Issue link: https://resources.envestnet.com/i/1527494
National Study Overview: Unlock the Mindset of Today's Affluent Investor Envestnet and The Center for Generational Kinetics are excited to present key findings and discoveries from our brand-new research into the generational opportunities for financial advisors through the mindset and mood of affluent American investors. These are precisely the insights that financial professionals need to know to best understand, connect with, build trust, and serve their clients in today's dynamic environment. Money is an emotional subject for many clients. To best serve your clients and address the various feelings of fear, excitement, anxiety, and overwhelm that the topic of finances can surface, understanding your client and their mindset is key. Our purpose in undertaking this cutting-edge research was to explore specific actions, behaviors, and trends that Affluent Americans across generations, income levels, and household net worth are taking today when it comes to their financial wellness and their current mindset about their financial future. Our in-depth research has uncovered the hidden behavioral drivers and attitudes, as well as identified compelling data points on both the challenges and opportunities for financial advisors in managing wealth across generational and wealth spectrums. This Affluent National study included an Affluent sample, oversamples of Higher-Earners, and High-Net-Worth (HNW) individuals allowing for a truly unique opportunity to understand the behaviors and needs within these specific demographics. The Envestnet team is inspired to serve our clients, and we believe that implementing the discoveries in this research report will enable you—the financial advisor—to best understand and serve the unique financial picture of your individual clients and tailor advice to develop personalized portfolios and recommendations faster and more effectively. Our integrated and connected technology platform provides the unique ability to efficiently pull together all the critical client information into one place in order to best optimize your practice, and allows you to focus on the most important part of your business—the client. We hope you find these discoveries actionable and impactful to your business. Let's dive into these unique insights, perspectives and solutions! Higher-Earners Annual household income of $200K or more individually or $300K or more with a spouse/partner in each of the past two years High-Net-Worth Net worth of $1M or more individually or with a spouse or partner, excluding primary residence Affluent Annual household income or household net worth of >$100K ©2023 Envestnet, Inc. and The Center for Generational Kinetics. All rights reserved. 3