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.
๐ฃ 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
โฌ๏ธ Videos Referenced โฌ๏ธ
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
๐ Connect With Us On LinkedIn! ๐
Shane Mason, CPA/CFP
๐ https://www.linkedin.com/in/shanemasoncpacfp/
Brooklyn FI
๐ https://www.linkedin.com/company/brooklyn-fi/posts/?feedView=all
๐ https://www.brooklynfi.com/
Gemifi
๐ https://www.gemifi.co/
The Liquidity Event Podcast
๐ https://www.brooklynfi.com/podcast
AJโs Substack: Money Changes Everything
๐ https://substack.com/@moneychangeseverything
Scotty OKR Scarano
๐ https://www.linkedin.com/in/scottscarano/
Accounting High
๐ https://www.linkedin.com/company/accounting-high/
๐ 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