Financial Advisor Success podcast! My guest on today’s podcast is Shane Mason. Shane is the co-founder of Brooklyn FI, a fee-only RIA that Shane and his partner, AJ, founded in 2018 in Brooklyn, NY (but has since shifted to being fully virtual), that serves 159 next-generation clients charging a monthly subscription fee of almost $500 per month for their ongoing financial planning services. What’s unique about Shane, though, is how he and his partner have intentionally built their advisory business in the style of a tech startup, acting as de facto product managers within their advisory firm … where their financial advice service offering