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INSIGHTS

Say ‘no’ and challenge your clients more

Say ‘no’ and challenge your clients more

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...
Female leaders and the agreeableness paradox

Female leaders and the agreeableness paradox

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,...
Part 2: The power of psychology in asset manager meetings

Part 2: The power of psychology in asset manager meetings

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...
Part 1: The power of psychology in asset manager meetings

Part 1: The power of psychology in asset manager meetings

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...
Q&A: Women and Negotiations

Q&A: Women and Negotiations

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?...
Why should I follow your lead? How you make your status visible

Why should I follow your lead? How you make your status visible

by T3mpl4r4dv150r5 | Dec 8, 2017 | Executive presence, Negotiation, Templar, Women's development

Keith Johnstone, the British playwright, director and educator who created the Impro System, realised that improvisators in a scene convey unspoken information (‘subtext’ in drama lingo) by signaling their relative status. Perceiving the power dynamics between the...
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