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Ensombl Advice Australia

#478 Philip Courtenay

Feb 12, 2025
55:06

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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