TD Bank Financial Group

question 31

Multiple Choice

TD Bank Financial Group
Thom Hollis works as a financial advisor for TD Bank Financial Group. His job involves providing investment advice to many clients, in person or on the phone, and writing many letters and e-mails. He has an appointment tomorrow with Ji-Wan, a client, to review her personal investment portfolio. Before she comes in, Thom has to review her profile, decide what changes to suggest, and put together a proposed portfolio. He has a recent finance diploma, but because he is still relatively new to his job, he wants to collect as much information as he can on appropriate investments for her, so he decides to send an e-mail to Alyson, his manager, to see if she has any suggestions or advice. Besides preparing for his meeting with Ji-Wan, Thom has several other tasks he must work on.
-Thom knows that the best way to organize the information and questions in his e-mail is to create an outline. Which of the following does the text recommend as a strategy that Thom might find helpful when creating his outline??

• A)Use a vague title that describes the content.
• B)Divide the topic into 8 to 10 major components.
• C)Repeat/overlap important information.
• D)Use evidence to support subpoints.

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Definitions:

Partnership

A lawful business structure operated by two or more people who divide management duties and share the profits.

Liability Insurance

A type of insurance that provides protection against claims resulting from injuries and damage to people or property.

Losses

Financial or material reductions resulting from business activities or other endeavors.

Negligence

Failure to take reasonable care to avoid causing injury or loss to another person.