a
a

COACHING & TRAINING

Presentation & Communication Skills >
Sales & Client Skills >
Negotiation >
Public Speaking >
Relationship Management >
Leadership >
Influence and Persuasion >
Media Training >

GLOBAL INVESTOR COMMUNICATION

IPOs >
M&A >
Fund Raising >
LP Annual Meetings >
Roadshow Preparation >
Lender Presentations & Bond Calls >

CRITICAL PITCHES AND PRESENTATIONS

Investment Committee Meetings >
Board Presentations >
Live Pitches >
Keynote Speeches >
Panel Preparation >

Women’s Development Series (WDS)

ABOUT

About Templar >
Who we work with >
Global Team >
Global Contacts >

INSIGHTS

Alienating women could cost financial industry $700bn a year

Alienating women could cost financial industry $700bn a year

by T3mpl4r4dv150r5 | Mar 6, 2023 | Article

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

When pitches go wrong: common mistakes and how to avoid them

by T3mpl4r4dv150r5 | Feb 13, 2023 | Article, Learning and development, Presentation skills

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

Briarcliff Asks: Q&A session with Templar Partner, Charles Garnett

by T3mpl4r4dv150r5 | Apr 19, 2022 | Presentation skills, Templar

  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...
Executive Maternity Coaching: offering an alternative track for working mothers (part 2)

Executive Maternity Coaching: offering an alternative track for working mothers (part 2)

by T3mpl4r4dv150r5 | Dec 6, 2021 | Templar

In Part 1 of this blog, I outlined the clear benefits to both working mothers and their employers of maternity coaching engagements. However, I believe that the coaching model can be evolved to cater for the nuanced needs of women returning from leave in financial and...
Maternity Coaching: a step in the right direction (part 1)

Maternity Coaching: a step in the right direction (part 1)

by T3mpl4r4dv150r5 | Nov 17, 2021 | Templar

The ‘mummy track’ In financial and professional services, it is well-documented that many high-performing women become mothers at the peak of their career and either leave the workforce or move into a less demanding role. This plateauing of a woman’s career trajectory...
« Older Entries

Home
Coaching & Training
Global Investor Communication
Critical Pitches & Presentations
Women’s Development Series
About Us
Our Team
Clients
Insights
Contact

Templar Advisors (HQ)
63 Catherine Place
London SW1E 6DY
United Kingdom

e: info@templaradvisors.com
t: +44 (0)20 7963 6800

  • Follow

© 2022 Templar Advisors Ltd.  Terms & Conditions > Privacy Policy > Website design & development by Rebel Branding Ltd