An effective conference panel, typically three to five people, should offer its audience engaging, original insight into industry issues and themes. When well-managed, the combination of domain expertise, thoughtful questioning and listener participation is a compelling addition to any conference.

But that outcome relies on the effective interplay of three key components; the moderator, the panelists, and the underlying logistics. Templar has long experience in applying best practice for each and highlighting potential pitfalls. Time management, format, preparation, openings and introductions are addressed for moderator and panelist alike.

To find out more on how we can help with panel preparation 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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