Philip Courtenay's guest appearances

Philip Courtenay

Marketing and Finance (MAF) Podcast

Maven Money Personal Finance Podcast

Goals Based Advice Podcast

Daniel Crosby

Catherine Morgan

Alan Smith

Michelle Hoskin

Phil Billingham

Ramin Nakisa

Robin Powell

Lars Kroijer

Pete Matthew

Iona Bain

Russ Roberts

Theodore Roosevelt

Jack Bogle

Ryan Hanley

Dan Egan

OwlTail

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by Philip Courtenay in a discussion around the emotional aspects of finance.   Quick Preview of the Podcast:    The emotions that drive our behaviours Keeping your biases and emotions in check  Business branding with finite resources "Irrational" misconceptions    Links:  Humans Under Management   Andy Hart   Leave a review!     Don't forget to check out the Maven Adviser website for more great content.   So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier personal finance show.   Is there a topic you’d like Andy to cover? We’d love to hear from you! Contact Andy Hart directly with any comments / feedback on team@mavenadviser.com. Alternatively you can reach out on Twitter @MavenAdviser. 

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by Philip Courtenay in a discussion around the emotional aspects of finance. Quick Preview of the Podcast: <ul> <li>The emotions that drive our behaviours</li> <li>Keeping your biases and emotions in check </li> <li>Business branding with finite resources</li> <li>"Irrational" misconceptions</li> </ul> Links: <a href="https://humansundermanagement.com/" rel="nofollow" target="_blank">Humans Under Management</a> <a href="https://www.andyhart.co/" rel="nofollow" target="_blank">Andy Hart</a> <a href="http://mavenadviser.com/review" rel="nofollow" target="_blank">Leave a review!</a> Don't forget to check out the <a href="http://mavenadviser.com/" rel="nofollow" target="_blank">Maven Adviser website</a> for more great content. So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier personal finance show. Is there a topic you’d like Andy to cover? We’d love to hear from you! Contact Andy Hart directly with any comments / feedback on <a href="mailto:team@mavenadviser.com">team@mavenadviser.com</a>. Alternatively you can reach out on Twitter @MavenAdviser.

184 - Philip Courtenay - Applied Emotional Finance

Behavioural finance is an area of study that has piqued the interest of financial advisers increasingly over the years. With a multitude of courses, books, outlets to learn more about the topic, it is easy to get lost in the science and lose sight of how to actually apply the concepts to the adviser-client relationship. In this episode, we speak to Philip Courtenay, the founder of Applied Emotional Finance, a UK based business which helps advisers understand and connect better with their clients by understanding the emotional drivers that guide financial decisions. We discuss financial adviser anxiety, identifying gaps in communication, measuring value and the behavioural differences among investors.   This episode is all about looking beyond the expectations of what an adviser's role is, and opening minds to understanding clients on a deeper level, helping to further build trust and improve communication within the adviser-client relationship. We got some great tips from Philip, as well as a couple of quick activities you can use with your clients.  Resources: To reach out to Philip Courtenay, please contact him via his website. What You'll Learn From This Episode:  How to measure the intangible value advice provides The behavioural differences between everyday and sophisticated investors What is financial adviser anxiety? How co-creation of a plan gives client’s the feeling of control  The different roles advisers need to switch between  How do clients measure value provided by their adviser? How the medical pain scale can be incorporated into the advice process How to identify gaps in your communications with clients  Can robo advice facilitate investor trust? How to incorporate the rational brain and emotional brain in client meetings  About Our Guest: Philip Courtenay is the founder of Applied Emotional Intelligence, a UK-based business which helps firms and advisers understand the emotional drivers behind their client’s financial decisions and make deeper connections. Philip is passionate about inquisitive thinking, questioning everything, and helping others understand how clients and prospects think, act, and behave. Philip is great at facilitating client relationships based on mutual trust and understanding. For more conversations with the thinkers and movers in the world of financial advice, go to  Goals-Based Advice Podcast. You can also access more episodes on  Apple Podcasts and Spotify. For updates, follow our Facebook page.  If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com Thanks for tuning in!

