TD Bank Financial Group

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 is worried about a letter that he has to write to Anders, a client whose investments have dropped considerably in value during the previous six months. He needs to ask Anders to meet with him to review his portfolio, but is afraid that Anders might react badly to the news and might blame Thom for his loss. Which of the following reasons for employing the indirect pattern is reflected in this situation?

A) delivering bad news
B) persuading the audience
C) delivering sensitive news
D) presenting information to an uninterested audience