Office Hours: How to Track RMDs, Workflows, and Firmwide Tasks Without Losing Sleep скачать в хорошем качестве

Office Hours: How to Track RMDs, Workflows, and Firmwide Tasks Without Losing Sleep

Keeping track of RMDs, Roth conversions, account applications, and other repeatable planning tasks shouldn’t keep you up at night. In this episode of Office Hours, Steve Drost and Will Kaplan walk through a simple, repeatable way to get critical work out of your head and into Quivr—so you always know what’s done, what’s in progress, and what still needs attention. 🔹 How workflows create a system of record for recurring client tasks 📊 How reports let you instantly see all open items (RMDs, QCDs, Roth conversions, and more) 📈 How dashboards give you a real-time snapshot of your firm’s workload 🧠 Why seeing everything in one place reduces anxiety for advisors, operations, and compliance ⚙️ How to build it once and reuse it year after year Whether you’re a solo advisor or managing a growing team, this episode shows how to build clarity, confidence, and peace of mind into your daily operations. 👉 Quivr users: Join us for Office Hours every Wednesday and bring your real-world questions 👉 Not using Quivr yet? Schedule a demo and see how your firm can run at peak efficiency: https://calendly.com/d/cmqh-zrf-ytg