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The Authentic Advisory Podcast
The Authentic Advisory Podcast episodes
- 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 |44 min - 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 |37 min - 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 |38 min - 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 |14 min - 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 |
46 min - 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 min - 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 |1 hr 3 min - 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 |
57 min - 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 |
1 hr 27 min - 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 |
32 min
About The Authentic Advisory Podcast
From the publisher's feed
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