PODCAST · business
The Authentic Advisory Podcast
by Benjamin Ong
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful
Episodes
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The Current Advisory Model Is Broken (And What Top Advisors Are Doing in 2026)
Grab the full 7 Modern Advisory Secrets Playbook here: https://ww2.authenticadvisorysystems.com/7modernadvisorysecrets1 The fastest way I can help you grow your advisory: https://ww2.authenticadvisorysystems.com/discovery-call The easiest way I can help you grow your advisory (free):...
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How To Consistently Be A MDRT Producer
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community…
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Why New Financial Advisors Stay Stuck (And Eventually Quit)
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community…
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I Ranked Every Prospecting Method So You Don't Have To
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community…
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Why You Keep Running Out Of Appointments (And What To Do About it)
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community…
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The Real Reason Financial Advisors Avoid Social Media (It’s Not What You Think)
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community…
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If you’re ambitious but stuck, please watch this
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community |...
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Getting Appointments Is Hard Until You Do This Every Morning
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community |...
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It took me 9+ years of sales to realize what I’ll tell you in 14 minutes
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community |...
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How This Advisor Quit Roadshows and Still Made $160k/Year (FULL BREAKDOWN)
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community |...
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The Real Reason Financial Advisors Avoid Social Media (It’s Not What You Think) | EP 80
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community |...
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Should You Quit Your Agency? 4 Brutal Truths. | EP 79
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community |...
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How the Top 1% Manage Energy (and Out-Sell You) | EP 78
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. Follow Benjamin Ong’s Socials: Skool Community |...
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Never run out of appointments ever again | EP 77
If you are only getting 2 - 3 appointments per week or in a week your calendar is full but the next week it’s empty, then this video is definitely for you. In this episode, I walk through the two main strategies I used when I was a student advisor that allowed me to take back nearly $500,000 in...
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The fastest way to achieve MDRT every year | EP 76
If you feel like achieving MDRT is hard, you’re not alone. Many advisors work hard, have the right attitude, and still stay stuck at $0–$4K FYC per month. In this episode, I break down: The real reason why most advisors can’t break through. The single framework we use to take advisors from $0 to...
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Why buying leads keeps you stuck | EP 75
What if I told you that leads are not the main problem in your business? Most advisors think the reason they’re stuck is because they don’t have enough leads—but the truth is, it’s not about getting more, it’s about the method of how you approach them. COT & TOT level producers don’t always get...
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How I made millions with this strategy (steal this from me) | EP 74
If you think “investing” just means buying stocks, crypto, or ETFs—but if that’s your only strategy, you’re playing the wrong game; in the last 5 years I’ve poured over half a million dollars into coaches, masterminds, and programs (from Singapore to Las Vegas) instead of property or crypto…
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Why You Keep Losing Sales (And How to Fix It) | EP 73
Advisors often think they’re losing the sale because of objections, poor leads, or lack of product knowledge—but after working with over 300 advisors and generating $25M+ in sales, I’ve found those aren’t the real reasons—in this episode, I break down the exact 7 elements that shift a prospect…
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This should be required for financial advisors | EP 72
If you’re working long hours, investing in coaching, and still not hitting your growth targets, you’re not alone—this episode reveals a game-changing success formula for financial advisors by uncovering why “working harder” might actually hold you back, how pinpointing the right problems truly...
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Watch This If You Are Feeling Stressed | EP 71
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and earn more money. Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube |…
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The 3 - part decision framework to generate more sales | EP 70
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and earn more money Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn…
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How to stop losing sales to other Financial Advisors | EP 69
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and earn more money Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn…
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Achieve Your Goals in 2025 (Faster than Everybody Else) | EP 68
In this episode, Ben talks about how to set True Authentic Goals that would allow you to achieve it every single time. This is the same methodology he used for himself and hundreds of other advisors that he coaches. Welcome to the Authentic Advisory Podcast, where we talk about the lessons that...
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Why selling products is losing you money | EP 67
In this episode, Ben talks about why advisors should stop selling products but positioning it in a way that makes prospects WANT to buy. Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors…
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We Helped 100 Financial Advisors Make More Money (71 MINUTES NO BS ADVICE) | EP 66
My partner and I did a live “Money-Making” Q&A with a room of 100 Financial Advisors. We got asked a variety of questions to grow their business and themselves. Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps...
