Join us on this episode as AJ Ayers, CEO of Brooklyn FI, shares the story of transforming a vision into a successful financial planning firm. Starting with Spotify's IPO in 2018, AJ discusses how they navigated the tech IPO trend and adjusted their strategy post-pandemic. We'll explore Brooklyn FI's growth, their move beyond the solo practitioner model, and how they've made a name for themselves nationally while staying connected to the New York tech community.

AJ offers insights into Brooklyn FI's early days, their journey to becoming a key player in financial planning, and the challenges of scaling up. She also talks about the importance of strategic partnerships and decisions in the competitive finance startup space.

As the episode winds down, AJ talks about her golfing escapades that serve as an oasis from the demands of financial advisory. We dive into the art of branding in finance, stressing the importance of authenticity to create a brand that resonates deeply with clients.


AJ's Social:

https://www.linkedin.com/in/ajayers/

X: @aallyjane



Music in this episode was obtained from bensound.