Episode 249

FACULTY: Shane Mason, CPA/CFP

CLASS: #Shoperations

Join us in this Shoperations episode as we learn from Shane Mason of Brooklyn FI and his venture into software. Shane shares insights into the company's growth, handling rapid expansion, and the importance of predicting the future over dwelling on the past. Discover how Brooklyn FI is navigating industry shifts, introducing new partners, and staying ahead with innovative solutions like Gemifi. Perfect for students and professionals eager to learn about financial planning, startup struggles, and the evolving landscape of tech-driven advisory services.

📣 Shout Outs: Brooklyn FI, Inc5000, Palantir, Siri, CDF, Spotify, John Owens, Caitlin Fastiggi, Dan Beyer, Ally Jane Ayers, Live Oak Bank, Acuity, Intuit, PWC, Apple, The Liquidity Event, Gemifi, Tallyfor, Ignition, Ryan Embre, Guy Pearson, Craft Impact, Core Weave, Webber Grills, Peter Theil, Alex Karp, Backbone Planners, Deep Work

⬇️ Videos Referenced ⬇️

051 Numbers and Love Letters (feat. Shane Mason, CPA/PFS, CFP, CPWA)

(https://youtu.be/Pkn_JPfwl0k)

083 Tallyfor Product Review (feat. Shane Mason, Megan Justice, and Nikole Mackenzie )

(https://youtu.be/xd2Zn9u1mRI)

Chapters:

00:00 Teaser

00:28 Welcome Back Shane and BrooklynFI

09:59 Team Structure and Remote Work

13:04 Client Services and Financial Planning

22:28 The Liquidity Event Podcast

25:36 New Ventures: Gemify Software

34:50 BrooklynFI's Continued Success

35:30 Marketing Strategies and Partnerships

40:26 Investment Strategies and Market Insights

46:41 Final Thoughts and Advice

🔗 Connect With Us On LinkedIn! 🔗

Shane Mason, CPA/CFP

📎 https://www.linkedin.com/in/shanemasoncpacfp/

Brooklyn FI

📎 https://www.linkedin.com/company/brooklyn-fi/posts/?feedView=all

📎 https://www.brooklynfi.com/

Gemifi

📎 https://www.gemifi.co/

The Liquidity Event Podcast

📎 https://www.brooklynfi.com/podcast

AJ’s Substack: Money Changes Everything

📎 https://substack.com/@moneychangeseverything

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Client Advisory Services, CAS, Financial Planning, Tax Planning, Tech Forward, Firm Owner