Dr Philip Courtenay
Founder
Humans & Money
Philip is a leading expert in financial consumer behaviour. With a PhD in financial decision-making and senior experience in wealth management and marketing strategy, Philip helps financial planners and fintech businesses grow by tapping into the science of money decisions.
He speaks internationally on financial behaviour and specialises in applying behavioural science to improve marketing and client experiences.
Content by Dr Philip Courtenay
Client Psychology: The Competitive Edge for Modern Advisers
Prospects procrastinate. Clients put off decisions. Many don’t see the full value of your advice. The reason isn’t logical - it’s psychological.
The Psychology of Getting Referred More
Referrals are still the single most powerful growth driver for financial planners and advisers. But relying on them often feels like waiting for lightning to strike.
