Trusted Advisor Confidential/NavSTAR Client Acquisition® DIY Bundle

  • $395

NavSTAR Client Acquisition® DIY Bundle

  • 46 Lessons

Designed for the go-getters who prefer to learn at their own pace, the D.I.Y. Bundle Program is available starting TODAY. This comprehensive package is meticulously crafted to empower you with the tools and knowledge necessary to transform your client acquisition strategies effectively. Here’s what the Bundle includes:

  • Autographed Copy of Trusted Advisor Confidential: Kickstart your journey with insights and strategies straight from the experts, with a personal touch.

  • Personal Login Portal: Access your resources anytime, anywhere, through your exclusive login portal.

  • NavSTAR Client Acquisition™ System Toolkit: Dive into over 25+ client acquisition tools and DIY templates designed to streamline your process and boost your success rate.

Program Overview

Introduction

Introducing Trusted Advisor Confidential™: The Insiders Guide to Landing High-Paying Clients
Preview
Why Business Development Can Be A Mystery For Trusted Advisors
Preview
Getting Started
Preview
Meet Craig Lowder
Preview

Pre-Course Work

Welcome to Your First Week!
Reading Assignment: Chapter 1 & 2
Your Business Journey Worksheet
What Are Your Six Stars Starting Grades?

STAR 1 Targeting

Overview STAR 1: Targeting
Reading Assignment: Chapter 3
Grading Your Clients
Your Ideal Client Profile
The Functional Persona
The Buying Persona
The Connector Compass™

STAR 2 Messaging

Overview STAR 2: Messaging
Reading Assignment: Chapter 4
Five Steps to Finding Your Value Wedge
Discover Your Uniqueness
Your Guarantee Questionnaire
Target Client Information Sources
Lead Generation Strategies
Marketing Campaign Break-Even Analysis

STAR 3 Business Development Process Mapping

Overview STAR 3: Business Development Process Mapping
Reading Assignment: Chapter 5
Steps in the Customer Journey
Number of Business Development Processes
Business Development Process Map
The Opportunity Star Map

STAR 4 Business Development Success Scorecard

Overview STAR 4: Business Development Success Scorecard
Reading Assignment: Chapter 6
Business Development Success Standards
52-Week Activity & Results Tracker

STAR 5 Lead Generation

Overview STAR 5: Lead Generation
Reading Assignment: Chapter 7
Lead Generation Checklist
How to Host Small-Scale Seminars
How to Get Paid Speeches
How to Get Publicity
How to Conduct Proprietary Research

STAR 6 Feed the Funnel

Overview STAR 6: Feed the Funnel
Reading Assignment: Chapter 8
Funnel Math
Opportunity Tracker

Keep Your Stars Aligned

Reading Assignment: Chapters 9 & 10

What's Next?

Sextant Session

You're great at what you do, but client acquisition?

It's probably not your jam. That's where the NavSTAR System rolls in, with six killer steps to target, engage, and convert the clients you actually want – as smoothly as your first coffee of the day.