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Patrick BetDavidVerify icon
Patrick BetDavid
4.94
2485 consultations
Born in Iran, Made In 🇺🇸 Entrepreneur since 10 years old 📚 Author of #1 WSJ Best Seller “Your Next Five Moves” 🌳Lifelong Synergist
Born in Iran, Made In 🇺🇸 Entrepreneur since 10 years old 📚 Author of #1 WSJ Best Seller “Your Next Five Moves” 🌳Lifelong Synergist
Matt SapaulaVerify icon
Matt Sapaula
5
139 consultations
It’s me - @MoneySmartGuy Matt Sapaula. I have worked directly with/ Patrick Bet-David for nearly ten years and a key person helping PBD to and through the $300M acquisition of PHP Agency. I am his no 1 income earner with a sales force of over 3,000 and growing, multicultural agents across the country. I am an expert in life insurance strategies as well as in recruitment and leadership development. I host the 7 Figure Squad YT channel w/ over 300k subscribers. I served 8 years on active duty as a United States Marine w/ tours in the Persian Gulf and Somalia, Africa. How I can help you: Ask me about transitioning from employee to entrepreneur, building up your revenue, training your sales team, recruiting and developing leaders that can scale your business, leveraging social media that bring you interested customers…even life insurance strategies that are tax advantaged to legally disinherit Uncle Sam. Let’s play offense!
It’s me - @MoneySmartGuy Matt Sapaula. I have worked directly with/ Patrick Bet-David for nearly ten years and a key person helping PBD to and through the $300M acquisition of PHP Agency. I am his no 1 income earner with a sales force of over 3,000 and growing, multicultural agents across the country. I am an expert in life insurance strategies as well as in recruitment and leadership development. I host the 7 Figure Squad YT channel w/ over 300k subscribers. I served 8 years on active duty as a United States Marine w/ tours in the Persian Gulf and Somalia, Africa. How I can help you: Ask me about transitioning from employee to entrepreneur, building up your revenue, training your sales team, recruiting and developing leaders that can scale your business, leveraging social media that bring you interested customers…even life insurance strategies that are tax advantaged to legally disinherit Uncle Sam. Let’s play offense!
Jennifer Bet-DavidVerify icon
Jennifer Bet-David
5
53 consultations
Questions I most often get: What’s it like being married to a man who is ultra competitive and ultra driven? How have I been able to balance being involved in our business and managing home life with four kids? How do you hire a Nanny? How did you attract a man like Patrick Bet-David? Since 2009, I have served as the lead project manager for multiple software solutions our companies have used to operate. I have extensive knowledge in CRM, Integration, & Standard Operating Procedures. I have held securities licenses Series 6, 63, & 26. Active Insurance & Real Estate license with an extensive background in Financial Services since 2002.
Questions I most often get: What’s it like being married to a man who is ultra competitive and ultra driven? How have I been able to balance being involved in our business and managing home life with four kids? How do you hire a Nanny? How did you attract a man like Patrick Bet-David? Since 2009, I have served as the lead project manager for multiple software solutions our companies have used to operate. I have extensive knowledge in CRM, Integration, & Standard Operating Procedures. I have held securities licenses Series 6, 63, & 26. Active Insurance & Real Estate license with an extensive background in Financial Services since 2002.
