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
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The 3 - part decision framework to generate more sales | EP 70
51:41
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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…
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How to stop losing sales to other Financial Advisors | EP 69
20:11
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20:11
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…
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Achieve Your Goals in 2025 (Faster than Everybody Else) | EP 68
55:46
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55:46
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 hel…
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Why selling products is losing you money | EP 67
17:32
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17:32
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 mon…
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We Helped 100 Financial Advisors Make More Money (71 MINUTES NO BS ADVICE) | EP 66
1:11:29
1:11:29
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1:11:29
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…
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How to ACTUALLY follow - up with your prospects | EP 65
1:00:29
1:00:29
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1:00:29
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 pe…
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The Success Formula Made for Advisors | EP 64
56:52
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56:52
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 busines…
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The BEST Strategy To Approach Your Warm Market | EP 63
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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…
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Tactics To Have A Full Calendar Every Week | EP 62
22:03
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22:03
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 mo…
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Financial Advisors: This Is How You ACTUALLY Grow | EP 61
19:13
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19:13
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 …
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Giving Honest Advice to 6 Financial Advisors | EP 60
1:22:14
1:22:14
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1:22:14
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 Advi…
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How To Be In The Top 10% As A Financial Advisor | EP 59
44:30
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44:30
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…
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ACHIEVE ANYTHING: THIS Simple Framework Will Make You Successful As An Advisor | EP 58
1:14:59
1:14:59
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1:14:59
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 neve…
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Why The Work You Do Is Never Wasted | EP 57
19:35
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19:35
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 Authenti…
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How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 2 | Ep 56
1:03:59
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1:03:59
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 ta…
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How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 1 | EP 55
40:02
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40:02
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 ta…
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The Ugly Truth About Robo Advisors | EP 54
14:12
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14:12
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 learn…
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23 years industry veteran reveals how to last long in the business (With Khim) Nov’ 2023 | EP 53
1:17:16
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1:17:16
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 als…
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Best Way To Handle The Most Common Objection Ever | Ep 52
9:11
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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, wher…
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Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.2 – Dec’23 | EP 51
41:10
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41:10
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 compan…
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Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.1 - Nov’23 | EP 50
43:18
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43:18
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 compan…
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How this Financial Advisor dominated his warm market without any fear (With Deon Neo) Pt.2 - Oct’23 | EP 49
36:06
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36:06
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, w…
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How this Financial Advisor dominated his warm market without any fear (With Deon Neo) Pt.1 - Oct’23 | EP 48
37:56
37:56
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37:56
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, w…
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This could RUIN your Q4 (and 2024) | EP 47
13:01
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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 s…
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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
45:42
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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 ba…
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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
45:33
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45:33
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 ba…
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From Blogging to Almost Hitting COT (With Luke Ho) Pt.2 - Sep'23 | EP 44
1:02:48
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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,…
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From Blogging to Almost Hitting COT (With Luke Ho) Pt.1 - Sep’23 | EP 43
56:45
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56:45
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,…
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Unlocking the key to sustainability | EP 42
1:26:56
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1:26:56
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 other…
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Building The Advisory Business As An Introvert (With Geraldine Mark) Pt.2 - Sep’23 | EP 41
31:48
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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 busi…
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Building The Advisory Business As An Introvert (With Geraldine Mark) Pt.1 - Sep’23 | EP 40
55:06
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55:06
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 busi…
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How to get so successful you question the meaning of MDRT | EP 39
1:04:17
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1:04:17
In this episode, Ben released a training during a mastermind that he did for 60 advisors to grow and accelerate their business to multiple 6 - figure income every year. It consists of key principles that have proven to work for advisors that have achieved MDRT to TOT. Welcome To The WHAP Podcast, where we talk about how financial advisors can acqui…
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How He Accidentally Achieved His COT (With Daniel Lee) Pt.2 - Aug’23 | EP 38
48:00
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48:00
Today, we have Daniel Lee. Daniel started his journey as a student advisor from SMU, a local prestigious university in Singapore. He graduated with First Class Honours but yet he decided advisory was the route that he chose to take. From there, he went from struggling to COT “accidentally” and right now he is on track to another COT award. In today…
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How He Accidentally Achieved His COT (With Daniel Lee) Pt.1 - Aug’23 | EP 37
54:42
