Is sales qualification so boring that it’s actually interesting? Templar director Hugo Williams shows how, when used well, the jargon and process-driven formulas play to unstated emotional client goals. If qualification is thought of as continual clarification - or even closing - both you and your clients will have happier outcomes.
Employees have recognised that their businesses have stepped up in critical ways to meet the challenge of the pandemic. According to recent surveys, they give their organizations good marks for responding to the crisis proactively, looking after their health and giving them the right information to plan and adjust. They believe that their companies have done a better job than governments or many health organizations. Business leaders should feel proud of their response.
The Partners, Directors and Staff of Templar Advisors are deeply saddened by the untimely death of their cherished friend and colleague Patrick McKenna. Patrick died on Sunday, 15th November following a protracted and courageous battle with Lou Gehrig’s disease (ALS).
Templar is partnering with the 100 Black Internships initiative. The initiative offers internships to Black students across the UK to help kick start their career in investment management. 200 of the industry’s leading players are taking part as a way to source a more diverse group of talent for the long-term. The internships will be paid and last a minimum of six weeks over the Summer of 2021.
Research shows that many women focus on the rapport dimension of relationships, using small talk to build trust and engagement. In a digital environment this can cause women to unintentionally lose their audience. We share five communication tips on how to adapt to a virtual audience’s needs while remaining authentic.