Office Hours: Managing 401k Plans in Quivr CRM
Автор: Quivr CRM
Загружено: 2025-12-12
Просмотров: 17
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This week on Office Hours, Steve Drost and Will Kaplan dive into best practices for managing 401k plans in Quivr CRM. Whether you’re working with a single plan or multiple business owner clients, learn how to structure your households, track plan participants, and keep your data organized.
In this episode, you’ll discover:
✨ How to decide if a 401k plan should be its own household or part of a client’s household
✨ Tips for tracking plan participants without cluttering your CRM
✨ Different approaches depending on your firm’s focus and volume of plans
✨ Ways Quivr helps you stay organized while supporting business owner clients
📅 If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.
🔍 Not using Quivr yet? Visit our website or schedule a demo to see how we can help simplify your firm’s operations.
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