Envestnet Whitepapers

S eptem ber 2 0 2 2 Taking the Measure of Advice THE INTELLIGENT FINANCIAL LIFE ADVISOR PRACTICE SCORE AND HOW IT BENEFITS ADVISORS' PRACTICES Prepared For:

• Cover
• SUMMARY AND KEY FINDINGS
• INTRODUCTION
• METHODOLOGY
• Why financial wellness matters and how advisors need to change their practices
• Financial planning is foundational
• The Intelligent Financial Life ADVISOR PRACTICE score
• How advisors benefit from delivering AN INTELLIGENT FINANCIAL LIFE
• Conclusion
• Appendix: the methodology behind the Intelligent Financial Life Advisor Practice score
• Appendix: the methodology behind the Intelligent Financial Life Advisor Practice score (1)
• Appendix: the methodology behind the Intelligent Financial Life Advisor Practice score (2)
• Appendix: the methodology behind the Intelligent Financial Life Advisor Practice score (3)