Behavioural finance is an area of study that has piqued the interest of financial advisers increasingly over the years. With a multitude of courses, books, outlets to learn more about the topic, it is easy to get lost in the science and lose sight of how to actually apply the concepts to the adviser-client relationship. In this episode, we speak to Philip Courtenay, the founder of Applied Emotional Finance, a UK based business which helps advisers understand and connect better with their clients by understanding the emotional drivers that guide financial decisions. We discuss financial adviser anxiety, identifying gaps in communication, measuring value and the behavioural differences among investors.   This episode is all about looking beyond the expectations of what an adviser's role is, and opening minds to understanding clients on a deeper level, helping to further build trust and improve communication within the adviser-client relationship. We got some great tips from Philip, as well as a couple of quick activities you can use with your clients.  Resources: To reach out to Philip Courtenay, please contact him via his <a href="https://www.appliedef.com/" rel="nofollow" target="_blank">website</a>. What You'll Learn From This Episode: <ul> <li>How to measure the intangible value advice provides</li> <li>The behavioural differences between everyday and sophisticated investors</li> <li>What is financial adviser anxiety?</li> <li>How co-creation of a plan gives client’s the feeling of control </li> <li>The different roles advisers need to switch between </li> <li>How do clients measure value provided by their adviser?</li> <li>How the medical pain scale can be incorporated into the advice process</li> <li>How to identify gaps in your communications with clients </li> <li>Can robo advice facilitate investor trust?</li> <li>How to incorporate the rational brain and emotional brain in client meetings</li> </ul> About Our Guest: Philip Courtenay is the founder of Applied Emotional Intelligence, a UK-based business which helps firms and advisers understand the emotional drivers behind their client’s financial decisions and make deeper connections. Philip is passionate about inquisitive thinking, questioning everything, and helping others understand how clients and prospects think, act, and behave. Philip is great at facilitating client relationships based on mutual trust and understanding. For more conversations with the thinkers and movers in the world of financial advice, go to <a href="https://www.adviceintelligence.com/gbapodcast" rel="nofollow" target="_blank"> Goals-Based Advice Podcast</a>. You can also access more episodes on <a href="https://podcasts.apple.com/au/podcast/the-goals-based-advice-podcast/id1436931275" rel="nofollow" target="_blank"> Apple Podcasts</a> and <a href="https://open.spotify.com/show/0InGUboYuJZCumBnw4pMr2" rel="nofollow" target="_blank">Spotify</a>. For updates, follow our <a href="https://www.facebook.com/goalsbasedadvice/" rel="nofollow" target="_blank">Facebook page</a>.  If you have more questions, don't forget to reach out to me on <a href="https://www.linkedin.com/in/adviceintelligence/" rel="nofollow" target="_blank">LinkedIn</a> and to send an email at jacqui@adviceintelligence.com Thanks for tuning in!

How Behavioural Finance and Goals-Based Advice Cross Over, with Philip Courtenay

Philip Courtenay on behavioural and emotional finance - MAF252My guest this week is Philip Courtenay, the founder of Applied Emotional Finance.We chat about behavioural and emotional factors and how they affect financial advice.Welcome to episode 252 of the Marketing and Finance Podcast.We chat about:Moving from a career in marketing strategy to starting a consultancy around behavioural and emotional financeFinancial coaching, lifestyle planning and traditional financial advice.Rational and irrational, subconscious and emotional decisions, and what drives themGoing beyond the regulatory prescription for financial advice and deeply understanding client needs.Why financial advice is all about change and why advisers are change agentsOvercoming the perception that this science is all about nudging and manipulationWho is Philip Courtenay?Philip has held senior marketing and strategy roles within the wealth management industry, as well as acting as a consultant and trainer. He runs Applied Emotional Finance where he combines the latest academic thinking and industry expertise to help financial services firms understand investor behaviour and put this knowledge into practice through adviser training and strategic consultancy. Links and Show Notes.For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF for the show notes.What is the Marketing and Finance (MAF) Podcast?The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy. The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Spotify.Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!We talk about:How you can grow your business using content marketing and social mediaHow you can keep your Marketing strategy and communications simpleTopics, issues, products and business models from the world of financeYou’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business.Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunesFancy Appearing on the Show?Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Philip Courtenay on behavioural and emotional finance - MAF252My guest this week is Philip Courtenay, the founder of Applied Emotional Finance.We chat about behavioural and emotional factors and how they affect financial advice.Welcome to episode 252 of the Marketing and Finance Podcast.We chat about:<ul><li>Moving from a career in marketing strategy to starting a consultancy around behavioural and emotional finance</li><li>Financial coaching, lifestyle planning and traditional financial advice.</li><li>Rational and irrational, subconscious and emotional decisions, and what drives them</li><li>Going beyond the regulatory prescription for financial advice and deeply understanding client needs.</li><li>Why financial advice is all about change and why advisers are change agents</li><li>Overcoming the perception that this science is all about nudging and manipulation</li></ul>Who is Philip Courtenay?Philip has held senior marketing and strategy roles within the wealth management industry, as well as acting as a consultant and trainer. He runs Applied Emotional Finance where he combines the latest academic thinking and industry expertise to help financial services firms understand investor behaviour and put this knowledge into practice through adviser training and strategic consultancy. Links and Show Notes.For links to the books and apps mentioned, please visit <a href="http://rogeredwards.co.uk/MAF" rel="noopener noreferrer nofollow" target="_blank">http://rogeredwards.co.uk/MAF</a> for the show notes.What is the Marketing and Finance (MAF) Podcast?The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy. The MAF Podcast is a 30-minute radio show you download from <a href="http://rogeredwards.co.uk/MAF" rel="noopener noreferrer nofollow" target="_blank">http://rogeredwards.co.uk/MAF</a>, iTunes or Spotify.Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!We talk about:<ul><li>How you can grow your business using content marketing and social media</li><li>How you can keep your Marketing strategy and communications simple</li><li>Topics, issues, products and business models from the world of finance</li></ul>You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business.Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. <a href="http://rogeredwards.co.uk/itunes" rel="noopener noreferrer nofollow" target="_blank">http://rogeredwards.co.uk/itunes</a>Fancy Appearing on the Show?Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. <a href="http://rogeredwards.co.uk/" rel="noopener noreferrer nofollow" target="_blank">http://rogeredwards.co.uk</a>

Philip Courtenay on behavioural and emotional finance - MAF252