Founder of Drost Financial & @quivrcrm | @investmentnews 40 under 40 | Ops and Fintech Nerd
Joined July 2009
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- Following 454
- Followers 999
- Likes 682
19 Photos and videos
Pinned Tweet
21 Oct 2024
Just checking things off my bucket list - sharing a stage with @MichaelKitces
Proud of the @QuivrCRM team for taking home the Advicer's Choice award at @XYPlanning's #XYPNLive2024!
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Spreadsheets shouldn't be the bottleneck for growing RIAs. Proud of what we’re building at @QuivrCRM.
Huge thanks to Danielle for sharing how Milestone uses us to ditch the manual chaos and actually scale. Check out the episode! 👇
How do growing advisory firms manage complex Roth conversions without spreadsheets or dropped balls?
In our newest User Spotlight, Danielle Barbato of Milestone Asset Management Group shares how they use Quivr scale efficiently.
🎥 YouTube: youtu.be/nM8FmbJbkOw
🎧 Spotify: open.spotify.com/episode/5Oo…
#FinancialAdvisors #WealthTech #CRM #RIA #QuivrCRM
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Really appreciate Amy taking the time to join us for this User Spotlight. Amy’s firm delivers an exceptional level of financial planning, and we’re proud to be their CRM of choice.
🎥 New User Spotlight is live!
We sat down with Amy Irvine of Rooted Planning Group to talk flat-fee planning, tax prep workflows, and how her team uses Quivr to stay organized and efficient.
🎧 Listen on Spotify: open.spotify.com/episode/1cI…
📺 Watch on YouTube: youtu.be/B8vcVimLVJM
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Turning emails into real, reportable records is a big win for visibility and reporting—and could mean fewer tools in your stack.
We broke it down in this week’s @QuivrCRM Office Hours 👇
Salesforce just changed how email works in your CRM 👀
Emails are now real, reportable records—not stuck in the shadows.
What that means for you:
📧 Better visibility
📊 Stronger reporting
💰 Maybe fewer third-party tools
Watch this week’s Office Hours👇
YouTube: youtu.be/Y_ZKjTTLWsE
Spotify: open.spotify.com/episode/79s…
#CRM #WealthTech #FinancialAdvisors
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Marie breaks down what it really takes to support multiple advisors—without burnout.
Clear workflows aren’t optional if you want to scale.
Great conversation with real, practical takeaways 👇
🎥 New User Spotlight is live
Marie Lovett of Maker City Paraplanner, LLC shares how she supports multiple advisors behind the scenes—without burnout—and why clear workflows are everything.
Watch or listen 👇
▶️ YouTube: youtu.be/wpinmBQgmr0
🎧 Spotify: open.spotify.com/episode/7Aj…
#FinancialAdvisors #Paraplanning #AdvisorOps #QuivrCRM
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Two years running! Proud of the Quivr team and our incredible community for making this possible. #1 CRM & #1 Workflow Tool – thanks for the support!
Two years in a row.
Quivr was rated #1 CRM and #1 Workflow Tool in the T3 / Inside Information Software Survey.
We shared a quick blog post about the recognition and the community behind it.
Read it here: quivrcrm.io/articles/two-yea…
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Another great User Spotlight. I always enjoy sitting down with our users and seeing the incredible ways they’re using Quivr.
Thanks to Ben Zavitz for the great conversation 👇
🎥 New User Spotlight is live!
Steve and Will sit down with Ben Zavitz to talk about how he uses Quivr Projects to run a multi-service advisory firm—from financial planning to mortgages, insurance, and more.
🎧 Watch or listen:
Spotify: open.spotify.com/episode/75p…
YouTube: youtu.be/PyTmqQa5dzw
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Still proud of the recognition Quivr has received as a Top-Rated CRM and #1 Workflow Tool. Thanks to all the advisors who helped us get here 🙌
Hey financial planners—
Quivr CRM was rated a Top-Rated CRM and #1 Workflow Tool by advisors themselves.
👉 Schedule a demo: calendly.com/d/cmqh-zrf-ytg
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As promised, the full User Spotlight with Josh Rendler of Define Financial is now live. Love hearing how advisors are saving real time with Quivr. 🎥👇
🎥 New User Spotlight!
Josh Rendler of Define Financial, LLC shares why his firm moved from Redtail to Quivr CRM—and never looked back. Learn how they save 15–30 minutes per prospect and streamline their workflow.
Watch on YouTube: youtu.be/cJtJYyRXxs4
Listen on Spotify: open.spotify.com/episode/0NA…
#QuivrCRM #FinancialPlanning #AdvisorTech
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15–30 minutes per prospect adds up fast.
Full User Spotlight with Josh coming soon 👇
🎥 Spotlight Sneak Peek: Josh
Prospect schedules a call → their intake process is automated.
Households, contacts, and intake details are all captured without manual work. What used to take 15–30 minutes per prospect is now hands-off.
