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TD Bank Financial Group

question 23

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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.
-Which version of the following sentence did Thom likely keep as the most effective use of concise writing?


Definitions:

Promotions

Activities, including marketing and advertising, aimed at increasing awareness, sales, or visibility of a product, service, or brand.

Reinforcers

Incentives such as awards, bonuses, promotions, gifts, and even compliments.

Incentives

Rewards or motivators provided to encourage specific actions or behaviors.

McClelland's Manifest Needs

A theory proposed by David McClelland that suggests human motivation is driven by three needs: achievement, affiliation, and power.

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