All Episodes
The Authentic Advisory Podcast — 90 episodes
The Current Advisory Model Is Broken (And What Top Advisors Are Doing in 2026)
How To Consistently Be A MDRT Producer
Why New Financial Advisors Stay Stuck (And Eventually Quit)
I Ranked Every Prospecting Method So You Don't Have To
Why You Keep Running Out Of Appointments (And What To Do About it)
The Real Reason Financial Advisors Avoid Social Media (It’s Not What You Think)
If you’re ambitious but stuck, please watch this
Getting Appointments Is Hard Until You Do This Every Morning
It took me 9+ years of sales to realize what I’ll tell you in 14 minutes
How This Advisor Quit Roadshows and Still Made $160k/Year (FULL BREAKDOWN)
The Real Reason Financial Advisors Avoid Social Media (It’s Not What You Think) | EP 80
Should You Quit Your Agency? 4 Brutal Truths. | EP 79
How the Top 1% Manage Energy (and Out-Sell You) | EP 78
Never run out of appointments ever again | EP 77
The fastest way to achieve MDRT every year | EP 76
Why buying leads keeps you stuck | EP 75
How I made millions with this strategy (steal this from me) | EP 74
Why You Keep Losing Sales (And How to Fix It) | EP 73
This should be required for financial advisors | EP 72
Watch This If You Are Feeling Stressed | EP 71
The 3 - part decision framework to generate more sales | EP 70
How to stop losing sales to other Financial Advisors | EP 69
Achieve Your Goals in 2025 (Faster than Everybody Else) | EP 68
Why selling products is losing you money | EP 67
We Helped 100 Financial Advisors Make More Money (71 MINUTES NO BS ADVICE) | EP 66
How to ACTUALLY follow - up with your prospects | EP 65
The Success Formula Made for Advisors | EP 64
The BEST Strategy To Approach Your Warm Market | EP 63
Tactics To Have A Full Calendar Every Week | EP 62
Financial Advisors: This Is How You ACTUALLY Grow | EP 61
Giving Honest Advice to 6 Financial Advisors | EP 60
How To Be In The Top 10% As A Financial Advisor | EP 59
ACHIEVE ANYTHING: THIS Simple Framework Will Make You Successful As An Advisor | EP 58
Why The Work You Do Is Never Wasted | EP 57
How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 2 | Ep 56
How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 1 | EP 55
The Ugly Truth About Robo Advisors | EP 54
23 years industry veteran reveals how to last long in the business (With Khim) Nov’ 2023 | EP 53
Best Way To Handle The Most Common Objection Ever | Ep 52
Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.2 – Dec’23 | EP 51
Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.1 - Nov’23 | EP 50
How this Financial Advisor dominated his warm market without any fear (With Deon Neo) Pt.2 - Oct’23 | EP 49
EHow this Financial Advisor dominated his warm market without any fear (With Deon Neo) Pt.1 - Oct’23 | EP 48
EThis could RUIN your Q4 (and 2024) | EP 47
This Former A*STAR Scientist Achieved Multiple MDRTs While Raising Two Kids (With Alvina Tiang ) Pt.2 - Oct’23 | EP 46
This Former A*STAR Scientist Achieved Multiple MDRTs While Raising Two Kids (With Alvina Tiang ) Pt.1 - Oct’23 | EP 45
From Blogging to Almost Hitting COT (With Luke Ho) Pt.2 - Sep'23 | EP 44
From Blogging to Almost Hitting COT (With Luke Ho) Pt.1 - Sep’23 | EP 43
Unlocking the key to sustainability | EP 42
Building The Advisory Business As An Introvert (With Geraldine Mark) Pt.2 - Sep’23 | EP 41
Building The Advisory Business As An Introvert (With Geraldine Mark) Pt.1 - Sep’23 | EP 40
How to get so successful you question the meaning of MDRT | EP 39
How He Accidentally Achieved His COT (With Daniel Lee) Pt.2 - Aug’23 | EP 38
How He Accidentally Achieved His COT (With Daniel Lee) Pt.1 - Aug’23 | EP 37
EHow This Ex - Law Student Turned Advisor Run Her Business Via Social Media (With Ashley Tan) Pt.2 - Aug’23 | EP 36
How This Ex-law Student Turned Advisor Run Her Business Via Social Media (With Ashley Tan) Pt.1 - Aug’23 | EP 35
How This Government Scholar Tripled Her Income As A Financial Advisor (With Mel Ho) Pt.2 - Aug’23 | EP 34
How This Government Scholar Tripled Her Income As A Financial Advisor (With Mel Ho) Pt.1 - Aug’23 | EP 33
Student Advisor To MDRT With Only Warm Market (With Zack Ng) Pt.2 - Aug'23 | EP 32
Student Advisor To MDRT With Only Warm Market (With Zack Ng) Pt.1 - Aug'23 | EP 31
15 Sales Secrets That Every Financial Advisor Needs To Know | EP 30
The Spicy Mala Syndrome That’s Holding You Back From Endless Commissions | EP 29
The Ugly Truth Behind Upgrading Yourself For Knowledge | EP 28
The Fear Behind Being A “Pushy” Financial Advisor | EP 27
My personal insecurities and why material success solves nothing | EP 26
Achieve your sales target stress-free in 2023 | EP 25
How To Keep Your Calendar Full With Warm Appointments | EP 24
The 3-step process to deal with objections around policy exclusions | EP 23
This Mindset Shift Changed Everything... | EP 22
The “Waterfall” Strategy Behind Collecting Annual Premiums From Your Prospects | EP 21
The Top 1% Financial Advisors Only Sell These FOUR Things… | EP 20
Top 5 Lessons From A $50,000/Year Mastermind | EP 19
MDRT Ex - Advisor Leaves Audience SPEECHLESS… [61 Minutes… Paradigm Changing] | EP 18
Listen This 44 Minutes If You Never Want To Run Out of Appointments Ever Again | EP 17
This might be the reason why you are afraid of success | EP 16
Protecting Your Persistency Ratio | EP 15
Thinking Of Leaving Your Agency? Listen to this first before you do | EP 14
Do These 5 Things And You Will Never Be Poor | EP 13
Advisors, Stop Buying Leads Until You Watch This | EP 12
Why Leads Are Not The Issue In Your Advisory Business [Knowing this will make you rich] | EP 11
What To Do If A Prospect Tries To Smoke You? | EP 10
The Social Media Framework That Earned Me $100,000 + As A Financial Advisor [Revealed!] | EP 9
Avoiding This Mistake Will Increase Your Closing Ratio | EP 8
Investment Plans’ Fees Too High? Here’s how to deal with it | EP 7
I spent $90,000 on coaching in 2022. Here’s why… | EP 6
This C-Word Secretly Kills Your Business | EP 5
Forget About Your Goals, Focus On This Instead | EP 4
The One Secret To 10x Your Referrals | EP 3
This is the reason why you will FAIL as a Financial Advisor | EP 2
The ONLY 3 Ways To MAKE MILLIONS In The Advisory Business | EP 1