The Authentic Advisory Podcast

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 | 

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 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 | 

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’s episode, we’ll learn more about how he achieved his COT, the business model 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 |

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’s episode, we’ll learn more about how he achieved his COT, the business model 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 | 

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 behind her journey. 

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 | 

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 behind her journey. 

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 | 

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 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 |

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 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 | 

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 financial advisor that has gotten not only his MDRT for multiple years but also became a manager.

In today’s episode, we’ll learn more about Zack’s background and the obstacles he faced as a student advisor that helped him carve out his career path today. 

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 |

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 financial advisor that has gotten not only his MDRT for multiple years but also became a manager.

In today’s episode, we’ll learn more about Zack’s background and the obstacles he faced as a student advisor that helped him carve out his career path today. 

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 |