Episode 249FACULTY: Shane Mason, CPA/CFPCLASS: #ShoperationsJoin 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)(<a href="https://youtu.be/Pkn_JPfwl0k" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/Pkn_JPfwl0k</a>)083 Tallyfor Product Review (feat. Shane Mason, Megan Justice, and Nikole Mackenzie )(<a href="https://youtu.be/xd2Zn9u1mRI" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/xd2Zn9u1mRI</a>)Chapters:00:00 Teaser00:28 Welcome Back Shane and BrooklynFI09:59 Team Structure and Remote Work13:04 Client Services and Financial Planning22:28 The Liquidity Event Podcast25:36 New Ventures: Gemify Software34:50 BrooklynFI's Continued Success35:30 Marketing Strategies and Partnerships40:26 Investment Strategies and Market Insights46:41 Final Thoughts and Advice🔗 Connect With Us On LinkedIn! 🔗Shane Mason, CPA/CFP📎<a href="https://www.linkedin.com/in/shanemasoncpacfp/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/shanemasoncpacfp/</a>Brooklyn FI📎<a href="https://www.linkedin.com/company/brooklyn-fi/posts/?feedView=all" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/brooklyn-fi/posts/?feedView=all</a>📎<a href="https://www.brooklynfi.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.brooklynfi.com/</a>Gemifi📎<a href="https://www.gemifi.co/" rel="ugc noopener noreferrer" target="_blank"> https://www.gemifi.co/</a>The Liquidity Event Podcast📎<a href="https://www.brooklynfi.com/podcast" rel="ugc noopener noreferrer" target="_blank"> https://www.brooklynfi.com/podcast</a>AJ’s Substack: Money Changes Everything📎<a href="https://substack.com/@moneychangeseverything" rel="ugc noopener noreferrer" target="_blank"> https://substack.com/@moneychangeseverything</a>Scotty OKR Scarano📎<a href="https://www.linkedin.com/in/scottscarano/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/scottscarano/</a>Accounting High📎<a href="https://www.linkedin.com/company/accounting-high/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/accounting-high/</a>📎<a href="https://www.accountinghigh.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.accountinghigh.com/</a>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

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249 Throw Your Phone in the Ocean and Follow the Money (feat. Shane Mason, CPA/CFP)

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