The Authentic Advisory Podcast

PODCAST · business

The Authentic Advisory Podcast

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

  1. 74

    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 | ⁠⁠⁠Instagram⁠⁠⁠ | | ⁠⁠⁠Youtube⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Facebook⁠

  2. 73

    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 | ⁠⁠⁠Instagram⁠⁠⁠ | | ⁠⁠⁠Youtube⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Facebook⁠

  3. 72

    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 | ⁠⁠⁠Instagram⁠⁠⁠ | | ⁠⁠⁠Youtube⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Facebook⁠

  4. 71

    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 | ⁠⁠⁠Instagram⁠⁠⁠ | | ⁠⁠⁠Youtube⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Facebook⁠

  5. 70

    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 | ⁠⁠⁠Instagram⁠⁠⁠ | | ⁠⁠⁠Youtube⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Facebook⁠

  6. 69

    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 | ⁠⁠Instagram⁠⁠ | | ⁠⁠Youtube⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Facebook⁠

  7. 68

    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 | ⁠⁠Instagram⁠⁠ | | ⁠⁠Youtube⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Facebook⁠

  8. 67

    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 | ⁠⁠Instagram⁠⁠ | | ⁠⁠Youtube⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Facebook⁠⁠

  9. 66

    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 | ⁠⁠Instagram⁠⁠ | | ⁠⁠Youtube⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Facebook⁠

  10. 65

    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 | ⁠Instagram⁠ | | ⁠Youtube⁠ | ⁠LinkedIn⁠ | ⁠Facebook⁠

  11. 64

    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 | Instagram | | Youtube | LinkedIn | Facebook

  12. 63

    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 | Instagram | | Youtube | LinkedIn | Facebook

  13. 62

    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 less than two years.  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 | Instagram | | Youtube | LinkedIn | Facebook

  14. 61

    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 MDRT in the shortest possible time.This is the exact system we’ve used with over 400 advisors—where more than 150 of them went on to achieve MDRT. 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 | Instagram | | Youtube | LinkedIn | Facebook

  15. 60

    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 better leads, but they do know how to turn any lead into a real appointment—an appointment that converts. Once you get this right, you’ll always be able to pack your calendar with the leads you already have (and the future ones you’re buying). In this episode, I break it all down—straight from a live training I conducted for over 100 advisors at Ascendance Wealth Management (AWM) in Singapore.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 | Facebook

  16. 59

    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 because there comes a point where the fastest way forward is to pay for speed, proven paths, and avoid the wrong ones—in this episode you’ll discover the Sky-over-Ground mindset shift most advisors never make, why not investing in yourself is the most expensive decision you’ll ever make, and exactly why I’ll always bet on myself over the S&P 500, crypto, or any other “safe” play—tune in now if you’re done waiting and ready to scale faster toward the income and life you know you’re capable of. 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 | Facebook

  17. 58

    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 into a “buying state”, how to apply them to create structured and consistent appointments, and the two most common elements even seasoned advisors miss—tune in now and see which element you might be missing!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 moneyFollow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook

  18. 57

    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 impacts your bottom line, and the proven framework we use to fast-track clients from struggling to COT and beyond—so tune in now, and let me know what you think in the comments!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 moneyFollow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook

  19. 56

    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 | LinkedIn | Facebook

  20. 55

    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 | Facebook

  21. 54

    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 | Facebook

  22. 53

    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 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 | Facebook

  23. 52

    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 reach more people, transform more lives and earn more money Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn | Facebook

  24. 51

    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 Financial Advisors reach more people, transform more lives and earn more money Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn | Facebook

  25. 50

    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 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 | Facebook

  26. 49

    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 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 | Facebook

  27. 48

    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 | Facebook

  28. 47

    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 Advisors reach more people, transform more lives and earn more money Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn | Facebook

  29. 46

    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 need to solve, and how you can overcome them.  Once you understand this, you'll break your limits and unlock your true potential in your advisory business once and for all.   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 | Facebook

