Question: Aligning a growth or CPI Target return strategy to client goals/outcomes follows a specific process. Match the step to each process item as indicated below.
Aligning a growth or CPI Target return strategy to client goals/outcomes follows a specific process. Match the step to each process item as indicated below. A = Goals are defined and analysed within Liberty Advice+ B = The range of return framework gives clients an indication of the minimum/maximum returns that are possible C = The target growth rate/growth strategy identified in the Guided Advice process for a client to achieve their goals D = Portfolios are selected in line with the growth strategy/target growth rate of the goals as defined within Advice+ E = The clients growth strategy, premium and wrappers are passed through for implementation on the Adviser Workbench Step 1 Answer 1 Step 2 Answer 2 Step 3 Answer 3 Step 4 Answer 4 Step 5 Answer 5
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