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Behavioral Coaching at Scale: The Fusion Family Wealth Approach
Автор: Milemarker
Загружено: 2025-06-05
Просмотров: 1471
Описание:
Can a lean team manage over $1.5 billion in assets while delivering deeply personal advice? Jonathan Blau, President and CEO of Fusion Family Wealth, says yes — and shares how.
In this episode of The Connected Advisor, we explore:
How behavioral finance is a daily practice, not a one-time conversation
Why AI tools help advisors scale, not replace them
The secret behind managing 375+ families with just 8–9 team members
Jonathan's passion for philanthropy and work with Sunrise Day Camp
📺 Watch now to learn how modern advisors are scaling smarter — not just bigger.
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