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Dr. Murtha has been working with financial advisors for more than 8 years. He began his career at the New York-based consulting firm of RHR International Company, where he assessed and developed senior executives and pioneered a specialty in the emerging field of behavioral finance. In 2002, he co-founded MarketPsych LLC, where he has specialized in helping FAs apply behavioral finance to build better relationships, gain referrals and increase assets under management. \nHe holds a doctorate in Counseling Psychology from The University at Buffalo and has taught at UB, Penn State and New York University. A recognized gambling expert, his groundbreaking dissertation was the first to explore the effect of cognitive errors in gambling behavior. He is known for his ability to take weighty academic concepts and communicate them in a down to earth, practical, and humorous way.\nAn investing psychology content expert, Dr. Murtha has been interviewed by numerous news and print media and has been featured multiple times on National Public Radio, CNBC and World Business Review with Alexander Haig. He works as a consultant, speaker, and writer based out of New York City. His new book, MarketPsych: How to Overcome Fear and Build Your Investor Identity was recently honored by Kiplinger’s Personal Finance as one of “Three Best Financial Books of 2010”. \n

Head of Client Services, T. Rowe Price Retirement Plan Services, Inc.

Advisors are now helping clients think about living to 100 and beyond.

Fran is co-founder of AUM Partners, a boutique consulting firm that works exclusively with investment organizations to develop leaders at every level.  She is an Independent Corporate Director for publicly traded Diamond Hill Investments and Chair of their Compensation Committee.  She has her MBA from the University of Illinois – Chicago and is co-author of the book, “High Performing Investment Teams”.\nFran has more than 25 years of leadership and consulting experience in the financial services industry and understands the unique challenges investment and advisory firms face to develop leaders at all levels and retain top performers.  She specializes in assessing individuals, teams and firms using tools she has customized for financial services professionals, then using those findings for targeted training, succession planning and “hiring for fit”.