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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Dear Financial Planning Industry. It’s 2015, Not 2005

Dear Financial Planning Industry. It’s 2015, Not 2005

The financial planning industry here in Australia has been through a lot of change over the past year. We've had the changes to opt-in, various reviews and ideas for reform around life insurance, discussions around education requirements and a lot of talk about...

AMC Ep3 : Video, Content Marketing and Value

AMC Ep3 : Video, Content Marketing and Value

Advisor Marketing Club Podcast Episode 3 - Video, Content Marketing and Value In today's podcast we talk about how easy it is to get started making videos for your financial planning website. If you have a smartphone (and patience!) you can do it. I've seen a number...

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.

Why?

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.

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.