Allan Ward - Business Coach

Financial Advisor  Marketing and Business Strategy That Really Works

Hi, I’m Allan Ward, founder of Contar Media. I help financial advisors from around the world build great financial advice businesses.

I don’t speak corporate-speak and use words like ‘traction’ and ‘deliverables’.

I don’t give advice that’s great in theory but impossible in practice.

Everything I recommend is based on my years of experience as a financial planner and marketer.

I help smart financial advisors attract more clients. Can I help you?

If this sounds like the sort of thing you’re after, then get in touch with me to find out more.

In Australia, the financial planning industry is going through rapid change. There is increased regulatory focus, a bigger compliance burden, a new Code of Ethics to deal with and the need for financial planners to remain relevant.

We’re moving from a world where the focus was on selling a product to one where our value lies in the quality of the advice we provide.

How will you demonstrate your value in this new world of advice?

The things you’ve done in the past will not work in the future. A new world of providing financial advice is coming, and smart financial advisers are getting ahead of the curve.

Are you ready for the new world of financial advice?

What We Do

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Content Creation

From articles to advertising to the words for your website, we can help. Clients want to know more about YOU and creating your own unique content is a great way to get your message out.

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SEO For Financial Planners

Get found in online search results. We can help you work out what search terms to aim for AND provide you with suitable content.

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Business Strategy

We help you plan and execute for the future. Stop spending time IN your business and start working ON your business.

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Social Media

Social media doesn’t need to be difficult. We can help you identify strategies that are suitable for your clients. We can help you with a DIY solution, or we can do it for you.

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Website Design

Ditch that boring website that looks like all the others. We work with you to create a website that reflects your unique business and we make sure all the extras like Google Analytics are set up.

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Marketing Plans

Good financial advisor marketing looks at both online and offline opportunities. We can help you create a marketing plan that works.

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Technology

Smart financial planners are using technology to provide efficiencies in their business, so they can provide financial planning advice in a more timely and cost-effective manner.

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Industry Comment

Our industry is in a constant state of change and you can’t just keep doing what you’ve always done – it won’t work in the new world.

I’m happy to speak at your events, write articles for your publication or consult on a one-on-one basis.

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Coaching for Financial Advisors

You probably act as a money coach to your clients, helping them take an objective view of their finances, pointing out ways they could manage their money better, and helping them discover better ways to do things.

That’s what we do with financial advisors.

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4 Simple Content Ideas For Financial Advisors

4 Simple Content Ideas For Financial Advisors

Creating your own, original content for your financial planning website is one of the best ways to let your target market know what you’re about and how well you understand their concerns and questions. Yet one of the big problems that financial planners face is what to write about.

Why Financial Planners Should Use FaceApp With Their Clients

Why Financial Planners Should Use FaceApp With Their Clients

Last week it seemed like FaceApp came from nowhere and took over our social media feeds. I saw a few photos first on Twitter, then Facebook and it seems like so many many were trying out the 'age' feature on the app. For those who don't have a clue what I'm talking...

Financial Planning Success in 2019

Financial Planning Success in 2019

If you'd sat down at the start of last year and made predictions about what would happen in the financial planning industry over 2018, would you have guessed even a fraction of what went on? I don't think anyone would have predicted the impact of the Royal Commission,...

The Great Financial Planner Cull Of 2020

The Great Financial Planner Cull Of 2020

While there's been a lot of attention on FASEA's recent release of their policies and legislative instruments, the focus for many financial planners has been on making sure they complete their higher education by January 2024. However, based on the current FASEA...

Insurance is never a waste of money

Insurance is never a waste of money

I speak with a lot of financial planners and one recurring theme I'm hearing at the moment is how clients are reacting to premium increases. For many, it's because they're getting older - in their 50's and 60's and the premiums are getting expensive due to their age....