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
Content Creation
SEO For Financial Planners
Business Strategy
Social Media
Website Design
Marketing Plans
Technology
Industry Comment
I’m happy to speak at your events, write articles for your publication or consult on a one-on-one basis.
Coaching for Financial Advisors
That’s what we do with financial advisors.
Forget Robo-Advice – This Is How Financial Planners and Technology Can Work Together
There's a lot of talk about robo-advice and the threat it provides to the financial planning industry, not just in Australia, but worldwide. And along with these articles are the comments from planners ranging from "It won't happen to me" and "people don't want to...
Should I Use My Personal Facebook Profile Or A Business Page For My Financial Planning Business
So you're a financial planner looking to use Facebook to promote your business and generate more prospects. Awesome. But the big question you have is "Do I use my personal Facebook profile, or do I need a business page?" For many people, using their personal profile...
Financial Planning and One Day Cricket – How To Plan for Retirement Using A Cricket Analogy
Most financial planners I know struggle to explain retirement planning concepts to their clients. But there's an easy way to do it and it involves the game of cricket. Intrigued? Read on. This past summer I went to a few BBL cricket games (sorry to all the cricket...
Time To Re-Think Life Insurance
I’m constantly questioning things and looking for better, more efficient ways to do things. Lately, I’ve been talking with a number of advisers about the life insurance industry - particularly the products - and the lack of innovation in this area. When you look at...
One Facebook Hack You Can Start Today In Your Financial Planning Business
If you’re a financial planner who needs new clients, you can’t go past the opportunities that Facebook provides. Have a think about this: 50% of consumers access social media daily. SocialMediaNews.com.au put out a report in September 2015 where they estimated there...
Is Your Financial Planning Business a Netflix Or a Blockbuster?
Netflix recently released its latest results and says it’s added a record 7.05 million new users in the fourth quarter. 5.12 million of these were from international markets. Part of the growth is due to international expansion, part is from having good content -...