by T3mpl4r4dv150r5 | Oct 15, 2019 | Templar
The trade war between the US and China has marked the beginning of a new paradigm bringing a new set of uncertainties. This requires global companies to develop a new mindset that adapts to these new challenges. Most importantly, given the increasing importance of...
by T3mpl4r4dv150r5 | Sep 17, 2019 | Templar, Women's development
It’s no secret in the wealth management industry that female clients can no longer be viewed as a secondary group of investors. But many advisors have yet to grasp how they should engage and work with women investors differently. In the latest Journal of Financial...
by T3mpl4r4dv150r5 | Jul 23, 2019 | Executive presence, Women's development
Successful business professionals possess executive presence, an intangible blend of physical and emotional traits that combined, enable them to generate trust in employers, clients and reports. Parts one and two of this series described the critical role both...
by T3mpl4r4dv150r5 | Jul 18, 2019 | Templar
Templar Advisors is pleased to announce the appointment of Lindsey Larrabee as a consultant based in Denver. Lindsey brings extensive client experience in financial services, with a particular focus on wealth management garnered during roles at BNY Mellon and...
by T3mpl4r4dv150r5 | Jul 10, 2019 | Templar
We ARE pleased to announce the launch of the art of decision making written by Templar CO-founder Joseph Bikart. Drawing from philosophy, psychology, literature and theology, Joseph uses decades of experience as an advisor to leading companies around the world to...