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INSIGHTS

Creating a Business Development Culture in Professional Services

Creating a Business Development Culture in Professional Services

by T3mpl4r4dv150r5 | Feb 24, 2025 | Article

Professional Services and Private Client businesses often struggle to reconcile their dual goals of delivering exceptional client solutions / advice while at the same time driving a robust culture of business development.  For many accountants, wealth managers, and...
Checks and balances: who should own conduct risk?

Checks and balances: who should own conduct risk?

by T3mpl4r4dv150r5 | Dec 21, 2016 | Conduct risk, Learning and development

The truth is that all men having power ought to be mistrusted. – James Madison Who should own conduct risk? It’s the biggest question in banking right now. No organisation can begin to manage culture change or employee behaviours without first identifying...
How Templar is supporting culture change in financial services

How Templar is supporting culture change in financial services

by T3mpl4r4dv150r5 | Aug 24, 2016 | Learning and development, Templar

Speaking at the City Week 2016 Conference, Andrew Bailey, then CEO of the PRA and now CEO of the FCA, said: I want to start with what I intend as an unambiguous statement, namely that the culture of firms and the people that make them up – and of course...

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