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INSIGHTS

Fear of loss – understand your customer’s pain points

Fear of loss – understand your customer’s pain points

by T3mpl4r4dv150r5 | Dec 13, 2018 | Templar

  Templar’s Niels Jensen  delves into loss aversion and how you can achieve success in critical interactions by identifying and prioritising your customer’s pain points. Niels has been located in Hong Kong since 2011 and runs Templar Advisors (Asia) working...
Fear of loss – understand your customer’s pain points

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 3: The power of psychology in asset manager meetings

Part 3: The power of psychology in asset manager meetings

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...
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?...
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