The Navigator - Business Development Skills

Creating moments that open doors

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Clients are better informed than ever, so they expect real value when they meet a professional adviser. If they don’t receive it, their decision is likely to come down to price - which neither side really wants.

What clients need is a navigator: someone who understands their destination, uncovers what matters to them, anticipates potential hurdles and recommends the right route with calmness and credibility.

The Navigator is a practical value-selling programme for consultants, lawyers, accountants, financial advisers, real estate professionals and anyone responsible for developing business in a professional services environment.

It helps participants move beyond simply describing their services to creating and communicating genuine client value - from the first conversation through to long-term loyalty.

Giving participants the ability to:

  • Understand how clients define value and what value-selling really means

  • Conduct deeper discovery conversations to uncover context, needs and motivators

  • Use high-gain questions and active listening to create value through the conversation itself

  • Develop a differentiated client value proposition

  • Communicate recommendations with clarity, impact and credibility

  • Handle questions and resistance with confidence and composure

  • Differentiate themselves - and their firm - through the quality of their client conversations

It was a top-notch course. I wish I’d attended years ago! Thanks for the tips and coaching. They are simple and basic, but the impact is SIGNIFICANT !!!!
— NZ Bank Senior Sales Manager

Workshop Details

The Navigator is designed for groups of up to eight participants and is fully tailored to your organisation and industry. Interactive discussion, practical tools and relevant scenarios ensure the content, terminology and approach reflect the real conversations your people have with clients.

Before delivery, we consult with you to align the programme with your objectives and the specific needs of participants.