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Why is it crucial to adhere to the six-step financial planning process for comprehensive financial management? Question 26 options: Because everyone else does For regulatory
Why is it crucial to adhere to the six-step financial planning process for comprehensive financial management? Question 26 options: Because everyone else does For regulatory reason as all firms can be audited and this will keep you in good standing with your firm To keep up with the competition For clarity of your services and complete disclosure of what is required for the best financial advice To ensure consistency for all clients receiving your financial planning services
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