The Identify & Prioritize Tool is included in the Initiate step of the Trusted Client Adviser process. Use the Research Tactics Checklist to assist in meeting preparation. During the meeting, listen and establish rapport. Use this tool and the Client Goals & Challenges Worksheet to evaluate the client’s needs.
The Identify & Prioritize Tool is used to help you identify and prioritize projects and concerns where you believe you may be able to help the client. Based on your