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 he wants his proposed financial plan for Ji-Wan to be clear, focused, and well written, and he knows that won't be an easy task. What does the text suggest that he should do to make writing the first draft of his proposal less difficult?

Question

Quizplus · Accepted Answer

The text suggests that Thom wants to make his proposed financial plan clear and well-written, and the best way to do that is to create an environment that is quiet and free of distractions. This will allow him to focus on the task at hand and produce a high-quality first draft. Beginning with the most important idea or consulting with colleagues may also be helpful, but they are not explicitly mentioned in the text as strategies for making the writing process less difficult. Using pen and paper rather than a computer may actually make the process more difficult and time-consuming, as editing and revising would be more challenging. Therefore, D is the best choice.