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.
-In his proposal to Ji-wan, Thom needs to separate and distinguish between several different investment plans, including some details about each plan, such as the investments it would contain, their advantages, and the past performance of various items in that plan. Which of the following does the text indicate Thom should probably use?

Question

Quizplus · Accepted Answer

Thom should use headings and subheadings to clearly organize and distinguish between the different investment plans and provide details about each plan. This will make the proposal easier to read and understand for Ji-Wan. Using a variety of fonts, colors, and styles may actually make the proposal more confusing and distracting. Short paragraphs and starting each major idea on a new page may be helpful, but they are not as important as using headings and subheadings.