Brevity Solution Session – A Modern Approach to Hiring, Training, Developing, & Retaining Advisors
March 24
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- 12:15 pm
- - 1:30 pm
- Davidson D
- Breakout Session
Success for new advisors comes down to mastering conversations. Learning what to say, practicing how to say it, and reviewing how it shows up in real client meetings.
While firms already excel at the “learning” pillar, most struggle to provide enough high-quality practice and meaningful feedback at scale.
In this session, Kelvin Johnson will explore how modern tools, like AI role play and Brevity’s Meeting Analyzer, accelerate advisor confidence, readiness, and long-term career growth, especially when paired with strong strategies around spheres of influence and referrals.
You’ll walk away with a practical framework for hiring, training, developing, and ultimately retaining more successful advisors.
Sponsored by
