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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Are You Making This Facebook Mistake?

Are You Making This Facebook Mistake?

Is your financial planning business making this mistake when you’re using Facebook in your marketing? It could be costing your potential clients. Read on to find out what many businesses are doing wrong, and learn how to fix it.

How To Get A List Of The Posts On Your WordPress Blog

How To Get A List Of The Posts On Your WordPress Blog

For a while now I’ve been meaning to get a list of all the posts I’ve written on this site. I’m conscious that there are a lot of articles that I’ve written that are buried in the archives of the Contar Media blog, and they may not get seen very much. So I’m making an effort to revive some of those articles and start to promote them more. But before I can promote them, I need a list.

In this article I’ll show you how to use a snippet of code to retrieve a list of all the Posts and Articles from your Wordpress site. This only works for Wordpress – if your website is built on another blogging platform these instructions won’t work (sorry!).

Email Marketing For Financial Advisors

Email Marketing For Financial Advisors

Email marketing can be a very effective way for financial advisors to gain more clients. It is low cost, scaleable and much of it can be automated. In this article we’ll explain the basics of email marketing for financial advisors and give you some tips on how to get started.

Three Tips For Embedding YouTube Videos Into Your Website

Three Tips For Embedding YouTube Videos Into Your Website

I’m seeing more and more financial planners using YouTube videos in their websites and blogs. I see planners making the same three mistakes over and over again when embedding videos in their site so I’ve prepared this article to show you three tips for embedding YouTube videos.

Are You Asking The Right Questions?

Are You Asking The Right Questions?

I’m always looking for ways to improve my interview skills with clients and good questions are one way to do this. In this article you’ll discover four questions that I ask my clients. These questions frequently make them stop and think about the answers. Read on to find out what I ask.