Envestnet Whitepapers

Taking the Measure of Advice © 2022 Envestnet. All rights reserved. 2 List of Tables TABLE A: COMPARISON OF TOP-QUARTILE ADVISORS WITH BOTTOM-QUARTILE ADVISORS FOR KEY PRACTICE METRICS ......................................................................................... 15

• 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)