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Herman Brodie spent over a decade in investment banking roles in London, Paris and in Frankfurt. In 2000 he co-founded his first company, Cognitrend, a consultancy to advise financial institutions on the utilisation of behavioural finance research. He has pursued this goal since 2013 as Managing Director of Prospecta Limited. Brodie is a co-author and lecturer of 'A Practical History of Financial ... Read more on Herman Brodie
Klaus Harnack received his Ph.D. in social psychology and motivation from the University of Konstanz. He is currently lecturer and academic counsellor for work and organisational psychology at the University of Muenster. Besides his academic work, he provides interdisciplinary knowledge transfer for a wide range of professionals. His utilises psychological insights and strategies to support ... Read more on Klaus Harnack
Too many fund managers ooze competence but lack warmth. Big watches, showing off superior intelligence and bragging about past winning trades put clients off. Instead, we should learn from the firefighters, who are heroic and trustworthy. I have known Herman Brodie for several years, having attended his ground breaking courses on behavioural finance. In this book, he doesn’t disappoint... Genuinely a worthwhile read for investment professionals. And if they all read it, pitch documents would no longer be so bland. Charles Morris, Chief Investment Officer at Newscape Capital Group
One of the Ten Best Business Books of 2018 for Financial Advisors WealthManagement.com
“A book I highly recommend” Larry Swedroe
"A fascinating subject … I recommend people get hold of this book and read it" Martin Bamford
The authors offer a range of suggestions, from the fragrance of hand cleansers in the washrooms of the asset manager's offices to the trade-off between warmth and competence where "one additional ...Read more
Investors want money managers to be expert with communication as well as portfolio allocation
... Financial service providers, if they want to be trusted, must recognize that clients want to know ...
"High trust relationships bring advantages for advisors... but also for the client."Read more
According to a new book, The Trust Mandate, by Herman Brodie and Klaus Harnack, this is a serious problem. Brodie and Harnack believe projecting competence can be a curse.
The authors believe ...
In the face of such information, why do plan sponsors engage the services of consultants when the evidence clearly shows they do not add value with their recommendations? In fact, they subtract it. ...Read more
Traders Magazine Italia
Book mentions for both The Trust Mandate and The Best Investment Writing vol 2.
This professional book attempts to answer a question that has vexed every advisor: why does a client choose one asset manager over another, especially when the two are, on paper at least, almost ...Read more