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54:42
Today, we have Daniel Lee. Daniel started his journey as a student advisor from SMU, a local prestigious university in Singapore. He graduated with First Class Honours but yet he decided advisory was the route that he chose to take. From there, he went from struggling to COT “accidentally” and right now he is on track to another COT award. In today…
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How This Ex - Law Student Turned Advisor Run Her Business Via Social Media (With Ashley Tan) Pt.2 - Aug’23 | EP 36
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Ashley started her journey into the advisory space when she was 21 after deciding that studying law wasn’t for her. She went from struggling during covid times to generating 2 - 3 passive enquiries per month from social media today. In today’s episode, we’ll learn more about how she kickstarted her social media “attraction” game and the mindset beh…
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How This Ex-law Student Turned Advisor Run Her Business Via Social Media (With Ashley Tan) Pt.1 - Aug’23 | EP 35
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Ashley started her journey into the advisory space when she was 21 after deciding that studying law wasn’t for her. She went from struggling during covid times to generating 2 - 3 passive enquiries per month from social media today. In today’s episode, we’ll learn more about how she kickstarted her social media “attraction” game and the mindset beh…
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How This Government Scholar Tripled Her Income As A Financial Advisor (With Mel Ho) Pt.2 - Aug’23 | EP 34
50:03
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50:03
Mel was a government scholar that transited into this advisory space. Within 4 months, she did her first MDRT. She went on to complete another 2 MDRT and is now on her way to finish up another 2 for the full year. In today’s episode, we’ll learn more about how she rose to success and the mindset behind her journey. Welcome to the Authentic Advisory…
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How This Government Scholar Tripled Her Income As A Financial Advisor (With Mel Ho) Pt.1 - Aug’23 | EP 33
52:03
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52:03
Mel was a government scholar that transited into this advisory space. Within 4 months, she did her first MDRT. She went on to complete another 2 MDRT and is now on her way to finish up another 2 for the full year. In today’s episode, we’ll learn more about how she rose to success and the mindset behind her journey. Welcome to the Authentic Advisory…
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Student Advisor To MDRT With Only Warm Market (With Zack Ng) Pt.2 - Aug'23 | EP 32
48:21
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48:21
Today, we have our first in-person interview with a fellow Advisor, Zack. Zack started his advisory journey as a student advisor back in one of Singapore’s prestigious universities – National Technological University (NTU) majoring in accountancy. He navigated his way through the warm market only during his times as a student and to a full-fledged …
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Student Advisor To MDRT With Only Warm Market (With Zack Ng) Pt.1 - Aug'23 | EP 31
52:42
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52:42
Today, we have our first in-person interview with a fellow Advisor, Zack. Zack started his advisory journey as a student advisor back in one of Singapore’s prestigious universities – National Technological University (NTU) majoring in accountancy. He navigated his way through the warm market only during his times as a student and to a full-fledged …
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15 Sales Secrets That Every Financial Advisor Needs To Know | EP 30
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57:24
In this episode, Ben shares the top 15 sales secrets that earned him multiple 7 figures in sales and after coaching more than a thousand financial advisors. These are the secrets that he teach his advisory clients that worked for them, and it might work for you too. Welcome To The WHAP Podcast, where we talk about how financial advisors can acquire…
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The Spicy Mala Syndrome That’s Holding You Back From Endless Commissions | EP 29
10:00
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10:00
In this episode, Ben shares his insights on the many conversations with advisors about their direct approach on the warm market and why it isn’t working or sustainable. He further breaks down the psychology behind why it’s not working and what advisors can do instead that will help them generate more appointments with their warm market. Welcome To …
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The Ugly Truth Behind Upgrading Yourself For Knowledge | EP 28
18:38
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18:38
In this episode, Ben shares his biggest insights on why some advisors don't see results despite them investing money into upgrading themselves and how you can make the most out of any program or coaching you invest in. Welcome To The WHAP Podcast, where we talk about how financial advisors can acquire more clients, keep them and stay long in the in…
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The Fear Behind Being A “Pushy” Financial Advisor | EP 27
12:43
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12:43
In this episode, Ben shares why so many financial advisors tend to be perceived or feel like they are pushy and the ONE thing that will resolve that once and for all. Welcome To The WHAP 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 …
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My personal insecurities and why material success solves nothing | EP 26
10:10
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10:10
In this episode, Ben shared about his own insecurities and why these insecurities don't go away even after earning more money or achieving more material success. He has “created” this one weird reminder that serves as a reminder for me on a day-to-day basis that allows him to work through my insecurities and move forward in life and business. Welco…
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Achieve your sales target stress-free in 2023 | EP 25
20:08
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20:08
If you have ever felt stress running for your sales target every single year… then you are not alone. In this podcast, Ben break down 3 strategies that you can use to manage stress AND ensure that you reach your goals easily. Welcome to The Advisors’ Podcast where we talk about how to get more clients, increase commissions and have longevity in the…
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How To Keep Your Calendar Full With Warm Appointments | EP 24
1:08:58
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1:08:58
If you have ever thought that you will run out of appointments from your warm market… Then this episode is for you. In this podcast, Ben interviewed Melissa Ho, who went from zero to $230,000 in Commissions in 18 months about her sales systems and processes and how to have a calendar that is full with warm appointments every single day. Welcome To …
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The 3-step process to deal with objections around policy exclusions | EP 23
15:14
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15:14
In this episode, Ben walks through the 3-step process to deal with objections around policy exclusions. Welcome To The WHAP 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 th…
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This Mindset Shift Changed Everything... | EP 22
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18:05
In this episode, Ben covered the mindset shift that changed his life and his clients as well. Hopefully, it does the same for you too! Welcome To The WHAP 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 learne…
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The “Waterfall” Strategy Behind Collecting Annual Premiums From Your Prospects | EP 21
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23:06
In this episode, Ben talked about the “Waterfall” strategy that he has used in the past and something that Authentic Advisory Systems teaches their clients to collect annual premiums with ease. Welcome to The Advisors’ Podcast where we talk about how to get more clients, increase commissions and have longevity in the advisory business and embark on…
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