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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A Lady, A Chewbacca Mask, Facebook Live and a Viral Video

A Lady, A Chewbacca Mask, Facebook Live and a Viral Video

Have you seen the hilarious video of Candace Payne and her Chewbacca mask? A week ago you wouldn't have a clue what I was talking about. Now, I'm sure you do. Late last week this video started appearing in my Facebook feed as it was being shared and liked by friends....

Self-Driving Cars and Robo-Advice

Self-Driving Cars and Robo-Advice

Mention the words 'Robo-advice' to financial planners today and you'll get a range of reactions ranging from "It's a waste of time - computers will never replace what I do" to "Bring it on! This gives me better ways to engage with my clients." Part of the reason for...

AMC Ep 4 : Robo-Advice and Financial Advisors

AMC Ep 4 : Robo-Advice and Financial Advisors

In today's episode of the Advisor Marketing Club Podcast we look at robo-advice and financial advisors. There's a lot of discussion around robo-advice in our industry and many people have written it off as nothing to get too worried about. The're wrong! Robo-advice is...

Can I Find Your Business Easily?

Can I Find Your Business Easily?

Have you ever thought about how easy (or difficult) it may be for clients to find your business? I had an experience today that reminded me of the importance of making sure people can find you. I need new glasses. Now that I've reached the ripe old age of 47 I'm...

Coffee Mugs and Financial Planning

Coffee Mugs and Financial Planning

What do coffee mugs and financial planning have in common? In this short video I talk about my favourite coffee mug and why your financial planning business needs to be like my coffee mug, not the other Ikea one! [ctt title="Coffee mugs and financial planning? What is...