Master Your Millions Jason DePardo: From Tech Exec to Entrepreneur: A Journey to Financial Independence
About Jason DePardo:
Jason DePardo is a seasoned Customer Success executive with over 20 years of experience in building and leading high-performing teams within high-tech companies and startups. Known for his strategic mindset and unwavering focus on customer satisfaction, he has excelled in driving excellence during periods of hyper growth. His expertise spans building and managing global customer success and service organizations, steering profitable P&L, fostering key business relationships, and championing operational excellence. With a passion for innovation and a relentless drive to deliver superior customer experiences, DePardo has established himself as a thought leader in customer engagement and retention.
Beyond his distinguished career in tech, Jason is also a savvy entrepreneur and real estate investor. He has successfully transitioned into real estate by leveraging his Infinite Banking Concept (IBC) policies to finance both personal and investment ventures. His practical experience includes orchestrating a 30-unit multi-family property syndication in Massachusetts, where he achieved an impressive 90% return on investment. Throughout his journey, Jason has underscored the importance of resilience, networking, and integrity in overcoming financial challenges, all while striving to be a role model for his children.
In this episode, your hosts, Jason and Scott, together with Jason DePardo discuss:
- Expertise in delivering mission-critical customer service
- Importance of customer satisfaction and engagement metrics
- Transitioning to entrepreneurship and generational wealth planning
- Leveraging Infinite Banking Concept (IBC) for multiple financial goals
- Resilience and network's role in overcoming business challenges
Key Takeaways:
- Jason DePardo's expertise in delivering mission-critical customer service and maintaining high satisfaction levels was instrumental to the success of the tech companies he worked for.
- The birth of Jason's children prompted him to shift his focus towards long-term financial planning and legacy building.
- Jason's deep dive into the Infinite Banking Concept revealed its multifaceted benefits, allowing him to utilize his whole life insurance policies as a source of life insurance, retirement funds, liquid assets, and a tool for passing on wealth to future generations.
- Overcoming setbacks requires a resilient mindset, a strong professional network, and a positive attitude.
- Applying business scaling expertise can drive success in real estate, as demonstrated by a project that achieved a 90% return on investment.
"If you haven't started on your IBC journey, or if you're trying to figure it out and what it all means. Just keep reading. Keep listening to podcasts like Master Your Millions… You'll really start to figure out, what can the IBC concept and program and approach do for me, and what do I need to get out of it?” — Jason DePardo
Connect with Jason DePardo:
LinkedIn: https://www.linkedin.com/in/jdepardo/
Connect with Jason and Scott:
Website: https://henderxcapital.com/masteryourmillions
X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs
Facebook: https://www.facebook.com/groups/realestateinvestorsofutah
Instagram: @henderxcapital https://www.instagram.com/henderxcapital/
@jasonihenderson https://www.instagram.com/jason.henderson/
Email: jasonchem@gmail.com, scott@henderxcapital.com