Meeting details:
Zoom link here:
https://us02web.zoom.us/j/8155657215?pwd=YTFJWU9XTFF3clhTQjh6b1JRejB2QT09&omn=84861024029
Meeting ID: 815 565 7215
Passcode: 5575124
Meeting Dates, Times & Agendas:
OCTOBER 9, 2025
Our fellow CDAM member Craig Lowder, author of 2 fantastic books - Smooth Selling Forever and Trusted Advisor Confidential, will present and discuss his impactful Connector Compass, a navigation system which will unleash consistent, high-quality referrals to fuel your own trusted advisor business.
Click the link below to download your free copy of this tool before we discuss it next week!
The Connector Compass™
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With a unique blend of foundational sales science & real-world experience, Craig partners with businesses and advisors to transform their sales trajectory, ensuring consistent, measurable growth in every endeavor.
Craig’s been in the trenches for over 30 years, clocking 60K+ hours of real-world experience and helping over 100 advisors. The result? The NavSTAR Client Acquisition℠ System for Trusted Advisors and the Smooth Selling Forever℠ System for Business Owners. This isn't your average, run-of-the-mill approach. This is about getting serious with your client game.
Link to Craig's website: https://www.craiglowder.com/
Craig's LinkedIn Profile: https://www.linkedin.com/in/craiglowder/
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We meet on the 2nd Thursday of every month from 11:30 am to 1:30 pm.
We are also looking to create an In-Person event in the near future. More info as we create and cement the plans.
Membership will be tracked consistently to ensure that meaningful participation is possible. Troika participation is encouraged. Repeated requests for "no troika" is not consistent with the goals of the group.
Format: Pre-meeting networking begins at 11:30 AM. Meeting starts at 12:00PM CT SHARP.
- Host, Group Leader, Assistant Group Leader & EC Member Introductions.
- A brief presentation regarding the topic of the day. Topics will vary but will include variously:
* Break-out sessions to discuss the applicability of the topic to your specific distributor and manufacturer clients.
* Panel discussions with CDAM Group members and outside contributors as well.
* Member spotlights.
This is your opportunity to become familiar with the areas of expertise of your fellow attendees as well as pick up insights on how and when collaboration is possible.
- Thank you’s and testimonials geared toward each other and our Distribution and Manufacturing clients. Describe the nature of the client business and how you and your colleague successfully contributed.
- Brief introductions for those who have not yet introduced their practice area.
- Post-meeting social for 10 minutes
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Troika assignments will be distributed via email after each meeting.
Zoom link here:
https://us02web.zoom.us/j/8155657215?pwd=YTFJWU9XTFF3clhTQjh6b1JRejB2QT09&omn=84861024029
Meeting ID: 815 565 7215
Passcode: 5575124
One tap mobile
+13126266799,,8155657215#,,,,*5575124# US (Chicago)
+13092053325,,8155657215#,,,,*5575124# US
Meeting ID: 815 565 7215
Passcode: 5575124
Find your local number: https://us02web.zoom.us/u/kbC3GGVukw
Any questions, contact David Liebman or Tom Latourette:
dliebman@powerplayre.com M: 847-721-6088 tom@m3learning.com M: 847-528-2738
