Programs for Trusted Advisors

Sales Strategy & Consulting for Wealth Advisors, Insurance Brokers, CPAs, and Sales Leadership

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

That's where the NavSTAR Client Acquisition® 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.

NavSTAR Client Acquisition® D.I.Y. Bundle

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 Investment: $395

NavSTAR Client Acquisition® Group Program

For those who thrive in a collaborative and structured learning environment, our 15-week Group Program is the perfect choice. This in-depth program is designed to offer not only knowledge and tools but also a community and structure to support your growth. The Group Program includes:

  • Bi-weekly 90-minute Group Sessions: Engage in dynamic learning sessions that encourage interaction and collaborative problem-solving.

  • Bi-weekly 90-minute 1:1 Work Review Sessions: Receive personalized feedback and guidance to refine your strategies and maximize your progress.

  • Paced Accountability: Stay on track with structured milestones and supportive accountability, ensuring continuous progress toward your goals.

  • Autographed Copy of Trusted Advisor Confidential & Personal Login Portal: Gain insights from the experts and access your resources seamlessly.

  • NavSTAR Client Acquisition™ System Toolkit: Equip yourself with a comprehensive set of tools and templates tailored to enhance your client acquisition strategies.

  • BONUS: Six (6) 60-minute Monthly CAPTAIN’S TABLE Mastermind Group Sessions: Amplify your journey with additional mastermind sessions that provide deeper insights, networking opportunities, and strategic collaborations.

Transform not only how you acquire clients but also your professional growth and sales skills.

Program Investment: $3960.00

Meet your instructor

Craig Lowder

Ancient mariners used stars to chart their journey. Today you as a Trusted Advisor need to navigate the complex buying journey of your prospective clients. But your guide is still the STARS. The NavStar Client AcquisitionSM system, introduced in the book Trusted Advisor Confidential and supporting toolkit, explores the 6 STARS you need to follow to reach your destination.

Additional Bundles + Offers

15-Week Group Program

D.I.Y. Book + Toolkit Bundle

Book Only

Captain’s Table Monthly Mastermind Group

SEXTANT Session

What are you waiting for?