Philip Courtenay
Researcher on drivers of financial advice seeking and industry behavior change advocate.
Best podcasts with Philip Courtenay
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27 snips
Mar 21, 2024 • 47min
Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices
Researcher Philip Courtenay discusses drivers of financial advice seeking, reducing economic and emotional barriers. He shares insights on advisor behavior change mistakes and the SHAPE framework. The podcast explores effective referral strategies, client anxiety types, and demonstrating value in the financial advisory world.
