesday to get help building smarter workflows and projects

👉 Not using Quivr yet? Schedule a demo and see how Quivr helps advisors organize data, automate work, and scale with confidence.