The September 2022 Aite-Novarica report Taking the Measure of Advice by Alois Pirker introduces the Intelligent Financial Life Advisor Practice Score, designed to assess how effectively advisors deliver holistic financial wellness. It emphasizes that financial planning is foundational and must evolve to address broader client needs. The score evaluates multiple practice components, correlating higher scores with stronger client outcomes and greater assets under management. The report explains the methodology, benefits for advisors, and how embracing this model can improve client satisfaction, deepen relationships, and drive business growth in a competitive advisory landscape.

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