MarketPsych: How to Manage Fear and Build Your Investor Identity

A financial professional's guide to the psychological side of investing

The 2008 financial crisis has changed the nature of the financial advisory business. Today, many advisors fail to acquire or retain business because they are unable to meet the emotional needs of their clients. This book trains them to understand and connect with the emotional psychology of their clients, which is the key to building healthy and lasting business relationships.

Authors Richard Peterson and Frank Murtha understand this situation, and have designed a guide that will help financial advisors learn about this important, yet mostly ignored, aspect of their work. Throughout the book, they make the theoretical practical by translating concepts into concrete tools and techniques designed specifically for financial advisors.

• Contains informative worksheets and planning tools that affect all aspects of the financial advisor's practice
• Examines how an advisor's role has evolved from a primarily transactional one to one that must provide support and guidance
• Details the emotional aspects of running an advisory business, which is crucial for all financial advisors

Financial advisors as well as investors need to fine-tune their psychological skills in order to achieve success in today's markets. This book will show you how.