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 decides to revise one of his sentences because it contains jargon. Which of the following sentences does he most likely decide to revise?

A) The bottom line is that this organization needs to facilitate customer buy-in.
B) At this point in time, we need to focus on customer loyalty.
C) We need to promote customer loyalty with all due speed.
D) As per your request, enclosed please find my recommendations for promoting customer loyalty.