Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning. You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/221" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/221</a>

Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/221

Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning. You can find show notes and more information by clicking here:&nbsp;<a href="https://www.xyplanningnetwork.com/221" rel="noopener noreferrer">https://www.xyplanningnetwork.com/221</a>

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.

Share Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Sign up to save your podcasts

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

More shows like Behind The Advisor

Investing Insights

The Retirement and IRA Show

Stay Wealthy Retirement Podcast

Animal Spirits Podcast

The Perfect RIA

Bogleheads On Investing Podcast

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Elementality for Financial Advisors | Elements Financial Vitals System™

New Planner Podcast

Retirement Tax Services Podcast

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Advisor Journey

Advisor Marketing Made Simple