Client goals and challenges worksheet
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Client goals and challenges worksheet

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The Client Goals & Challenges Worksheet 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 the Identify & Prioritize Tool and this worksheet to evaluate the client’s needs.

The Client Goals & Challenges Worksheet is designed to provide a broad overview of the client’s goals and challenges. It assists in narrowing these items to which is most important to the client in the immediate future. The worksheet should also be used to illustrate your value. Ask the client to articulate and explain as to the value they want and expect to be added by your services.

Download the Client goals and challenges worksheet

File name: Client-goals-and-challenges-worksheet.pdf

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