This blog was first published in Robeco Australia’s Insights newsletter, a monthly smorgasbord of advice-related content from one of the world’s leading investment engineering firms. To check out other great content that’s been produced for Robeco since this article...

My colleague and friend Steve Crawford likes to tell it like it is.

I don't always agree with everything he says, but I respect the fact that he believes in what he's saying and is willing to say it out loud. It comes from a good place.

If you don't know Steve, you can find out about the amazing...

In the last two years, 90% of the information created since the beginning of time was created, to me, that's mindblowing.

Elon Musk was recently interviewed by Joe Rogan and he put forward an interesting point.

Every human being with a smartphone is now a cyborg (human/ robot hybrid). In essence,...

I’d like to share with you five step tips for getting clients to move more quickly through your engagement process, from first appointment through to delivery of advice, thereby adding velocity to your pipeline.

One of the things I often do with businesses who have issues with efficiency or...

Do you use or like the idea of using visual tools in your client engagement to help with communicating your advice?

If so, I'd like to share a little of what I've learned from three years of using them and working with advisers who use them.

Each month I get at least 2 or 3 questions from...

A good friend of mine once told me that each and every meeting with a client should provide you with a story to tell.

He’s absolutely spot on, and it’s one of the principles of becoming prolific when it comes to content marketing.

The story I have today came from a discussion about...

Right now the lens is on a few things in our industry. Service offerings are one of them.

I don't think it's all bad, but it's definitely got many in a high state of awareness (fear?) about whether they're getting what they paid for.

I ran a live training session last month with our program...

Most of the time you make a major purchase - be it a car, computer or something else that requires you to know how to use the thing you've bought

- you also get given one additional important thing.

A Manual.

It's implied that in helping you and I extract full value from our purchase, there's an...

I'm terrible at remembering phone numbers.

By the time I've reached the sixth or seventh number, I've forgotten the area code.

I'll be honest - the only other persons' phone number I know is my wife's, and I think that's because I knew it before the age of the smartphone.

If we each had to...