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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....

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