#144 - Roadie. Atlantic Crossing. RIA Founder: The Shane Mason Story
Want a founder story that includes spreadsheets, a stint as a roadie, an Atlantic crossing, and a will-signing party that packed the room? Meet Shane Mason of Brooklyn FI — a CPA/CFP who went from Big Four tax to touring life, then teamed up with AJ to build a 20-person advisory firm rooted in transparency, productized service, and genuine hospitality.
We dig into the early days: running a tax practice out of a bar booth, pricing low to get at-bats, and taking weekend prospect meetings to sharpen the offer. Shane explains why he and AJ decided from day one to build an enterprise rather than a…
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