Absolutely! Card sorting comes from a technique used by trainers and coaches and is a great discipline for helping people think about their business. Business planning can be quite daunting when faced with a blank sheet of paper, the cards give not only a starting point but also stimulate discussion. This allows you as an advisor to point out important topics and guide people towards their goals. It allows you to use a light touch – or sometimes no touch at all – allowing your client to create his or her plan, then discuss and explain their thinking, with you providing input and guidance. Often the cards may flag up topics they may not have considered or may have overlooked.
