Best MDRT Podcasts (2025)

1
The fastest way to achieve MDRT every year | EP 76 23:44

1d ago23:44

23:44

If you feel like achieving MDRT is hard, you’re not alone. Many advisors work hard, have the right attitude, and still stay stuck at $0–$4K FYC per month. In this episode, I break down: The real reason why most advisors can’t break through. The single framework we use to take advisors from $0 to MDRT in the shortest possible time. This is the exact…

1
How I’m succeeding – and struggling – with AI 10:26

4d ago10:26

10:26

With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology. In this episode, MDRT members share how AI has factored into their work as an asset or a stressor, and what is on their mind moving forward.You’ll hear from:Chi Teng Han, ChFC/S, CIAMNadia Wijatno, ChFC, CLU…

1
Why you should not just embrace but seek out rejection 12:34

1M ago12:34

12:34

Would you ever do something that you expected to fail, justas a way of teaching yourself that rejection is not something to fear? In thisepisode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heissdiscuss the logic, options and potential benefits behind this approach ofturning discomfort into confidence.Episode breakdown:0:42 – Mo…

1
Memorable client experiences related to regulation 25:11

2M ago25:11

25:11

What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.You’ll hear from:Simon D. Lister, Dip PFSJamie McIntyre, CFPEpisode breakdown:0:29 – Being driven to discuss your value proposition in more detail2:16 – …

1
Why buying leads keeps you stuck | EP 75 1:00:24

3M ago1:00:24

1:00:24

What if I told you that leads are not the main problem in your business? Most advisors think the reason they’re stuck is because they don’t have enough leads—but the truth is, it’s not about getting more, it’s about the method of how you approach them. COT & TOT level producers don’t always get better leads, but they do know how to turn any lead in…

1
How to adjust your practice to accommodate new clients gained in an acquisition 17:05

3M ago17:05

17:05

Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard.Episode brea…

1
How I made millions with this strategy (steal this from me) | EP 74 22:34

3M ago22:34

22:34

If you think “investing” just means buying stocks, crypto, or ETFs—but if that’s your only strategy, you’re playing the wrong game; in the last 5 years I’ve poured over half a million dollars into coaches, masterminds, and programs (from Singapore to Las Vegas) instead of property or crypto because there comes a point where the fastest way forward …

1
Changes I made to foster growth in my business 9:25

4M ago9:25

9:25

If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of the MDRT Executive Committee share how they have reimagined their perspectives and their communication to drive stronger relationships and greater performance.You’ll hear from:MDRT President Carol Khe…

1
Why You Keep Losing Sales (And How to Fix It) | EP 73 34:47

5M ago34:47

34:47

Advisors often think they’re losing the sale because of objections, poor leads, or lack of product knowledge—but after working with over 300 advisors and generating $25M+ in sales, I’ve found those aren’t the real reasons—in this episode, I break down the exact 7 elements that shift a prospect into a “buying state”, how to apply them to create stru…

1
Experiences that have enhanced how I see the power of insurance 9:46

6M ago9:46

9:46

Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit. You’ll hear from:Joseph Tan, Ch…

1
This should be required for financial advisors | EP 72 35:48

6M ago35:48

35:48

If you’re working long hours, investing in coaching, and still not hitting your growth targets, you’re not alone—this episode reveals a game-changing success formula for financial advisors by uncovering why “working harder” might actually hold you back, how pinpointing the right problems truly impacts your bottom line, and the proven framework we u…

1
Why — and how — you should push your boundaries 16:18

7M ago16:18

16:18

Is there a benefit to doing things that scare you? In this episode, Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the difficulties and advantages of striving for things you sometimes don’t want to do, from a morning trip to the gym to a plunge into freezing cold water. Episode breakdown:0:41 – Finding opportunity to do something…

1
What you learn after years of working with clients facing retirement 9:38

8M ago9:38

9:38

What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients.You’ll he…

1
Mini-episode: The power of accountability 4:40

9M ago4:40

4:40

As a new year settles in, it’s important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve.You’ll hear from:MDRT President Carol Kheng, ChFCMDRT First Vice Presiden…

1
How regulation impacts what I can do with technology 12:26

9M ago12:26

12:26

The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations.You’ll hear from:Simon D. Lister, Dip PFSJamie McIntyre, C…

1
What to do when it’s clear the client-advisor relationship is not a match 16:15

10M ago16:15

16:15

At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.You’ll hear from:Alessandro M. Forte, DipPFS, CSPRenee Hanson, CFP, CDFAEpisode breakdown:0:28 – Establish…

1
Watch This If You Are Feeling Stressed | EP 71 28:53

10M ago28:53

28:53

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…

1
The 3 - part decision framework to generate more sales | EP 70 51:41

11M ago51:41

51:41

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…

1
How to resolve staff frustration through clear communication 8:58

11M ago8:58

8:58

If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise.You’ll hear from:Aaron Kane, AFA, B BusAdam Thomas Rex, AIF, CFPEpisode breakdown:0:29 – Creating an open-…

