Feb 12 2025 55 mins 3
Philip is the Founder of Humans and Money. He and Clayton discuss the concept of quantifying the qualitative aspects of financial advice, such as client emotional states and motivations, in order to better demonstrate the value of financial planning and improve client outcomes.
Philip Courtenay LinkedIn: https://www.linkedin.com/in/philipcourtenay
Humans and Money Website: https://humansandmoney.com/
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