“Nobody cares how much you know, until they know how much you care” - Theodore Roosevelt

"Backed by compelling data and research from multiple disciplines, The Trust Mandate breaks open the science of trust for asset managers, revealing the systematic steps clients take in their search for evidence of good intentions - the essential, but often missing, component in business relationships."

- Harriman House

Ten Best Business Books of 2018 for Financial Advisors

- WealthManagement.com

You [Herman Brodie] are without question the “trust” expert. I can’t recommend your work highly enough. 

- David Pugh, CEO, The Fry Group

MEET the AUTHORS

Herman Brodie is the founder of the behavioural consultancy firm, Prospecta. He has been educating and advising the world’s leading financial institutions on behavioural finance and its applications over the past 20 years. He previously held investment banking and consultancy roles in London, Paris and Frankfurt, after graduating from the University of Manchester. He is co-author and lecturer of the investment course, Advanced Valuation in Financial Markets, a Senior Fellow at the Center for Board Certified Fiducuiaries, where he specialises in Behavioural Ethics, an International Faculty Member at the Portfolio Construction Forum, and is a popular keynote speaker.

Klaus Harnack is a cognitive scientist, business psychologist and behavioural consultant. Beyond his work as a professional trainer, he teaches negotiation, collective decision-making, and business- and financial psychology at several universities. He studied law, cognitive science, and psychology in Berlin, Osnabrück, Sofia and Amsterdam, and received his doctorate from the University of Konstanz. He is an author and scientific columnist, and acts as an advisor in the financial industry, especially in the field of fintech and sustainable finance. The focus of his consulting work is on practice-oriented science transfer. Klaus Harnack is the second chairperson of the German Peace Psychology Forum.

Herman Brodie
Klaus Harnack
 
 

NEWS &
EVENTS

29 November 2022

Event: Investments & Wealth Forum - New York City 2022

Herman Brodie will deliver a General Session about The Trust Mandate on the second day of this three-day event.

3 October 2022

Event: Investments & Wealth Forum - Toronto 2022

Herman Brodie will deliver the opening keynote and answer questions on The Trust Mandate at this one-day event. He will also host a Women in Wealth discussion panel

22 September 2022

Article: Why trust is a must for financial advisors

Behavioural economics expert Herman Brodie reveals the two crucial components to a trust-driven client relationship

13 September 2022

Article: Establishing a Trusted Relationship with Your Financial Advisor

The AdvisorSmart® Investor Blog aims to help investors in the United States to select and retain objective, fee-only financial advisors. We write about how to find objective financial advice and also how to avoid getting deceived or fleeced by Wall Street financial advisors.

27 May 2022

Event: The Standard Deviations Podcast

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. In this edition Herman Brodie speaks about The Power of Trust.

5 May 2022

Event: The Exceptional Adviser Podcast

In this edition, Robert Powell, the editor of The Street’s Retirement Daily, quizzes Herman Brodie about the scientific drivers of high-trust client-adviser relationships. The pair also discuss some of the insights of the behavioral sciences for those contemplating retirement, as well as for those advising them.

21 December 2020

Article: Es geht um Vertrauen und Transparenz

Der Psychologe und Mediator Dr. Klaus Harnack ist an der Westfälischen Wilhelms-Universität Münster am Institut für Psychologie am Lehrstuhl für Arbeitspsychologie WOP tätig. Er hat zusammen mit Herman Brodie das Buch „The Trust Mandate“ geschrieben. Im Interview mit Wirtschaft aktuell erklärt er aus der wissenschaftlichen Perspektive, worauf es in der Corona-Zeit bei der Kommunikation mit Mitarbeitern ankommt und wie Unternehmen auch in der Krise Vertrauen zu Kunden aufbauen können.

6 August 2020

News: TEBI - More Proof that Consultants Can't Pick Winning Funds

Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth draws on the insights from 'The Trust Mandate' to cast a critical eye on the performance of investment consultants.

14 December 2019

Article: 10 must-read books for financial advisors for 2020

David Finley, Founder and CEO of Living Wealth, lists the Trust Mandate among his "mix of new-age marketing tips and foundational reads to help grow your advisory practice."

15 May 2019

Article: How chemistry helps advisers attract and retain clients

David Pugh, Global Head of Sales and Marketing at The Fry Group, explains how chemistry helps advisers attract and retain clients in an article for International Adviser

6 May 2019

Article: The ‘soft’ factors that drive asset manager selection and retention

Richard Lehman, adjunct professor of behavioral finance at UC Berkeley Extension and at Golden Gate University, delves into the behavioural science of asset manager selection and retention for Proactive Advisor Magazine - with help from The Trust Mandate.

31 March 2019

News: Adviser 2.0 interviews Herman Brodie

"We recently had the pleasure of interviewing Herman. In this section of the interview, Herman explains why doctors command such high levels of trust; how advisers can learn from them; and what advisers can do to gain the trust of potential clients."

 

GET in

TOUCH

Contact either Herman or Klaus, with comments, questions or speaking requests.

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