Carlos MachadoVerify icon
Carlos Machado
5
49 consultations
I will only do consultations on Minnect, NO Sales! The idea is to help you make informed decisions with an expert on your team. I will help you navigate the difficult process of buying or revising life insurance with no conflicting emotions between revenue and whats best for you. Emphaty will be the name of the game. A little about my self: - 13 years in the industry - Top 1% producer - Over a Billion dollars in protection - 100% independent - Expert on large cases - Expert on foreign families - Expert on complex cases - Very technical
I will only do consultations on Minnect, NO Sales! The idea is to help you make informed decisions with an expert on your team. I will help you navigate the difficult process of buying or revising life insurance with no conflicting emotions between revenue and whats best for you. Emphaty will be the name of the game. A little about my self: - 13 years in the industry - Top 1% producer - Over a Billion dollars in protection - 100% independent - Expert on large cases - Expert on foreign families - Expert on complex cases - Very technical
Tigran BekianVerify icon
Tigran Bekian
4.91
49 consultations
Right hand to CEO & Founder Patrick Bet-David. Currently Vice President of Sales and Distribution at PHP Agency, started in 2009 by Patrick with 66 licensed life insurance agents now nearly 50,000 in all 50 states and Puerto Rico. Over the last decade under PBDs mentorship, I’ve gained knowledge and expertise in areas of human nature, conflict resolution, processing issues, and most importantly sales, specifically the how to’s of driving sales executives build and scale their business ranging from $100K to over $40MM+ in annual sales. 1. Processing issues - human nature. One of the areas most people fall short is in the area of conflict resolution. The faster you can deal and process issues the faster you can move on to scaling your business. 2. Identify key initiatives to help drive revenue for your business. Most business are only a couple of small changes away from getting to the next. PBD talks a lot about sequencing, happy to provide insights in the very important way of thinking. Your 10th move cannot be your first move. 3. How to create stronger relationships - both professionally and personally. This is key team building and driving leaders, always remember the strong the relationship the more you can challenge the person. 4. Balancing work and personal life as an entrepreneur. How I’ve witnessed PBD do this over the last 14 years with his family and how my wife and I both adapted to his philosophies by work together in our business as intrepreneurs. We are both Alphas, how to overcome this misconception of working together is difficult, and how to create a strong work life balance to fulfill our goals and dreams as a family. Father of 2 boys. Looking forward to connecting with you here on Minnect to share ideas, bring value, providing insight from a #2 perspective and help grow & scale your business today.
Right hand to CEO & Founder Patrick Bet-David. Currently Vice President of Sales and Distribution at PHP Agency, started in 2009 by Patrick with 66 licensed life insurance agents now nearly 50,000 in all 50 states and Puerto Rico. Over the last decade under PBDs mentorship, I’ve gained knowledge and expertise in areas of human nature, conflict resolution, processing issues, and most importantly sales, specifically the how to’s of driving sales executives build and scale their business ranging from $100K to over $40MM+ in annual sales. 1. Processing issues - human nature. One of the areas most people fall short is in the area of conflict resolution. The faster you can deal and process issues the faster you can move on to scaling your business. 2. Identify key initiatives to help drive revenue for your business. Most business are only a couple of small changes away from getting to the next. PBD talks a lot about sequencing, happy to provide insights in the very important way of thinking. Your 10th move cannot be your first move. 3. How to create stronger relationships - both professionally and personally. This is key team building and driving leaders, always remember the strong the relationship the more you can challenge the person. 4. Balancing work and personal life as an entrepreneur. How I’ve witnessed PBD do this over the last 14 years with his family and how my wife and I both adapted to his philosophies by work together in our business as intrepreneurs. We are both Alphas, how to overcome this misconception of working together is difficult, and how to create a strong work life balance to fulfill our goals and dreams as a family. Father of 2 boys. Looking forward to connecting with you here on Minnect to share ideas, bring value, providing insight from a #2 perspective and help grow & scale your business today.
Tom Murray
Tom Murray
5
45 consultations
Having spent most of my life moving to new countries, to live, travel, and work, I now specialise in helping others do the same financially. When you move to foreign shores life can get really complicated, often with multiple currencies, investments, and tax offices to worry about. There are a lot of pitfalls to avoid, and often a lot of benefits to take advantage of.   Book in for a chat with me about financial planning, wealth management, expatriating, or anything else I can help with!
Having spent most of my life moving to new countries, to live, travel, and work, I now specialise in helping others do the same financially. When you move to foreign shores life can get really complicated, often with multiple currencies, investments, and tax offices to worry about. There are a lot of pitfalls to avoid, and often a lot of benefits to take advantage of.   Book in for a chat with me about financial planning, wealth management, expatriating, or anything else I can help with!
