Templar is a leading global communications coaching and training firm. We specialise in the financial services sector.
TEMPLAR DELIVERS
TRAINING &
COACHING
Templar’s coaching and training is practical, relevant and actionable. The sessions are high-impact and center around our clients’ real business challenges. Participants are able to take new skills and techniques back to the desk immediately.
INVESTOR
COMMUNICATIONS
Clients call on Templar for communications advice at critical moments in the lifecycles of their businesses. That includes corporate clients embarking on IPO or M&A processes… And, investors raising capital in the public and private markets.
CRITICAL PITCHES &
PRESENTATIONS
For many Templar clients, their professional reputations to a significant degree rely on their effectiveness in high-profile meetings and pitches. We equip them to achieve the optimal outcome – winning the business, negotiating a better price, or simply impressing their audience.
WHO WE WORK WITH























Latest Insights
Alienating women could cost financial industry $700bn a year
Traditional gender stereotypes are being smashed by a generation of women who control more assets than ever before - and yet feel let down by the industry. Charlie Corbett spoke to Lindsey Larrabee, Templar Advisors’ lead for Financial Psychology and Behavioral...
When pitches go wrong: common mistakes and how to avoid them
If you want to get a deal across the line, it’s crucial not to alienate your audience. Park your ego at the door, avoid talking too much about your credentials, and stay focused on identifying the client’s need. It’s a situation many salespeople will be familiar with....
Briarcliff Asks: Q&A session with Templar Partner, Charles Garnett
We are pleased to share the Q&A discussion that Templar Advisors Partner, Charles Garnett, had with Jess Larsen – Founder & CEO of Briarcliffe Credit Partners. Briarcliffe are the highly regarded, fast-growing and dedicated private credit placement...