Facebook For Financial Advisors

The complete system for generating more clients by leveraging the power of Facebook

Do you need new clients for your financial planning business?

In today's world, it's getting harder and harder to find good qualified leads.

Of course, you'll probably get some referrals from your existing clients, and maybe a few new clients from any centres of influence you may have.

But it's still not enough. If you want to grow your business, you need a supply of new clients.

But where to find them?

Have you ever thought about using online marketing to get new clients?

Most big businesses today are making a substantial investment in online marketing - using social media, email and online advertising to drive new sales. But this isn't something restricted to big business. You can do the same things that they're doing.

Facebook represents a massive opportunity for financial advisors around the world to find and attract new clients.

In Facebook's 2014 report, they revealed they had 890 million daily active users - not accounts, but people who used Facebook daily. That's a lot of people.

Here in Australia, it's estimated that around 14 million people use Facebook. Not bad for a country with a population of around 24 million.

The takeout is simple - most of your clients (or potential clients) are already on Facebook. So fish where the fish are.

And that's why I've put together this course. To help financial advisors like you learn how to use Facebook to generate new client leads.

Who Is This Course For?

If you're a financial advisor (or work with a financial advisor) and you want to learn how to use Facebook to market your business, then this course is suitable for you.

  • You may already have a Facebook Page, but you know you're not using it to its full potential.
  • Maybe you're unsure what you should be posting (we've got a whole section on this in the course).
  • Maybe you'd like to start advertising to potential clients (there's a massive section on Advertising soon to be released).
  • Or have you tried using Facebook but stopped because it "didn't work".

Wherever you are in your Facebook journey, you're sure to find valuable ideas in this course.

What's In The Course

The course is primarily video-based. We walk you through everything you need to know in order to get up and running on Facebook.

In the Getting Started section you'll learn the basics of using your Facebook Business Page. You'll learn about the different types of posts, how to schedule content, ideas for getting more followers and ways to increase engagement.

The Producing Great Content section goes into a lot more detail around how to produce (and find) great content - content that's valuable to your target market and establishes you as an authority in your field.

Next, we go through Advanced Facebook Strategies - things that will enable you to leverage the power of Facebook. You'll learn how to use your Cover Image as a lead generating tool, why you should use hashtags, how to engage with other Facebook Pages as your Page and a range of other ideas.

We've even included a section on Tools To Make Life Easier where we show you all the online tools we use to make posting to Facebook easier.

But how do you track your progress? Don't worry, there's a section for that. The Analytics section will show you how to track the success and engagement of your posts, how to work out the best times to post and how to spy on your competitor's Facebook Pages.

Finally, there's a complete section all about Paid Facebook Advertising Strategies where we show you how Facebook advertising works and how to avoid making expensive mistakes (you can learn from the mistakes I've made in the past).

Sample Video

Here's a video from the Advanced Facebook Strategies section. This one is all about how to make your cover images work for you. Rather than just having a single cover image that never gets updated, here's some ideas to turn your Facebook cover image into a marketing machine.

How Will You Learn?

Once you join the course, you'll gain instant access to all the course videos and worksheets.

You're able to progress at your own pace and at a time and place that works best for you.

We suggest working through the course in sequential order, however you're able to jump around and watch any video at any stage of the course.

Wherever you have access to the internet, you'll have access to the course.

We encourage you to not just watch the course, but to take action along the way. So you'll find that every lecture is designed to give you an actionable strategy that you can put into place straight away. So you may find yourself watching a few videos and then putting the things you've learnt into action.



Class Curriculum

Available in days
days after you enroll


Your Instructor

Allan Ward
Allan Ward

Hi, I’m Allan Ward.

I’ve been involved in the financial planning industry since 1994 and over that time I’ve seen first hand how the internet and technology have changed our industry.

I provide consulting services to people in the financial services industry who want to learn more about how to use the internet.

I work with smart financial advisors who want to use the web to attract and retain quality clients.

You can no longer ignore the threat of digital disruption – it’s here. Online providers are marketing to your clients and you can either do nothing and start to lose clients, or you can embrace technology and develop a value proposition for your clients that’s about more than just getting good investment returns.

And having a website is no longer enough - you need a strategy for the internet.

A website with no strategy is like a client having an investment but no financial plan. They’re part-way there, but there’s some missing pieces to the puzzle!

Through the Advisor Marketing Club I teach you how to use the internet to attract ideal clients to your business.

I don’t use fancy marketing words like ‘traction’ or ‘collateral’. I keep it real. I’ve worked as an advisor – I know what it’s like to be sitting in your shoes.

What you’ll get from me are marketing strategies that work in the financial planning world.

And I’m a real person. I live in Adelaide, South Australia. I’m married with two boys and love playing guitar and watching the soccer. And I have a sense of humour. Seriously.

I believe that life is about more than money and I’m passionate about making a difference in my world.


Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
I already have a Facebook Page. Is this course suitable?
Yes. If you've already got a Facebook Page, you're probably not using it to its full potential. This course will show you a lot of tips and strategies you can use to increase engagement and interaction on your Page. Whether you're a complete Facebook novice or already have a Business Page, we're confident you'll get a lot of benefit from this course.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
Are the any conditions to the guarantee?
No. Other than the fact that it's for 30 days from date of purchase. We've seen some courses offer a 'guarantee' that says if you've completed the entire course and taken all the action and not received any results, then and only then can you get a refund. We think that's crazy. Our refund policy is simple - purchase the course and if you don't find the content valuable, ask for a refund in the first 30 days. We don't care how much you've completed - you'll get a refund.

Don't Miss Out

In this course you'll learn everything you need to know about getting new clients from Facebook Marketing.

And there's no risk to you - you've got 30 days to try out these strategies for yourself and if you're not getting results, just ask for a refund. It's that simple.

The bigger risk lies in not trying out these strategies. Because if you're not interacting with your clients and prospects on Facebook, chances are a competitor probably is.

Remember - if you get one new client from using these ideas, then the course has paid for itself.

Stop marketing the 20th century way! Social marketing provides so many opportunities for financial advisors who have a strategy to make it work.

Get started now!