The Advisors' Podcast: Recent Episodes
Benjamin Ong
Welcome to The Advisors’ Podcast where we talk about how to get more clients, increase commissions, have longevity in the advisory business, as well as the lessons and journey that I myself have learned along the way in helping you become Wealthy, Purposeful & Happy.
For inquiries, please email hello@bentotheright.com.
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
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
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
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
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
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
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
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
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
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
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 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 |
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 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
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 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.
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 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
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.
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 becoming Wealthy while being Happy, Purposeful & Authentic.
Follow Benjamin Ong’s Socials:
Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Twitter |
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 advisory business and embark on the journey of being Happy, Purposeful & Authentic.
Follow Benjamin Ong’s Socials:
Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Twitter
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 The Advisors’ Podcast where we talk about how to get more clients, increase commissions and have longevity in the advisory business and embark on the journey of being Happy, Purposeful & Authentic.
Follow Benjamin Ong’s Socials:
Skool Community | Instagram | | Youtube | LinkedIn | Facebook | Twitter
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!
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.
Ben talks about 4 key things that all advisors have to sell to ANYONE in order for their business to be successful. This observation was made after coaching hundreds of advisors and spending more than 2000 hours coaching them from all walks of life.
Ben attended a $50,000/year mastermind in the states and flew 35 hours in total to and fro. In this episode, he shares the top 5 lessons that were impactful for him, and relevant to your advisory business.
This is another segment of our mastermind for a group of advisors from different companies and agencies in the country. In this podcast, Ben addressed the most pressing mindset and behavioural issues in advisors and when that is resolved, will attract the right prospects, people and business.
So a while back, Ben held a mastermind for a group of financial advisors from different companies and agencies in the country where we brainstormed and addressed the issue of the lack of appointments, prospecting, and the cons of the industry. I addressed these issues in this segment of our live physical event – so enjoy!
In this episode, Ben covered on the topic of fearing and being afraid of success. He broke down the process of why advisors are afraid of success and how to overcome it. Once you do, you will know how to get your next breakthrough. This holds very true, especially for advisors that have gotten their MDRT, COT, and beyond.
In this video, I shared how to use this one simple method to preframe your clients from lapsing your policy and preventing your persistency ratio from being affected!
In this episode, Ben walks through the 3-step process to deal with objections around policy exclusions.
Leaving an agency is part and parcel of the insurance industry. Yet in some cases, the decision to leave might not necessarily be a good one all the time. I talked about the 5 perspective change that guides advisors through a decision thinking framework.
Ben talks about the 5 key things that all financial advisors should do to ensure sustainable success in their advisory business.
In this video, Ben shares a specific strategy on how to overcome smokescreen objections.
Leads have always been the number one most talked about issue in the advisory business. In this podcast, Ben is going to share with you the reason why it isn’t the main issue in your business and what’s the real underlying problem that allows you to move forward once you solve it.
Youtube: https://youtu.be/Mwt6dGSWec4
In this video, Ben shares a specific strategy on how to overcome smokescreen objections.
Ben talks about a social media framework that he has used for many years back when I was an advisor that earned me $100k + and a lot more for our other advisors’ clients. Once you learn this, your social media “attraction” game will be inevitably stronger
Youtube: https://youtu.be/OoCxMyklUTU
Making the mistake between a statement and a problem is one of the worst things that we can do in selling. For if we do not establish the problem for the prospect, your solution will not come in as valuable or relevant to their situation → And this is why I share on how to identify the difference between a problem and a statement, and how to apply that in your fact finding process.
Ben shares a personal framework that teaches exactly how to overcome objections on investment fees.
Youtube: https://youtu.be/GiNnI-im1-4
Ben shares why he invested $90,000 in coaching programs in 2022 and how it helped him in his personal life and business.
Ben talks about comparison and how it actually kills your business slowly, and ONE thing that we can use to replace the word comparison, that will make us more motivated and inspired instead of a downward spiral.
Ben talks about his biggest belief and paradigm shift that changed not only the way he did his advisory and current business but also helped tons of advisors that adopted this frame of thinking into their business.
Ben shares, from his own experience, the biggest secret that is usually overlooked and underrated in getting a ton of more referrals in the advisory business.
In this episode, Ben talks about the number one reason why financial advisors fail in their business, and the ways to overcome them.
In this episode, Ben talks about how to grow your advisory business with 3 proven ways and the thought processes around it.
Financial planning fundamentals which everyone should know and act on it. I believe all these information are intuitive and common sensical but sometimes we just need a little reminder :)
People talk about investing and wanting to invest - but many don’t know WHY they are investing and more worryingly, many don’t find the urgency to invest when they are young! This is just sincerely what I feel and observed over last the few months
A brief overview of the topics that are going to be covered, why these topics and why podcasting in this era!