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.
-Before Thom writes an e-mail to Alyson, he needs to collect the information that he will include in the e-mail. He knows that Alyson is very busy and doesn't want to waste her time, so he wants to be sure to include all the information, and only the information, that she needs. When deciding what his message should include, what primary question does the text suggest Thom should ask himself?

A) Who is my audience?
B) What does the receiver need to know about this topic?
C) What can my manager do to help me?
D) How will my manager feel about this information?