Across financial and professional services, the competitive ‘bake-off’ has long been a landmark, highly-scrutinised communications set piece. Teams lose pitches because of disorganized presentations poorly delivered. Winning against an incumbent is particularly challenging but, front-runners can often lose the mandate because of their pitch.

We increase our clients’ pitch win rates by helping in the preparation and delivery of the pitch. We work with the team to ensure a close integrated story and with individuals to ensure they come across at their best. We provide experienced objectivity, creativity and a knowledge of what works and so help firms differentiate themselves. We also help to stream-line the preparation process.

To find out more about how we can help with live pitches, please contact us at or send an enquiry >

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Alienating women could cost financial industry $700bn a year

Alienating women could cost financial industry $700bn a year

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...

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