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How to ACTUALLY follow - up with your prospects | EP 65
In today’s episode, Ben talks about how to establish a follow - up process in the advisory business and the simplest action step that you can do right now to fill up your calendar. Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching...
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The Success Formula Made for Advisors | EP 64
In this episode, I break down the success formula for advisors, How why doing MORE and being BETTER will not get you more results, what "positive" thinking really means and why all problems are actually good (and make you $$) Welcome to the Authentic Advisory Podcast, where we talk about the...
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The BEST Strategy To Approach Your Warm Market | EP 63
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and earn more money Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn…
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Tactics To Have A Full Calendar Every Week | EP 62
Ben broke down the tactics that he used as a Financial Advisor to generate more appointments while providing value and building relationships. Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial…
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Financial Advisors: This Is How You ACTUALLY Grow | EP 61
We all face fear on a day-to-day basis and it’s these fears that get us stuck while trying to solve problems and make progress towards our goals in life. In this video, I dived deep into the concept of personal objections, how they subconsciously hold you back from confronting the problems you…
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Giving Honest Advice to 6 Financial Advisors | EP 60
I held a LIVE “Ask – Me – Anything” (AMA) Session with a group of advisors who asked me questions about anything. Hard and brutal answers were given. But much needed for them to grow their business. Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from...
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How To Be In The Top 10% As A Financial Advisor | EP 59
Success leaves clues. Many times, there’s always a pattern or behaviour on why some financial advisors get to the top while most remain average or mediocre. I outline the ONE success pattern shared by top financial advisors…. after training, speaking and coaching to more than 3000 financial...
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ACHIEVE ANYTHING: THIS Simple Framework Will Make You Successful As An Advisor | EP 58
In this podcast, Ben broke down the concept of FEAR. Fear is a state of mind which prevents us from attaining what we want in life – whether it’s income, accolades, relationships, etc. He broke down what fear TRULY is, why it exists and how we can overcome it in 7 simple steps. Once you…
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Why The Work You Do Is Never Wasted | EP 57
In this podcast, Ben talks about how work is never wasted and how giving away $17,000 for FREE taught him this lesson. He spoke about the importance of why you should continue to work and put in the effort despite not being able to see the results and that the outcome did not necessarily be the...
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How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 2 | Ep 56
In this podcast, Ben revealed the EXACT roadmap on how to go from $0 to $30k + per month in the fastest, possible and predictable way ever. He created this after coaching more than 1400 advisors, with nearly 3000 hours of coaching in the past 4 years and walking the path of the advisor himself....
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How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 1 | EP 55
In this podcast, Ben revealed the EXACT roadmap on how to go from $0 to $30k + per month in the fastest, possible and predictable way ever. He created this after coaching more than 1400 advisors, with nearly 3000 hours of coaching in the past 4 years and walking the path of the advisor himself....
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The Ugly Truth About Robo Advisors | EP 54
In this video, we dived deep into understanding the nature of robo - advisors and how to exactly position our investment products against them. We talked about the little-known truth of robo-advisors, how liquidity isn't good for your prospects and much more. Welcome to the Authentic Advisory...
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23 years industry veteran reveals how to last long in the business (With Khim) Nov’ 2023 | EP 53
Today, we have Khim. Khim is an industry veteran who started her advisory journey back in 2000. Since then, she has worn many hats, among them being an industry speaker and mentor, agency director, mother of two, and managing over 800 clients. Over her 23 years in the business, not only has she...
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Best Way To Handle The Most Common Objection Ever | Ep 52
In this video, we cover exactly how to handle the objection of “I already have an advisor” whether you are dealing with warm, cold or referral market. I broke down the fatal assumptions that we have been making as advisors and how you can create opportunities to reach more people and make more...
