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INSIGHTS

Using financial psychology to better serve female clients

Using financial psychology to better serve female clients

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...
Decoding Executive Presence – part 3

Decoding Executive Presence – part 3

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...
New appointment – Lindsey Larrabee joins Templar

New appointment – Lindsey Larrabee joins Templar

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...
The Art of Decision Making – Move from Indecision to Smart Choices

The Art of Decision Making – Move from Indecision to Smart Choices

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...
Decoding Executive Presence – part 2

Decoding Executive Presence – part 2

by T3mpl4r4dv150r5 | Jun 12, 2019 | Templar, Women's development

In business, talent alone doesn’t guarantee success.  It takes more than simple merit to bridge the gap between potential and realisation.  That link is executive presence: a cluster of qualities successful professionals radiate which make others trust that once in...
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