Introducing Trusted Advisor Confidential™: The Insiders Guide to Landing High-Paying Clients

Introducing Trusted Advisor Confidential™: The Insiders Guide to Landing High-Paying Clients

Being a trusted advisor means you are good at what you do. There is a myth that if you do good work, then clients will find you. However, just being good is not good enough. The biggest mystery for trusted advisors is how to attract increasing numbers of right-fit clients on a regular basis, without wasting time or money.

Trusted Advisor Confidential shows you the secret to letting the stars guide your business development efforts with the NavSTAR Client Acquisition℠ System. This six star proactive system enables trusted advisors to generate a significant, predictable, and sustainable book of business.

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Introduction

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

Pre-Course Work

  • Welcome to Your First Week!
  • Reading Assignment: Chapter 1 & 2
  • Your Business Journey Worksheet
  • What Are Your Six Stars Starting Grades?3

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