Guide
Portrait + landscapeAdvisor Role Evolution Playbook Addendum
Use this addendum to examine how advisor responsibilities change as an HRB program moves from recommendation through implementation and ongoing support.
Resource Library
Build the Team & Assign Scope
Identify the partners involved, define responsibilities, document scope, and close ownership gaps.
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Worksheet
Portrait + landscapeBroker Bridge Questions
Use these questions to connect employer-side and individual-market broker work, surface assumptions, and clarify ownership before handoffs occur.
Worksheet
Portrait + landscapeBroker Knowledge Gap Matrix
Map knowledge strengths and gaps across broker roles so training, specialist support, and handoff responsibilities can be assigned deliberately.
Checklist
Portrait + landscapeHandoff Checklist
Supports complete, documented handoffs between employers, brokers, vendors, and operating partners.
Reference
Portrait + landscapeHRB Designee Network Profile Directory
Document specialist and partner profiles, service boundaries, contact paths, and qualifications for work that must be routed beyond the core team.
Reference
Portrait + landscapePartner Directory
Records the partners supporting an HRB arrangement and the functions each partner provides.
Worksheet
Portrait + landscapePlatform Evaluation and Coverage Gap Diagnostic
Assesses whether a platform and its partner ecosystem cover the capabilities required for the intended HRB model.
Evidence File
Portrait + landscapeReferral Compensation Evidence Record
Document referral relationships, compensation facts, disclosures, approvals, and supporting records for qualified compliance review.
Worksheet
Portrait + landscapeResponsibility Matrix
Assigns ownership for key HRB responsibilities and makes handoff or accountability gaps visible.
Template
Portrait + landscapeSOW Builder
Structures partner scope, deliverables, boundaries, assumptions, and ownership for an HRB engagement.
Reference
Portrait + landscapeSupport Routing Map
Maps common support needs to the partner or role responsible for response, escalation, and resolution.
Template
Portrait + landscapeVendor/Partner Profile
Captures a vendor or partner's role, capabilities, dependencies, contacts, and operating boundaries.
Worksheet
Portrait + landscapeVendor Scope Scorecard
Evaluates vendor scope clarity, capability coverage, dependencies, and unresolved ownership gaps.