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Finding & Landing Right-Fit Clients

 

Link & Learn Workshop Series:
Finding & Landing Right-Fit Clients

An insightful breakout session where we'll delve into the core principles of client acquisition and how they can revolutionize your client acquisition approach.

Event Details

  • September 10, 2024

  • 7:30 - 9:00 AM

  • PWSB Community Room (218 E Washington St, Port Washington, WI 53074)

  • BONUS: Receive a FREE copy of Craig’s Book, Trusted Advisor Confidential

Speakers

  • Angela Ryan, Founder, Angela & Co. and Exotic Species

  • Craig Lowder, Founding Principle, Mainspring Sales

Workshop Highlights

You will learn the formula for right-fit client acquisition from Craig Lowder’s book, ‘Trusted Advisor Confidential’ called the NavSTAR Client Acquisition℠ System, six steps — called STARS:

  • Targeting Is Star One: Focus your efforts on prospects that match your expertise perfectly.

  • Messaging Is Star Two: Develop messages that resonate deeply with your target audience, fostering engagement and interest.

  • Business Development Process Mapping is Star Three: Optimize your client acquisition process for peak efficiency and effectiveness.

  • Business Development Success Scorecard is Star Four: Measure your progress and fine-tune your system with precise metrics.

  • Lead Generation Is Star Five: Employ innovative methods to attract a consistent flow of potential right-fit clients.

  • Feed The Funnel Is Star Six: Expertly nurture leads to ensure a continuous stream of new right-fit clients.

  • Through this workshop, we'll explore The Connector Compass™, a powerful tool that will guide you in identifying, engaging, and nurturing valuable referral networks.

About Craig Lowder:

Craig Lowder is a client acquisition specialist with a 40 year track record of empowering independent trusted advisors such as accountants, attorneys, business consultants, and financial/wealth advisors to achieve their business growth and income goals.

Hosted by: Angela & Co. and Downtown Port

 
 
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