NextGen Planners

Designing Financial Services for Humans with Phil Courtenay


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In this episode, Dan chats with Phil Courtenay from Humans and Money. 

They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning. 

Join our community: https://bit.ly/3acBedL 

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NextGen PlannersBy NextGen Planners

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