by T3mpl4r4dv150r5 | Apr 17, 2018 | Templar
This series has focused on an area of client interaction that many fund managers and their colleagues overlook. We’ve observed and advised dozens of pitch and review meeting rehearsals and far too many focus exclusively on data and rational evidence. Of course...
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 | Apr 26, 2017 | Executive presence, Presentation skills, Templar
“We’ve heard hundreds of fund pitches. They all sound very similar and, while there are certainly cardinal points that need to be covered for most audiences, our impression is that many pitch teams hug the benchmark of a ‘safe’ client meeting. How to...