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Since 1975
Providing organizational analysis on profitability, operating efficiencies and personnel for financial services companies since 1975.
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TRUSTCOMPARE provides management information reports for evaluation of Wealth Management financial performance, growth, productivity and profitability. Subscribers' financial performance is compared to a group of peers as well as the universe of subscriber data. Learn more about this valuable tool by clicking on the logo, or visit http://www.trustcompare.com.

Pohl Consulting has been helping financial services companies with revenue growth and profitability for almost three decades. Our organization serves clients throughout North America through on-site coaching/consulting and our popular sales workshop seminars, which are designed to help you and your staff learn how to compete in today’s competitive and ever-changing financial services marketplace.

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Sales Organization Leadership Development (SOLD)
April 12-13, 2012
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Relationship Sales
May 15-18, 2012
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RETAIL ROUNDTABLE
September 27-28, 2012
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workshops/managers_forum_september.asp?PageName=Workshops
Managers' Forum
September 23-25, 2012
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