👇 Watch the clip
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Always enjoy highlighting how advisors are building efficient firms with Quivr.
Great conversation with Allen Mueller 👇
🎉 New User Spotlight is live!
It’s been a couple of months since our last Spotlight, and today we’re bringing it back in place of our usual Friday Office Hours episode.
This week, we’re featuring Allen Mueller and how he runs an ultra-efficient firm with Quivr.
Watch here:
▶️ YouTube: youtu.be/XhAV02fDezI
🎧 Spotify: open.spotify.com/episode/0L9…
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26 Dec 2025
The Quivr community is the secret sauce. Advisors helping advisors → better software for everyone.
New on the blog: The Power of Community in Financial Planning ✨
At Quivr, our users aren’t just CRM users—they’re part of a community that helps shape the product. See how collaboration, Office Hours, and advisor feedback drive efficiency.
Read more 👉 quivrcrm.io/articles/office-…
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17 Dec 2025
I lived this as an advisor.
The 3 a.m. “did I forget something?” feeling is real—and totally avoidable with the right workflows in place.
Allen nails it here 👇
Tip Tuesday 🔧
Think workflows aren’t worth the time to map out? 🤔
In our upcoming User Spotlight, Quivr user Allen Mueller shares how building workflows now = saving time (and stress) later.
No more 3 a.m. “Did I do that for the client?” moments.
No more missed steps.
Just clean, consistent processes.
Full video coming soon 👀
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18 Nov 2025
Still time to join our webinar today! 📲 Learn how @QuivrCRM Qwil keeps client messaging secure and compliant. Even if you can’t make it live, register and we’ll send you the recording!
🚨 Today’s the day!
Join us at 12 PM CT for Secure, Compliant, and Easy: Quivr Qwil for Client Communication. Streamline messaging & keep client data secure.
Register or join here: zoom.us/webinar/register/931…
#QuivrCRM #ClientCommunication #Webinar
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24 Oct 2025
Your onboarding process says a lot about your firm.
Here’s how we make it seamless — for both clients and employees.
New Office Hours 🎥
Onboarding employees doesn’t have to be a messy checklist. In this week’s session, Steve & Will show how Quivr workflows make hiring as smooth as client onboarding.
📺 Watch now on YouTube: youtu.be/TKPidZdn1Ug
🎧 Listen on Spotify: open.spotify.com/episode/7HE…
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10 Oct 2025
We built Archr to make your workflows work for you. This Office Hours recap shows how powerful that can be👇
Tired of creating the same task 50 times? 😅
With Archr in Quivr CRM, you don’t have to.
Our latest Office Hours blog shows how recurring date-driven automations save time and keep your firm on track.
📖 Read here: quivrcrm.io/articles/boost-e…
#OfficeHours #QuivrCRM #Automation
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23 Sep 2025
It’s almost time! 🎉
We’re packing up and getting ready for #XYPNLIVE in Austin.
✅ Exhibit Day: Friday, Sept 26
✅ Stop by the Quivr booth
✅ Chat with the team about how advisors are scaling with Quivr CRM
See you soon!
@XYPNOfficial #QuivrCRM
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11 Sep 2025
Had a lot of fun recording this one 🎙️ Our first-ever User Spotlight — huge thanks to Colin for joining us and sharing how he’s using @QuivrCRM to create powerful client documents.
Check it out 👇
New series alert! In place of our usual Office Hours this week, we're launching our first-ever User Spotlight featuring Quivr user Colin Page. He's mastered using Quivr to generate powerful client documents!
Watch/Listen here:
▶️ YouTube: youtu.be/c6EEUM7E1cs
🎧 Spotify: open.spotify.com/episode/1gf…
#Quivr #UserSpotlight #FinancialAdvisors #CRM #FinTech
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13 Aug 2025
Your workflows are talking… but are you listening? 📊
Discover how to find the hidden gems in Quivr and turn them into game-changing insights.
📊 Are your workflows hiding critical insights? Learn how to unlock hidden data and boost efficiency by reporting on workflows in Quivr!
Read it here: quivrcrm.io/articles/unlocki…
#Quivr #CRM #FinancialAdvisors #Workflows #Efficiency
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21 Jul 2025
Looking forward to this event with @XYPNOfficial and @QuivrCRM!
Join us next week to learn how to build smarter workflows.
Still running ops off memory and sticky notes?
Join @QuivrCRM @XYPNOfficial for a free webinar July 29 at 12PM CT.
Get real-world workflow strategies from top advisors.
🎯 Register here → hubs.ly/Q03rJ6Ns0
#FinancialPlanning #RIA #Workflows
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8 Jul 2025
Excited for this upcoming webinar! Looking forward to sharing how this powerful integration can help advisors work even more efficiently.
Personal touch smart automation? ✅
Join @stevedrost (@QuivrCRM) & Dustin Belliston (@currentclient) on July 15 to learn how to create a seamless, scalable client experience.
👉 Register: zoom.us/webinar/register/561…
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