1
How to stop losing sales to other Financial Advisors | EP 69 20:11

11M ago20:11

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…

1
How to embrace the Whole Person concept 8:42

11M ago8:42

8:42

Just because you know the importance of seeking balance in and out of work doesn’t mean that it’s easy to accomplish. In this episode, members of the MDRT Executive Committee share how they make a priority of MDRT’s Whole Person concept and adjust if they are struggling to put their intentions into action.You’ll hear from:MDRT President Carol Kheng…

1
Achieve Your Goals in 2025 (Faster than Everybody Else) | EP 68 55:46

11M ago55:46

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…

1
Why selling products is losing you money | EP 67 17:32

12M ago17:32

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…

1
We Helped 100 Financial Advisors Make More Money (71 MINUTES NO BS ADVICE) | EP 66 1:11:29

1y ago1:11:29

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…

1
Changes I’ve made to embrace regulation and overcome challenges 18:18

1y ago18:18

18:18

What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their perspective and ability to take action has led them to turn regulation into opportunity and success.You’ll hear from:Simon D. Lister, Dip PFSJamie McIntyre, CFPEpisode breakdown:0:34—Focusing on the benefi…

1
How to ACTUALLY follow - up with your prospects | EP 65 1:00:29

1y ago1:00:29

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…

1
The Success Formula Made for Advisors | EP 64 56:52

1y ago56:52

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…

1
The BEST Strategy To Approach Your Warm Market | EP 63 57:11

1y ago57:11

57:11

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…

1
What you absolutely should not do in an acquisition 12:55

1y ago12:55

12:55

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions.Episode breakdown:0:34 …

1
Tactics To Have A Full Calendar Every Week | EP 62 22:03

1y ago22:03

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…

1
Unique ways I identify financial solutions for my niche – and how that can help other advisors 13:50

1y ago13:50

13:50

What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning.You’ll hear from:Joseph Tan, ChFC, CLUAbigail …

1
Financial Advisors: This Is How You ACTUALLY Grow | EP 61 19:13

1+ y ago19:13

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 …

1
Finding and fostering relationships with centers of influence 22:06

1+ y ago22:06

22:06

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.You’ll hear from:Alessandro M. Forte, DipPFS, CSPRenee Hanson, …

1
Giving Honest Advice to 6 Financial Advisors | EP 60 1:22:14

1+ y ago1:22:14

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…

1
How To Be In The Top 10% As A Financial Advisor | EP 59 44:30

1+ y ago44:30

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…

1
What to do and not do for joint work 6:41

1+ y ago6:41

6:41

While many advisors recognize the benefits of partnering with other professionals to help their clients, doing that successfully often requires practice and adaptation. In this episode, members of the MDRT Executive Committee explain how they have learned to identify and thrive in these collaborative circumstances.You’ll hear from:MDRT President Gr…

1
ACHIEVE ANYTHING: THIS Simple Framework Will Make You Successful As An Advisor | EP 58 1:14:59

1+ y ago1:14:59

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…

1
How I navigate awkward conversations with clients 12:00

1+ y ago12:00

12:00

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations.You’ll hear from:Aaron Kane, AFA, B BusAdam Thomas Rex, AIF, CFPEpisode break…

1
Why The Work You Do Is Never Wasted | EP 57 19:35

1+ y ago19:35

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…

1
How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 2 | Ep 56 1:03:59

1+ y ago1:03:59

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…

1
How to go from $0 to $30k+ per month As A Financial Advisor [FULL BLUEPRINT] Part 1 | EP 55 40:02

1+ y ago40:02

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…

1
The Ugly Truth About Robo Advisors | EP 54 14:12

1+ y ago14:12

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…

1
Smoothing out some complexities of business transition 14:01

1+ y ago14:01

14:01

How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they’ve learned to help minimize roadblocks and pursue success and happiness between buyer and seller.Episode breakdown:0:38 – Steps to simp…

1
23 years industry veteran reveals how to last long in the business (With Khim) Nov’ 2023 | EP 53 1:17:16

1+ y ago1:17:16

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…

1
How I ensure that clients understand their finances 12:57

1+ y ago12:57

12:57

What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side.You’ll hear from:Joseph Tan, ChFC, CLUAbigail Venida YabotEpisode breakd…

1
Best Way To Handle The Most Common Objection Ever | Ep 52 9:11

1+ y ago9:11

9:11

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…

1
How MDRT Executive Committee members start the year off right 19:14

1+ y ago19:14

19:14

How can you ensure that you have a successful start to 2024? What should you keep in mind throughout the year to maintain consistent success? In this episode, members of the MDRT Executive Committee explain how they prepare for the arrival of January and keep a steady perspective on their processes regardless of the month.You’ll hear from:MDRT Pres…

1
Unique insights about what makes clients open up or shut down 12:48

2y ago12:48

12:48

Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In this episode, MDRT members identify situations in which clients have been especially open (or had difficulty opening up), and what that taught them for conversations moving forward.You’ll hear from:Al…

1
Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.2 – Dec’23 | EP 51 41:10

2y ago41:10

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…

1
Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.1 - Nov’23 | EP 50 43:18

2y ago43:18

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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