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“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 renowned investment course, A Practical History of Financial Markets, a Senior Fellow at the Center for Board Certified Fiducuiaries, where he specialises in Behavioural Ethics, an International Faculty Member of both the Investments & Wealth Institute and its sister organisation, Portfolio Construction Forum. He is also 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's LinkedIn page
  • Klaus Harnack's LinkedIn page
Head and shoulders picture of the co-author, Herman Brodie
Head and shoulders picture of co-author, Klaus Harnack
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NEWS &
EVENTS

31 January 2024

Podcast: The Human Side of Money

The Trust Mandate: How To Build High-Trust Relationships With Clients and Prospects

26 September 2023

Article: Investor's Business Daily

Best Banks In Trust: Schwab Sweeps A Tough Trust Category

10 September 2023

Podcast: Mackenzie Investments Podcast Series

Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie

9 August 2023

Event: The Alpha Summit - Mackenzie Investments

Cultivating client relationships: Hear from Herman Brodie, international faculty member of the Investments Wealth Institute, who will share tactical behavioural finance philosophies to strengthen your client relations by building a foundation of trust.

18 July 2023

Event: The Alpha Summit - Mackenzie Investments

Cultivating client relationships: Hear from Herman Brodie, international faculty member of the Investments Wealth Institute, who will share tactical behavioural finance philosophies to strengthen your client relations by building a foundation of trust.

3 May 2023

Event: Finology Summit 2023

Uncertainty - Exploring human factors in portfolio construction – beliefs, behaviours and principles – that influence portfolio construction, to help you build better quality investor portfolios.

26 April 2023

Event: Joint Investment Conference 2023

The 2023 Joint Investment Conference features a range of high-profile fund managers from twelve of the UK's leading investment groups, as well as a host of external speakers, including Herman Brodie

29 November 2022

Event: Investments & Wealth Forum - New York City 2022

On the second day of this three-day event, Herman Brodie delivers a General Session about the ethical limits to the kind of active trust building recommended in his book, 'The Trust Mandate, .

16 November 2022

Event: Investment Week Leaders' Summit 2022

Herman Brodie discusses the implications of 'The Trust Mandate' with leaders from the investments and savings industry

4 November 2022

Article: Why there's no truth in 'Trust takes years to build, but seconds to destroy'

While many advisors may believe that “trust takes years to build, but can be destroyed in seconds”, one specialist in behavioural economics says it’s not true.

3 October 2022

Event: Investments & Wealth Forum - Toronto 2022

Herman Brodie delivers the opening keynote and answer questions on The Trust Mandate at this one-day event. He also hosts 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

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GET in

TOUCH

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

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