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Options
- A
Which fund to recommend as a replacement
-
The one next step they will ask the client to take
Correct answer
- C
How to explain XIRR in simple terms
- D
Whether to show the data on screen or on paper
Why this is the answer
A narrative without a clear ending has no direction. Knowing the ask before the meeting starts ensures that everything in the conversation — the situation, the gap, the insight — points toward a single, specific action. Multiple possible endings dilute the impact of everything that came before.
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