by Seb Wals | Jul 22, 2025 | Article, Negotiation
Templar Advisors’ clients spend significant time negotiating with varied counterparties, both internally and externally. Strong negotiation skills are essential in the workplace. Bankers rely on them when negotiating fees with clients. Private equity...
by T3mpl4r4dv150r5 | Aug 3, 2018 | Negotiation, Templar
The recipe is simple: the more value you offer a client, the more they’ll depend on you for your expertise and your services further down the line. Value sometimes means saying ‘no’, and this can go a long way in building long-standing relationships. This...
by T3mpl4r4dv150r5 | Apr 25, 2018 | Executive presence, Negotiation, Templar, Women's development
The second time I presented a paper at an international conference it was a disaster. I’d felt so anxious the first time, that I’d prepped excessively for the second run. At one point, four or five people walked out of the room. I knew these things happen at large,...
by T3mpl4r4dv150r5 | Apr 6, 2018 | Negotiation, Templar
In this second article Russell Ross-Smith charts a further assortment of cognitive biases, or glitches in the human software of reasoning. As a super-rational money manager or distribution professional you may consider that the psychology of decision making and...
by T3mpl4r4dv150r5 | Mar 28, 2018 | Negotiation, Templar
In this three part series Templar consultant Russell Ross-Smith will be taking a look at cognitive biases and in particular how asset managers might recognise their potential power in client meetings. Each article will examine a selection of biases, ranging from the...
by T3mpl4r4dv150r5 | Feb 6, 2018 | Negotiation, Templar, Women's development
Carolina Perez Sanz sits down with James Patrick and Pierre Morgan-Davies in a Q&A about the differences between men and women when negotiating. Does gender play a role? What commonalities are there between men and women? And can everyone learn to negotiate?...