Wealthy Way

Ryan Pineda and Brian Davila sit down with Dylan Cane to break down how he went from professional basketball to becoming a top life insurance producer, building a 120-agent team, and using an athlete’s mindset to scale his business.⁣
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Connect with Dylan - ⁣
https://www.instagram.com/theinsuranceathlete/⁣
https://www.youtube.com/@theinsuranceathlete⁣
https://crane-financial.com/learn-more⁣
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If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.com⁣
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Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣
⁣
Want to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.com⁣
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If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣
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Tired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.com⁣
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Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣
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Chapters: ⁣
00:00 - Close Rate & Early Results⁣
01:50 - Why He Chose Life Insurance⁣
09:00 - Scaling, Team & Lead Costs⁣
15:01 - M19 Golf Mastermind⁣
15:25 - Sales Tactics & Lead Strategy⁣
23:31 - Getting Started in Insurance⁣
30:02 - Mastering Cold Calls⁣
31:48 - Agency & Training⁣
36:48 - Products & Scaling⁣
45:03 - What Makes a Top Agent⁣
46:16 - Marketing Partnership⁣
47:01 - Sales, Routine & Athlete Mindset⁣
1:00:05 - His Athletic Background⁣
1:01:56 - Mindset & Entrepreneurship⁣
1:08:41 - Pro Sports, Corruption & Betting

Why do 80% of businesses on the market fail to sell? In this deep-dive episode, our guest entrepreneurs break down the fundamental mindsets and mechanics required to build a company designed for a lucrative exit. Learn why vanity metrics like high revenue can be misleading, how creating recurring revenue models dramatically multiplies business valuation, and why stepping away from the daily grind makes your business far more attractive to potential buyers.

Ryan Pineda and Brian Davila sit down with fractional CFO Shelby Ashley to break down why profitable businesses can still struggle with cash flow and the financial systems owners need to better manage, forecast, and scale their money.⁣
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Connect with Ashley - ⁣
https://optimizedfinancialsolutions.com/⁣
https://www.linkedin.com/in/shelby-ashley-mba-a72903b9/⁣
shelby@shelbyoptimizedsolutions.com⁣
__________⁣
If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.com⁣
⁣
Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣
⁣
Want to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.com⁣
⁣
If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣
⁣
Tired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.com⁣
⁣
Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣
__________⁣
Chapters: ⁣
00:00 - Cash vs. P&L⁣
01:05 - Where Cash Gets Tied Up⁣
06:44 - Real Estate Cash Flow & Owner Pay⁣
15:01 - Partnership Opportunity⁣
15:35 - Owner Pay & Cash Reserves⁣
20:22 - Fractional CFOs & Forecasting⁣
30:03 - Success & Profitability⁣
32:37 - Valuations & EBITDA⁣
36:50 - Bookkeeping & Forecasting⁣
45:05 - E-Commerce Cash Flow⁣
48:59 - Payment Terms & Billing⁣
56:16 - Prepaid Revenue Strategy⁣
1:00:23 - Gift Card Accounting⁣
1:01:56 - Intercompany Loans & Draws⁣
1:07:34 - Marketing & Scaling Ads⁣
1:15:10 - Expenses & Break-Even⁣
1:16:51 - Business Expenses & Marketing⁣
1:18:42 - CFOs & Scaling⁣
1:30:11 - Paying for Expert Help⁣
1:30:53 - Domains & Mastermind Talk

Ryan Pineda and Brian Davila sit down with Rhyan and Chantel Finch to break down how entrepreneurs can build, scale, and sell valuable businesses, from creating recurring revenue and reducing owner dependence to finding the right buyers and maximizing an exit.⁣
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Connect with Rhyan and Chantel - ⁣
https://canzell.com/⁣
https://joincanzell.com/⁣
https://chantelray.com/books⁣
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__________⁣
If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.com⁣
⁣
Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣
⁣
Want to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.com⁣
⁣
If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣
⁣
Tired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.com⁣
⁣
Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣
__________⁣
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Chapters:⁣
00:00 - Business vs Real Estate⁣
00:50 - Building, Scaling & Selling⁣
09:49 - Business Brokering & Sellability⁣
15:01 - Recurring Revenue & Multiples⁣
17:44 - Delegation & the Vacation Test⁣
22:00 - Scaling, Partnerships & Roles⁣
30:02 - Exit Timing & AI⁣
31:19 - Right vs Wrong Exits⁣
35:47 - Faith, Challenges & Future Plans⁣
45:05 - Deciding to Exit⁣
47:00 - Integrity Over Bigger Offers⁣
49:35 - Strategic Buyers & Multiples⁣
1:00:07 - Selling at the Peak⁣
1:01:24 - AI & Delegation⁣
1:07:49 - Buying Businesses & Brokering⁣
1:15:07 - Advice for Entrepreneurs⁣
1:16:58 - Why You Need Multiple Offers⁣
1:18:31 - Resources & Closing

Explore how asset segregation, initial strategies, and land trusts make real estate holdings virtually uncollectible for litigators. This segment dives into handling default judgments, corporate veil piercing, and passing real estate and business assets seamlessly down to the next generation without going through probate.