Ted MurphyVerify icon
Ted Murphy
4.83
33 consultations
Co-host of the Build It, Keep It Podcast Top 10% podcast in the world! Personal finance expert helping you make and keep more of your money. ❌ Are you looking to get out of debt? ❌ Get rid of money stress? ❌ Build a good side business? Minnect with me and we’ll talk all about how to do that!
Co-host of the Build It, Keep It Podcast Top 10% podcast in the world! Personal finance expert helping you make and keep more of your money. ❌ Are you looking to get out of debt? ❌ Get rid of money stress? ❌ Build a good side business? Minnect with me and we’ll talk all about how to do that!
Vimal Madhani Masters In Tax EA and Business Professional
Vimal Madhani Masters In Tax EA and Business Professional
5
25 consultations
Credentials: IRS Enrolled Agent and Masters In Tax. Income Tax expert with 22 years experience, passed the IRS Enrolled Agent Designation and a licensed life insurance broker for the past 11 years. Main disciplines are in small business owners, start ups, and real estate tax clients . I also advise on many domestic and few international tax questions. I can advise for Limited Liability Companies, S corps, C Corps, Rental Real Estate and Tax strategy, as well as tax efficient strategies.
Credentials: IRS Enrolled Agent and Masters In Tax. Income Tax expert with 22 years experience, passed the IRS Enrolled Agent Designation and a licensed life insurance broker for the past 11 years. Main disciplines are in small business owners, start ups, and real estate tax clients . I also advise on many domestic and few international tax questions. I can advise for Limited Liability Companies, S corps, C Corps, Rental Real Estate and Tax strategy, as well as tax efficient strategies.
Zach BrownVerify icon
Zach Brown
5
23 consultations
Founding Partner of New Reign Capital. Serial Entrepreneur & Visionary in the commercial insurance industry.
Founding Partner of New Reign Capital. Serial Entrepreneur & Visionary in the commercial insurance industry.
Maral KeshishianVerify icon
Maral Keshishian
5
22 consultations
I have worked directly with and been mentored by Patrick Bet-David for over 13 years. I helped take his insurance financial services startup from less than 10 employees to over 100 employees. From a few hundred agents to over 50,000 agents across the country. Created systems, infrastructure, payroll systems, employee benefits programs to operational efficiencies. Was part of the core team in developing our proprietary agency management system. From concept, business rules, UI/UX, etc. Led finance division for all payroll and responsible for the processing of a few hundred million dollars of commission. In private high level negotiation rooms with leading Fortune 500 companies in the insurance industry. Planned, negotiated, sourced, produced and executed events and incentives ranging from 50 to 15,000 people over the last 13 years. Hosted events at the MGM Grand Garden Arena and many prestigious venues both domestic and international. Honored to be recognized as the youngest female president of an insurance company of this size and caliber. I am passionate about helping other women achieve success. Share how I balance being a wife, a mother to my two young boys, being an intrapreneur, and an executive leading a team. You can have it all.. I look forward to providing you and your business with valuable insight in various aspects.
I have worked directly with and been mentored by Patrick Bet-David for over 13 years. I helped take his insurance financial services startup from less than 10 employees to over 100 employees. From a few hundred agents to over 50,000 agents across the country. Created systems, infrastructure, payroll systems, employee benefits programs to operational efficiencies. Was part of the core team in developing our proprietary agency management system. From concept, business rules, UI/UX, etc. Led finance division for all payroll and responsible for the processing of a few hundred million dollars of commission. In private high level negotiation rooms with leading Fortune 500 companies in the insurance industry. Planned, negotiated, sourced, produced and executed events and incentives ranging from 50 to 15,000 people over the last 13 years. Hosted events at the MGM Grand Garden Arena and many prestigious venues both domestic and international. Honored to be recognized as the youngest female president of an insurance company of this size and caliber. I am passionate about helping other women achieve success. Share how I balance being a wife, a mother to my two young boys, being an intrapreneur, and an executive leading a team. You can have it all.. I look forward to providing you and your business with valuable insight in various aspects.