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Evaluating the Transition to an Advisory Model

The Value of Your Advice

Learn how to confidently transition clients to an advisory model. First, determine your value to your clients in today’s changing, dynamic industry. Second, learn conversation starters and ways to overcome potential roadblocks you may encounter during your transition to an advisory model. Lastly, you’ll get step-by-step instructions for making the transition.


  • How to define the value you provide clients in seven key areas
  • How to craft your transition story using the development of smartphone apps to as an analogy for way financial advice has changed over the years--something clients can relate to
  • How to overcome seven common client objectives to transitioning to an advisory model

Next Steps

  1. Download The Value of Your Advice workbook
  2. Contact your Hartford Funds Advisor Consultant about creating a game plan for this topic
  3. Want to learn how to apply these insights to your practice? Send us your email

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Red Rock Strategic Partners is not an affiliate or subsidiary of Hartford Funds.