web marketing

strategies for

financial advisors

Allan Ward 250x250 Hi, I’m Allan Ward, the founder of Contar Media. I help financial advisors use the internet to grow their businesses.

The Yellow Pages are dead. These days, when people are looking for a service, they’re more likely to use Google than the Yellow Pages.

And having a website isn’t enough. You can build the best looking website, but without traffic, it’s worth nothing. And when it comes to marketing on the internet, you don’t just need a website, you need a web strategy.

You need to know how to leverage your website, negotiate Facebook, LinkedIn and Twitter, build up an email list of prospects while at the same time running your business.

And that’s how we help. We help you discover more about using the internet to market your financial advice business.

We’re passionate about helping financial planning business owners learn how to use the same tools that their larger competitors are using to attract more customers. Using the internet need not be a costly exercise if you know what you’re doing.

We work with a range of different businesses, but specialise in working with Financial Advisors, and owners of service-based businesses.

Read on to find out more about what we do, and don’t forget to subscribe to our newsletter. When you subscribe, you also get access to our guide “The Little Black Book Of Online Marketing Resources” packed with online marketing resources for your website.



We help financial advisors with a lot of different things.

Need help developing or upgrading your website? No problem.

Would you like to set up a Facebook Page? We can help.

Advertising online - Facebook, Google etc? We can do that.

Email marketing? This is something we love.

Blogging or article writing? We've got ideas that will help you.

Wherever you are in the world, if you need help developing a Financial Advisor Marketing Plan, we can help.

Click here to find out more

Subscribe to our Advisor Marketing Newsletter


One of the things we suggest advisers do is collect email addresses from people who visit their website.

This can be a great way to build up a list of people interested in your services, and you can send them regular messages promoting what you do.

So we'd look pretty dumb if we didn't practice what we preach!

When you subscribe to our newsletter list, not only will you receive regular email updates, but you'll also be able to download our guide “The Little Black Book Of Online Marketing Resources”.

Click here to subscribe

Financial Advisor Marketing Articles


One of the best ways you can learn more about how to market online is to read some of our articles. We write articles that are aimed at financial advisors who want to learn how to use the internet more effectively to attract new clients.

Our articles are free of any fluff, and are written so that once you've read the article, you're able to go away and take practical steps to implementing that idea in your business.

Click here to read our articles

Our Latest Articles

Financial Advisor Marketing

Two reasons why your website should be the hub of your online marketing

Two reasons why your website should be the hub of your online marketing

I’ve mentioned before that whilst there are a range of different social media platforms that you can use to reach people, your number one priority when it comes to online marketing for your financial advice business should be to drive traffic to your website.


Because you own your site. You control it.

You don’t own your Facebook account – Facebook does. And if something goes wrong, you can lose it.

Don’t think it can happen to you? Read on. Continue Reading

AMC Ep2 : How google Works

AMC Ep2 : How google Works

In today’s podcast we talk about google search. Whilst google don’t release details around how they determine which sites rank well in the search results, there are a number of factors that are thought to influence your ranking. Today we talk about some of those factors and give you some practical ideas around getting your site positioned better for google search. Continue Reading

Do Your Clients Understand What You Do?

Do Your Clients Understand What You Do?

Often, our financial planning clients don’t fully understand the full range of services we can provide to them. In this article I explore this idea and give you some strategies you can use to better educate your clients about the value you can provide. Continue Reading

Password Management For Financial Advisors

Password Management For Financial Advisors

Financial advisors keep a lot of client information on their computer systems. Some of it sits on other websites, some in the cloud in applications like Dropbox, and some sits on their office computer systems. Other information sits in paper files.
Just as you wouldn’t dream of leaving your office doors unlocked at night, you should make sure your electronic data is secured.
This means having strong passwords that aren’t easily broken.
And to be effective, you need a system to store all these passwords. Continue Reading

About Allan Ward

Allan Ward

My name is Allan Ward and I'm a financial planner in Adelaide, South Australia. Over the past years I've learnt how to use the internet to attract and retain quality clients. Now I'm sharing that information with other financial planners who are interested in doing things differently.