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

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Manage episode 468518322 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

šŸ“£ 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

ā¬‡ļø Videos Referenced ā¬‡ļø

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

šŸ”— Connect With Us On LinkedIn! šŸ”—

Shane Mason, CPA/CFP

šŸ“Ž https://www.linkedin.com/in/shanemasoncpacfp/

Brooklyn FI

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

šŸ“Ž https://www.brooklynfi.com/

Gemifi

šŸ“Ž https://www.gemifi.co/

The Liquidity Event Podcast

šŸ“Ž https://www.brooklynfi.com/podcast

AJ’s Substack: Money Changes Everything

šŸ“Ž https://substack.com/@moneychangeseverything

Scotty OKR Scarano

šŸ“Ž https://www.linkedin.com/in/scottscarano/

Accounting High

šŸ“Ž https://www.linkedin.com/company/accounting-high/

šŸ“Ž 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

  continue reading

316 episodes

Artwork
iconShare
 
Manage episode 468518322 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

šŸ“£ 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

ā¬‡ļø Videos Referenced ā¬‡ļø

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

šŸ”— Connect With Us On LinkedIn! šŸ”—

Shane Mason, CPA/CFP

šŸ“Ž https://www.linkedin.com/in/shanemasoncpacfp/

Brooklyn FI

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

šŸ“Ž https://www.brooklynfi.com/

Gemifi

šŸ“Ž https://www.gemifi.co/

The Liquidity Event Podcast

šŸ“Ž https://www.brooklynfi.com/podcast

AJ’s Substack: Money Changes Everything

šŸ“Ž https://substack.com/@moneychangeseverything

Scotty OKR Scarano

šŸ“Ž https://www.linkedin.com/in/scottscarano/

Accounting High

šŸ“Ž https://www.linkedin.com/company/accounting-high/

šŸ“Ž 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

  continue reading

316 episodes

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