TD Bank Financial Group

question 34

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 wants to be sure that he presents his client with an impressive investment proposal. Which of the following does the text suggest that he should do when proofreading his proposal?

• A)Check whether the ideas are clear and well organized.
• B)Ensure that sentences and paragraphs aren't too long.
• C)Read the proposal from a print copy.
• D)Profile the audience for the proposal.

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Definitions:

Practitioner

A professional engaged in the practice of a particular occupation or profession, often within the healthcare sector.

Second Call

In emergency services, a subsequent notification for assistance or action after the initial call.

Long Wait

An extended period of time spent anticipating or awaiting something, often causing inconvenience or dissatisfaction.

Enunciation

Clear and distinct speaking.