Financial Advisors
Frank Murtha PhD

Trading Desks & Active Traders
Richard Friesen

Dr. Richard Peterson consults with financial institutions in the banking, wealth advisory, and portfolio management industries with the aim of increasing client retention and asset gathering or improving investment performance.

Dr. Peterson helps client firms, wealth advisors, portfolio managers, and wholesalers leverage the latest behavioral finance, neuroeconomics, and psychological research to improve their profitability.

While we offer interactive training programs with extensive case studies, we go beyond education, believing that clients must see a tangible change in their performance, satisfaction, and profitability.

We have deliverable products that can be adapted for our partners use including MarketPsych's proprietary psychological testing platform, which serves as a back-end for providing holistic life planning and wealth management and a foundation for improving investment performance.

We achieve phenomenal group results using sound scientific principles to drive and measure our results.

Dr. Peterson has delivered trainings and consulting worldwide, with a specific focus on North American and Asian markets.

RPeterson@MarketPsych.com
(310) 573-8523

Since 2002, Dr. Frank Murtha has specialized in helping financial advisors build stronger relationships, retain clients, gain referrals and secure more money under management with his workshops, presentations, keynote addresses and individual coaching.

The business has changed dramatically in the last 20 years from transaction-oriented stock pickers who bought and sold on behalf of their clients, to an “expert-model” in which professionals provide advice and recommendations based on client goals.

But the field is still changing. The barriers to self-management of wealth are lower than ever before. Transaction fees are nominal and the general public has access to the same information as professionals. Do you know how to avoid commoditization, deliver value and stand out?

Today’s professionals provide more personalized financial services in the form of financial counseling based on a deeper understanding of who their clients are and what they need. Successful financial advisors are spending less time managing their client’s money and more productive time managing clients themselves - their emotions, their expectations and the relationship.

Financial advising is an evolving world that demands an evolving skill set. Dr. Murtha coaches those who recognize the need to expand their opportunities and change with this evolving profession.

FMurtha@MarketPsych.com
(917) 974-7503

Richard Friesen works with trading desks and active traders who want to improve their mental skills to make consistent profits.

How do you get from here to there? How do you apply what you have read into action in the heat of a critical moment?

Commercial pilots use simulators to put themselves under the same stress while in an emergency. Combat training uses live fire drills. I use Mind Muscles™.

Mind Muscles™ eliminates the mind traps and false beliefs that sabotage your skills and market savvy. Working together, we clarify your unique market edge and sync it with your trading strategy. Then we build positive responses to market patterns with new Mind Muscles™ created through simulated experiences and built on incremental and positive learning steps.

All of this is recorded in your own progress log. [view sample]

Mind Muscles™ is an improvement on open ended coaching because we begin with specific agreements about what needs to be done. Then we craft specific exercises for each task and provide clear graphical feed back on your progress. Most importantly, you experience success under the same conditions you encounter in real market situations. That is what I call "building new effective Mind Muscles™."