Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

Behind The Advisor

We’re excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a check-in on their growth trajectory since we last spoke with them on episode #221. Brooklyn FI now has 10 fully remote employees, serves over 200 client households, and is pushing the two million dollar mark in revenue.

On the show today, we discuss what that growth has been like—from identifying great new talent for their team to handling the crazy demands of this year’s tax season. They talk about why hiring an operations teammate was vital for their scalability and how their fee calculator helps with transparency. Shane and AJ share their take on their impact, why they got into this business, and how they’ve managed to keep up with the demands of their growing firm. You can sense their authenticity and their passion for what they do in this interview, and it’s hard not to want to be part of their superstar team.

If you’re looking for some advice about growing and scaling your business, then this episode is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/310