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.
Do Your Clients Understand What You Do?
Often, our financial planning clients don’t fully understand the full range of services we can provide to them. In this article I explore this idea and give you some strategies you can use to better educate your clients about the value you can provide.
Password Management For Financial Advisors
Financial advisors keep a lot of client information on their computer systems. Some of it sits on other websites, some in the cloud in applications like Dropbox, and some sits on their office computer systems. Other information sits in paper files.
Just as you wouldn’t dream of leaving your office doors unlocked at night, you should make sure your electronic data is secured.
This means having strong passwords that aren’t easily broken.
And to be effective, you need a system to store all these passwords.
AMC Ep1 : Website Ideas For Financial Advisors
In the first edition of the Advisor Marketing Club Podcast we talk about websites. Most advisors have a website, but very few are using them effectively to attract new clients. In this podcast we look at some simple strategies you can use to begin to generate leads from your financial planning website.
How To Grow Your Email List
Does this sound familiar? You’ve set up a website to advertise your financial advice business. You set up a form to capture email address and sit back and wait.
And wait.
And nothing happens.
You get very few visitors to your site and no-one signs up to your list.
An Effective Web Strategy For Financial Advisors
I'm a financial advisor and I talk with a lot of other advisors. Many of them have built websites, some have Facebook pages and other social media, some have tried online advertising and others have done nothing. The common thread that I find across a lot of my...
There Are Better Ways
Is there a better way to do things? I think in most cases the answer is “yes”. Lately I’ve been to a view events and presentations that have reinforced to me that our industry needs an injection of innovative thinking. Have a read and see what I think we could do better.