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Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.2 – Dec’23 | EP 51
Today, we have Melvin Soh, co-founder of the X-Factor Method, where he coaches Asia’s top leaders, marketers and coaches. Some of these folks include top financial advisors and agency leaders as well. Personally, he himself went from dropping out of college, surviving on a $800 per month income…
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Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.1 - Nov’23 | EP 50
Today, we have Melvin Soh, co-founder of the X-Factor Method, where he coaches Asia’s top leaders, marketers and coaches. Some of these folks include top financial advisors and agency leaders as well. Personally, he himself went from dropping out of college, surviving on a $800 per month income…
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How this Financial Advisor dominated his warm market without any fear (With Deon Neo) Pt.2 - Oct’23 | EP 49
Today, we have Deon Neo. Deon started his advisory journey as a student advisor back in 2016 and is now an associate director, managing his own team while running his sales. Over his 7 years in business, he achieved multiple MDRTs, taking home multiple 6 figures income while enjoying his work……
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How this Financial Advisor dominated his warm market without any fear (With Deon Neo) Pt.1 - Oct’23 | EP 48
Today, we have Deon Neo. Deon started his advisory journey as a student advisor back in 2016 and is now an associate director, managing his own team while running his sales. Over his 7 years in business, he achieved multiple MDRTs, taking home multiple 6 figures income while enjoying his work……
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This could RUIN your Q4 (and 2024) | EP 47
In this podcast, I reveal the 3 biggest mistakes that could ruin your Q4 (and your 2024). These are the critical errors I've seen sabotage advisors year after year. Too many people care about the “strategies” but NOT the pitfalls. But ONE wrong can undo all the RIGHT things that you have done. I...
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This Former A*STAR Scientist Achieved Multiple MDRTs While Raising Two Kids (With Alvina Tiang ) Pt.2 - Oct’23 | EP 46
Today, we have Alvina Tiang, a former A*STAR scientist turned financial advisor. For 17 years, she has continued to thrive in the advisory business, achieving multiple MDRTs while consistently ranking as a top producer. In this episode, we'll learn more about her nearly two-decade journey in the...
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This Former A*STAR Scientist Achieved Multiple MDRTs While Raising Two Kids (With Alvina Tiang ) Pt.1 - Oct’23 | EP 45
Today, we have Alvina Tiang, a former A*STAR scientist turned financial advisor. For 17 years, she has continued to thrive in the advisory business, achieving multiple MDRTs while consistently ranking as a top producer. In this episode, we'll learn more about her nearly two-decade journey in the...
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From Blogging to Almost Hitting COT (With Luke Ho) Pt.2 - Sep'23 | EP 44
Today, we have Luke, an advisor and the owner of the well-known blog Money Maverick. He achieved multiple MDRTs and COTs (nearly a TOT) during the height of the pandemic through writing blogs and finance articles. In today’s episode, we’ll learn more about Luke's journey building an advisory...
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From Blogging to Almost Hitting COT (With Luke Ho) Pt.1 - Sep’23 | EP 43
Today, we have Luke, an advisor and the owner of the well-known blog Money Maverick. He achieved multiple MDRTs and COTs (nearly a TOT) during the height of the pandemic through writing blogs and finance articles. In today’s episode, we’ll learn more about Luke's journey building an advisory...
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Unlocking the key to sustainability | EP 42
In this episode, Ben decoded the EXACT principles and models that will virtually guarantee advisors to do two things – 1) Make a ton of money 2) Stay in the game for long Welcome To The Authentic Advisory Podcast, where we talk about how financial advisors can acquire more clients, keep them and...
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Building The Advisory Business As An Introvert (With Geraldine Mark) Pt.2 - Sep’23 | EP 41
Our guest today is Geraldine. Geraldine was a financial editor before becoming a Financial Advisor. She achieved her first MDRT in 2021 with just focusing on her warm market and referrals. She went on to achieve multiple MDRTs over the last two years and has already cleared her MDRT for this…
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ABOUT THIS SHOW
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful
HOSTED BY
Benjamin Ong
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Frequently Asked Questions
How many episodes does The Authentic Advisory Podcast have?
The Authentic Advisory Podcast currently has 74 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Authentic Advisory Podcast about?
Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.I am documenting and sharing this so that all of us can...
How often does The Authentic Advisory Podcast release new episodes?
The Authentic Advisory Podcast has 74 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Authentic Advisory Podcast?
You can listen to The Authentic Advisory Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Authentic Advisory Podcast?
The Authentic Advisory Podcast is created and hosted by Benjamin Ong.
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