Attract, retain and educate clients — and help them stay invested.

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Mission

For too long financial planners and wealth managers have failed investors by promoting the myth that successful investing is all about picking the right stocks or funds and timing the markets correctly. A combination of high costs and poor performance has consistently delivered disappointing net returns.

Our mission is to support firms who base their investment philosophy on rigorous, independent and peer-reviewed evidence and are fully committed to acting in the best interests of their clients. By helping their businesses to grow, we aim to play a part in changing the global investing industry for the better.

Services

Running a financial advisory firm is hard work. We’re here to take the strain, leaving you to focus on what you do best. We have three different types of service, so you can pick the option which suits you.

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Subscription Packages

Do you need us to connect you to new clients online? We can provide video content and take care of your social marketing for you in one great package.

 

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Branded Video Series

Our videos can educate existing and potential clients and come with your firm's branding and contact information.

 

Watch these examples

Custom Video & Podcasts

Sometimes you need something which is unique to your company and tells your story. If this is what you need, contact us and we'll start a conversation.

 

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About

We believe that educational content can help people to invest with clarity and confidence. It’s also a vital tool that advisers can use to explain their methods and reassure their clients.

We help advisers by providing a range of different content types, including video, written articles, and podcasts. We offer pre-produced content, which is branded, relatively low cost, and is available for anyone to purchase.

We are also specialists in custom content, which is exclusive and tailored to your brand. We write and produce all of this in-house utilising our team’s industry expertise, gained through years of providing for, and partnering with, financial advice firms all over the world.

Our founder, Robin Powell, is a thought leader in the industry, and writes two popular blogs, The Evidence-Based Investor and Adviser 2.0. His aim is to inform investors about what the academic evidence says, and to help advisers communicate the benefits of an evidence-based investment approach.

E-Book

To learn more about our content-led approach to marketing, and how it can help your business grow, why not download our eBook?

Attract and Retain: A content marketing guide for growing fiduciary businesses was written by Regis Media’s Sam Lewis and answers three key questions:

  • What is content marketing?
  • What is the business case for it?
  • How can fiduciary firms derive maximum benefit?
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