  30. 45

    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 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 | Facebook

  31. 44

    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 advisors.    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 | Facebook

  32. 43

    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 understand this and know what fear is all about, you will never be defeated or be held back EVER AGAIN.    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 | Instagram | | Youtube | LinkedIn | Facebook

  33. 42

    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 “thing” that you are creating,    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 | Instagram | | Youtube | LinkedIn | Facebook

  34. 41

    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.    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 | ⁠Instagram⁠ | ⁠Youtube⁠ | ⁠LinkedIn⁠ | ⁠Facebook⁠

  35. 40

    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.    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 | Instagram | Youtube | LinkedIn | Facebook

  36. 39

    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 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 | Instagram | | Youtube | LinkedIn | Facebook

  37. 38

    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 achieved many accolades, from MDRT to COT, she has also built a reputation and a business on strong foundations for delivering amazing service to her clients.  In today’s episode, we’ll learn about the service principles she employs with her clients and the mindset behind her success. 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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook

  38. 37

    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 impact.    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 Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn | Facebook

  39. 36

    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 to building an 8 figure coaching and consulting company. In today’s episode, we’ll learn about the marketing and sales principles he teaches and the mindset behind success for financial advisory space specifically.    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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram | 

  40. 35

    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 to building an 8 figure coaching and consulting company. In today’s episode, we’ll learn about the marketing and sales principles he teaches and the mindset behind success for financial advisory space specifically.  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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram | 

  41. 34

    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… just focusing on his warm market. In today’s episode, we’ll uncover how he sustained that, his journey to the management role, and the mindset behind his success.   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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram | 

  42. 33

    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… just focusing on his warm market. In today’s episode, we’ll uncover how he sustained that, his journey to the management role, and the mindset behind his success.   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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram | 

  43. 32

    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 covered: Three major mistakes that even veteran and seasoned advisors make The story of a "fly that died" and how that particular lesson will shift your entire brain up for success How to convert the pains of this business into super beliefs that will make you more money ... and more. 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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram | 

  44. 31

    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 industry and how she navigated the difficulties of balancing motherhood while building a successful advisory business—managing sales and servicing clients. We’ll also uncover the mindsets fueling her lasting success.   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 Follow Benjamin Ong’s Socials:⁠Skool Community⁠ | ⁠Instagram⁠ | ⁠Youtube ⁠| ⁠LinkedIn⁠ | ⁠Facebook⁠ | ⁠Telegram⁠ |

  45. 30

    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 industry and how she navigated the difficulties of balancing motherhood while building a successful advisory business—managing sales and servicing clients. We’ll also uncover the mindsets fueling her lasting success.   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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | Youtube | LinkedIn | Facebook | Telegram |

  46. 29

    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 business through blogging, how it helped him achieve COT, along with a 8-figure AUM under his care.    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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram | 

  47. 28

    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 business through blogging, how it helped him achieve COT, along with a 8-figure AUM under his care. 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 Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram |

  48. 27

    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 stay long in the industry to continuously serve others, as well as the mistakes and lessons I’ve learned along this journey… all in the hopes of helping you become Wealthy while being Happy, Purposeful & Authentic. Follow Benjamin Ong’s Socials: Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram | 

  49. 26

    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 year.  In today’s episode, we’ll learn more about her business model, the mindset behind her success and how she did it despite being an introvert.    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 Follow Benjamin Ong’s Socials:⁠Skool Community⁠ | ⁠Instagram⁠ | | ⁠Youtube⁠ | ⁠LinkedIn⁠ | ⁠Facebook⁠ | ⁠Telegram⁠ | 

  50. 25

    Building The Advisory Business As An Introvert (With Geraldine Mark) Pt.1 - Sep’23 | EP 40

    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 year.  In today’s episode, we’ll learn more about her business model, the mindset behind her success and how she did it despite being an introvert.    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 Follow Benjamin Ong’s Socials:Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Telegram | 

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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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