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    Ameriprise wanted to encourage financial advisors to educate their clients on the complex, Active Portfolios product. We learned how each of the … Read More
    Ameriprise wanted to encourage financial advisors to educate their clients on the complex, Active Portfolios product. We learned how each of the 65+ funds were unique, crafted a simple question set, and developed a easy-to-use decision tree to help clients a fund tailored to them. Read Less
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