I had an email the other day from a financial adviser in North America. He wanted to congratulate me on our video documentary Investing: The Evidence. The film, described by Vanguard chairman Bill McNabb as “the best 45 on the subject of investing you’ll ever spend”, explains all an investor really needs to know about the evidence-based approach. “I don’t know what to say,” the adviser wrote, “other than fantastic job! I sincerely thank you for everything you’re doing.”
He then went on to tell me about the journey of discovery he’s been on since the start of this year. “I’ve been in this business since 2002 and always had this little voice in the back of my head saying active management wasn’t effective but didn’t have the knowhow or the tools to communicate this effectively.
“I feel I’ve learned more in the past six months than I had in the previous 16 years,” he wrote. “The final learning component came in attending a Dimensional conference. To me, your documentary is a perfect client-facing summary of those two days in Austin, and all the other reading I’ve done this year, all packaged into a perfect delivery system for client education.
“If a stubborn adviser like myself can change his views, I believe I’ll be able to help my prospects and clients do the same.”
Investing: The Evidence was commissioned by the UK-based financial planning firm RockWealth, for whom I’m proud to act as Head of Client Education. It was released in the UK shortly before last Christmas.
I’m pleased to announce today that my RockWealth colleagues and I have agreed to make this film available to carefully selected advice firms around the world.
Advisers will be able to purchase a full-length version of the film, plus its six standalone parts, in their own branding and with their own watermark. We will be tailoring the documentary for each of the major English-speaking markets. Initially we’re working on versions for the United States, Canada, Australia, New Zealand and South Africa. We will consider versions for other markets if there is sufficient demand.
Firms will be offered the option of having their own advisers feature in the sixth and final part, which explains the benefits of using a financial planner.
For firms that want it, we can also provide a customised, branded booklet to accompany the documentary.
Please note however that the number of licences we’re gong to be offering in each country will be strictly limited. The film is not yet available to other advice firms in the UK.
Investor education is something that every modern financial advice business should be engaged in, and high-quality, long-form video content is the ideal medium. Sharing relevant and engaging video material is also an excellent way to attract and retain clients and to develop thought leadership, which is essential for any firm with serious ambitions for growth.
If your firm is interested in acquiring the rights to its own version of Investing: The Evidence, please drop me a line at robin@evidenceinvestor.com.
Not seen Investing: The Evidence? You can watch all six videos here
Part 1: Active investing
Part 2: Passive investing
Part 3: Factor investing
Part 4: Risk
Part 5: Behaviour
Part 6: Advice
What people are saying about Investing: The Evidence
“On the topic of investing Robin Powell’s new documentary is the best 45 minutes you will ever spend. With the help of clear and compelling experts Robin lays out what everyone interested in the markets must know. It will be required viewing at Vanguard!”
Bill McNabb, former, CEO, Vanguard Group
“Plenty of people would love to get unbiased investment advice. So…what if Warren Buffett and a slew of Nobel Prize winners in economics lived across the street? Wouldn’t you love to ask them how to invest your money? Here’s the good news: Robin Powell and the team at RockWealth explain what these experts recommend.”
Andrew Hallam, bestselling financial author, UAE
“If you persist in pursuing an active management strategy after viewing this excellent documentary, it must be because you are fine with transferring a significant portion of your wealth to those ‘managing’ your money. I can think of no other reason.”
Dan Solin, investment author, US
“Every now and then you stumble across something that really helps you to see the truth. Investing: The Evidence sets out clearly and simply how you can capture your fair share of the returns from capitalism so you can achieve more with less.”
Jason Butler, personal finance writer, UK
“Investing: The Evidence is a investor-friendly presentation of the evidence that leads to the ultimate investing strategy. Investors worldwide should own a globally diversified portfolio of index funds that matches their risk capacity and this documentary drives home this point by presenting many experts from the US and the UK.”
Mark Hebner, CEO, Index Fund Advisors, US
“This is very good material, and very logically laid out. Saving wisely for retirement is one of the great challenges of our lifetime, yet this challenge can be made much easier if we simply embrace the evidence. What Robin has done is deliver a straight forward way to learn about, and implement, what the evidence has clearly shown to be the smartest way to invest.”
Cameron Pasmore, Portfolio Manager, PWL, Canada
“The complex world of investing is confusing to many people. This plain-talking and very candid documentary helps everyday people see the big con of active fund management.”
Tina Weeks, founder, Serenity Financial Planning, UK
“Robin Powell and Regis Media again provide a clear, concise and entertaining guide to investing. Anyone that listens and acts on this information offered by some of the top professors and finance minds around the globe will almost certainly have greater peace of mind and financial security as the result.”
Ben Brinkerhoff, Head of Partner Firm Services, Consilium, New Zealand
“These videos provide a clear and evidence based account of what we know and just as importantly what we don’t know, about investing for the long term.”
Keith Cuthbertson, Professor of Finance, Cass Business School, UK
The Evidence-Based Investor is produced by Regis Media, a boutique provider of content and social media management to financial advice firms around the world. For more information, visit our website and YouTube channel, or email Sam Willet or Christina Waider.
Robin is a journalist and campaigner for positive change in global investing. He runs Regis Media, a niche provider of content marketing for financial advice firms with an evidence-based investment philosophy. He also works as a consultant to other disruptive firms in the investing sector.
