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Options
- A
A well-designed chart is sufficient to help a client make an investment decision
- B
The more data a wealth manager presents, the more informed and confident the client becomes
-
Data becomes actionable only when it is embedded in a narrative with a clear insight and a specific next step
Correct answer
- D
Clients make decisions based on returns data when it is presented accurately and without bias
Why this is the answer
Data on its own locates the client but does not move them. A narrative that connects data to the client's goal, reveals what is at stake, and ends with one clear action is what converts information into a decision. Charts and numbers are inputs to the story — they are not the story itself.
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