Case Study: Pacific Advisors Cuts New-Advisor Churn with Brevity

Pacific Advisors cuts early-career advisor churn 30% with Brevity

Pacific Advisors, a Guardian Life general agency, faced the industry-wide challenge of high early-career churn among new financial advisors. Their specific problem was that new hires were "burning their natural market" by practicing on warm prospects before they had the necessary skills, damaging key relationships. They partnered with Brevity and its AI-powered role play platform to solve this costly training issue.

By implementing Brevity's platform, Pacific Advisors gave advisors a safe, consistent place to practice conversations, which freed managers to become coaches instead of drill instructors. The results were significant: a 30% reduction in early-career advisor churn, a 44% increase in sales productivity, and a 25% improvement in multi-solution sales. Brevity provided the data-driven training needed to improve retention and performance.

Pacific Advisors