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The Authentic Advisory Podcast

Education Podcasts

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

Location:

United States

Description:

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

Language:

English


Episodes
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How To Be In The Top 10% As A Financial Advisor | EP 59

5/8/2024
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

Duration:00:44:30

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ACHIEVE ANYTHING: THIS Simple Framework Will Make You Successful As An Advisor | EP 58

4/12/2024
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

Duration:01:14:59

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Why The Work You Do Is Never Wasted | EP 57

3/21/2024
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

Duration:00:19:35

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How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 2 | Ep 56

3/14/2024
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

Duration:01:03:59

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How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 1 | EP 55

3/12/2024
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

Duration:00:40:02

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The Ugly Truth About Robo Advisors | EP 54

3/7/2024
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

Duration:00:14:12

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23 years industry veteran reveals how to last long in the business (With Khim) Nov’ 2023 | EP 53

2/15/2024
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

Duration:01:17:16

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Best Way To Handle The Most Common Objection Ever | Ep 52

1/17/2024
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

Duration:00:09:11

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Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.2 – Dec’23 | EP 51

12/1/2023
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 |

Duration:00:41:10

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Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.1 - Nov’23 | EP 50

11/30/2023
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 |

Duration:00:43:18

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How this Financial Advisor dominated his warm market without any fear (With Deon Neo) Pt.2 - Oct’23 | EP 49

11/17/2023
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 |

Duration:00:36:06

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How this Financial Advisor dominated his warm market without any fear (With Deon Neo) Pt.1 - Oct’23 | EP 48

11/15/2023
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 |

Duration:00:37:56

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This could RUIN your Q4 (and 2024) | EP 47

11/7/2023
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 |

Duration:00:13:01

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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

10/31/2023
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 |

Duration:00:45:42

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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

10/26/2023
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 |

Duration:00:45:33

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From Blogging to Almost Hitting COT (With Luke Ho) Pt.2 - Sep'23 | EP 44

10/20/2023
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 |

Duration:01:02:48

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From Blogging to Almost Hitting COT (With Luke Ho) Pt.1 - Sep’23 | EP 43

10/18/2023
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 |

Duration:00:56:45

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Unlocking the key to sustainability | EP 42

10/13/2023
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 |

Duration:01:26:56

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Building The Advisory Business As An Introvert (With Geraldine Mark) Pt.2 - Sep’23 | EP 41

10/12/2023
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 |

Duration:00:31:48

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

9/29/2023
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 |

Duration:00:55:06