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.
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
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...
Here’s How Financial Planners Need To Lobby – A Lesson From The Pharmacy Guild
There's a lot of change happening in the financial planning industry here in Australia. Financial Planners are dealing with the Royal Commission recommendations, FASEA changes including the financial advisor exam, uncertainty around business models and valuations,...
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
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
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....