FRANK MURTHA

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DR. FRANK MURTHA specializes in helping others apply behavioral finance to build relationships, increase AUM and improve returns. He has consulted dozens of leading financial institutions and trained thousands of professionals.
…………………….♦  Keynote Speaker
…………………….♦  Expert on Investor Psychology & Behavioral Finance
…………………….♦  Coaching and Strategy for Traders & Investors

PROGRAMS

Behavioral Finance
Why is it that the investing performance of so many smart people reliably and predictably falls short? The answer is not that they know too little about the markets. In fact, they know too little about themselves. Combining the latest findings from the academic fields of behavioral finance and experimental psychology with the down-and-dirty real-world wisdom of successful investors, Dr Frank Murtha guides audiences through the psychological learning process necessary to understand their Client’s  financial goals.

In an easy and entertaining style Murtha makes complex scientific insights readily understandable and actionable, shattering a number of investing myths along the way. You will gain understanding of your clients true investing motivations, learn to avoid the unseen forces that subvert Client decisions, and build a better understanding of your investor’s identity – the foundation for long-lasting investing success.

Taking Control of Your Financial Future
Research shows that a high number of people are under-saved/invested for their financial future. But the reasons why are widely misunderstood. That research also shows that most people believe saving/investing more is important, and that they want to do it. They just have mental and behavioral habits that make it difficult.

Money is a means to end, not an end in and of itself. That’s why having a plan to translate what you earn/save into real-life circumstances is so important. You need to understand why having a goals-based financial plan keeps you on track, what goes into a successful plan, what putting it together looks like, and how to implement it in your life.

What The Audience Will Take With Them:
• Greater insights into their own financial strengths and weaknesses
• Clear “aha moments” about why it is so important to start saving and investing to secure their financial futures
• Recognition of the biggest impediments to successful investing
• Motivation to become more active planning, saving and investing – they will be excited to get going when they leave the room
• Personalized strategies and techniques to make the saving/investing process an easier, more seamless part of their lives
• A strong sense that they are in control of theirs and their loved ones’ financial destiny

 I Hear You:  A Financial Advisor’s Guide to Dealing with Challenging Clients
The hardest task for financial advisors is not managing money, it’s managing clients – especially difficult ones.  There is nothing more emotional than the relationship people have with their money and in times of increased market volatility, that emotion will bubble to the surface, sometimes resulting in the loss of assets, clients or even lawsuits.  Using insights from behavioral finance, neuro-finance and traditional psychology, this presentation highlights clients’ emotional triggers and presents practical responses FAs can take to manage difficult clients.   Audience members will leave knowing what to do and say in even the most challenging situations and take with them tools to preserve relationships and protect their businesses.

Key Takeaways:
• Understanding the psychology of difficult clients
• How to recognize the clients emotional state
• How and when to respond
• Key phrases to maximize their impact
• Personality Profiling Information
• Two techniques/tools for managing difficult clients (Strategic Emotional Communication and The Crisis Plan)
• Understanding the psychology of difficult clients
• How to recognize the clients emotional state
• How and when to respond
• Key phrases to maximize their impact
• Personality Profiling Information
• Two techniques/tools for managing difficult clients (Strategic Emotional Communication and The Crisis Plan)

 Other Topics Include:
• Neurofinance and Neuroeconomics
• Financial decision-making (money, investment, and trading psychology)
• Price patterns in the financial markets
• The neural reward system
• Investor Psychology

BIO

Dr. Murtha began his career at the New York-based consulting firm of RHR  International Company, where he developed senior executives and pioneered a specialty in the emerging field of behavioral finance. In 2001, he co-founded MarketPsych LLC, the first Behavioral Finance consulting firm in North America, where he has specialized in helping financial professionals apply behavioral finance to build better relationships, gain referrals, increase assets under management and
improve investment returns.

Over the last 20 years, Dr. Murtha has performed hundreds of speeches and workshops for many of the world’s leading financial institutions. What most distinguishes Dr. Murtha from other speakers is his ability to take the weighty scientific and academic subjects of his training and communicate them in a practical, and often humorous way. His path to the financial services industry is a non-traditional one. Dr. Murtha holds a doctorate in Counseling Psychology from The University at Buffalo and has taught at numerous colleges including Marist, Baruch, and New York University. While obtaining his Ph.D. he carved out a niche as an expert
on the psychology of gambling. His groundbreaking dissertation was the first to explore the effect of cognitive errors in gambling behavior.

An investing psychology content expert, Dr. Murtha is interviewed frequently by news and print media outlets and has been featured numerous times on National Public Radio, Nightly Business Report, CNBC and World Business Review. He works as a consultant, speaker, and writer based out of the New York City area. An award-winning author, his book, MarketPsych: How to Overcome Fear and Build Your
Investor Identity was honored by Kiplinger’s Personal Finance as one of “Three Best Financial Books of 2010”.

Understand the most elusive (yet most important) aspect
of successful investing – yourself.

Why is it that the investing performance of so many smart people reliably and predictably falls short? The answer is not that they know too little about the markets. In fact, they know too little about themselves.

Combining the latest findings from the academic fields of behavioral finance and experimental psychology with the down-and-dirty real-world wisdom of successful investors, Drs. Richard Peterson and Frank Murtha guide both new and experienced investors through the psychological learning process necessary to achieve their financial goals.

In an easy and entertaining style that masks the book’s scientific rigor, the authors make complex scientific insights readily understandable and actionable, shattering a number of investing myths along the way. You will gain understanding of your true investing motivations, learn to avoid the unseen forces that subvert your performance, and build your investor identity – the foundation for long-lasting investing success.

Replete with humorous games, insightful self-assessments, entertaining exercises, and concrete planning tools, this book goes beyond mere education. MarketPsych: How to Manage Fear and Build Your Investor Identity functions as a psychological outfitter for your unique investing journey, providing the tools, training and equipment to help you navigate the right paths, stay on them, and see your journey through to success.