#68 - The Man Redefining Retirement and Transforming CRM - Steve Drost

Ever wondered how some people manage to retire earlier than anticipated? Financial whiz Steve Drost joins us in this episode, revealing his innovative pre-retirement planning approach that has left many of his clients in awe, retiring ahead of their schedules. He provides a captivating account of his journey, transitioning from a financial planning intern to co-founding Drost Financial. Steve's story is a testament to ambition, landing the right job, and the power of resilience when nurturing a clientele base. His team is mighty efficient, featuring a key player - his mom serving as an advanced admin. Ready to revolutionize your service delivery as a financial advisor? Get an inside look at Steve's other venture, Quiver CRM, developed in tandem with his brother. Designed as an all-in-one solution for swift delegation, this platform is a game-changer for small firms. Steve's goal was clear - make enough money to do what he wanted while having the freedom to do just that. So, he invested in building Quiver CRM - a tool that keeps everything in one place and enables rapid delegation. Hear how this tool is helping advisors deliver top-notch services to their clients. While you’re at it, get a peek into Steve's life as he balances his work with his family. Join us for this amazing chat with Steve Drost who is redefining retirement and financial planning.