The Research Tactics Checklist is included in the Initiate step of the Trusted Client Adviser process. This checklist is used to assist in meeting preparation. During the meeting, listen and establish rapport. Use the Identify & Prioritize Tool and the Client Goals & Challenges Worksheet to evaluate the client’s needs.
Since all clients are unique, it is essential to do your homework prior to each new opportunity that comes your way. Be sure to refresh your understanding of your