Your Profitable Law Firm
Investor Behavior Beats Knowledge...How Jonathan Blau Helps Professionals Stay the Course Kelley Brubaker welcomes Jonathan Blau, founder and CEO of Fusion Family Wealth, a Long Island-based fee-only RIA now overseeing about $1.5 billion, to discuss why investor behavior drives outcomes far more than intellect. Blau explains how fear, greed, regret, and overconfidence lead investors of all backgrounds to repeat the same mistakes, using examples from the 2008 crisis and dot-com era, and argues that volatility is temporary while inflation permanently erodes purchasing power. He challenges the belief that bonds and cash are “safe,” describes how his firm focuses on diagnosing behavioral issues rather than portfolio issues, and outlines onboarding “lifeboat drills” that prepare clients for routine drawdowns and bear markets. Connect with Jonathan: Website: www.FusionFamilyWealth.com [http://www.fusionfamilywealth.com] LinkedIn: www.linkedin.com/in/jonathanblau1 [http://www.linkedin.com/in/jonathanblau1] Sign up for my free 90-day challenge designed to improve your law firm with one baby step every day for 90 days: https://www.profitscalethrive.com/profitstrong-90 [https://www.profitscalethrive.com/profitstrong-90] Do you receive my newsletter? Sign up and enjoy access to free templates and checklists that support each podcast episode. Only those who are on the newsletter distribution list will receive this bonus content. Sign up now: https://www.profitscalethrive.com/newsletter-sign-up [https://www.profitscalethrive.com/newsletter-sign-up] 📖 Grab my newest book for free (PDF format) here: https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes [https://www.profitscalethrive.com/plugging-the-leaks-10-ways-lawyers-waste-money-and-simple-fixes] OR buy the Kindle or paperback format here: https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P [https://www.amazon.com/Plugging-Leaks-Lawyers-Waste-Simple-ebook/dp/B0FHGCPB6P] 🫠 Are you stuck in your law firm? Click here to check out the details about the Your Profitable Law Firm Community today ➝ The first month is FREE (and no credit card required!). Click To Learn More: https://www.profitscalethrive.com/your-profitable-law-firm [https://www.profitscalethrive.com/your-profitable-law-firm] 🙌 Check out my free resources here ➝ Resources: https://www.profitscalethrive.com/link-in-bio [https://www.profitscalethrive.com/link-in-bio] 🎯 Curious to learn how I can help you achieve overflowing profits 💰 scaled growth 🌱 & thriving lives 😎? Schedule a meeting with me by clicking here ➝ Click To Schedule: https://www.profitscalethrive.com/contact [https://www.profitscalethrive.com/contact] 🗣️ Continue the discussion on social! LinkedIn https://www.linkedin.com/in/kelleybrubaker/ [https://www.linkedin.com/in/kelleybrubaker/] YouTube https://www.youtube.com/@profit.scale.thrive [https://www.youtube.com/@profit.scale.thrive] #attorney #lawyer #profit #scale #thrive #howtogrowalawfirm #CPA #CFO #FractionalCFO #LawFirm #fyp #spotifypodcast #applepodcasts #googlepodcasts #podcast #LawFirmGrowth #LawFirmProfits
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