Founded in 1975 and acquired in 2000 by Pohl Consulting and Training, Inc., the firm offers organizational analysis (on profitability, operating efficiencies and personnel) exclusively to financial services companies.
Though all of our experience, services and methodologies would be too detailed to list here, we do have a major concentration in the following areas:
- Written report analysis at an organizational, divisional or departmental level
- Sales management
- Business and strategic marketing plan design
- Human Resources consulting / outsourcing
- Executive Recruiting
- Integration of Brokerage and Trust
- Sales culture development
- Personal coaching
- Profitability review and strategizing
- Marketing consulting / outsourcing
- Due Diligence for acquisitions
- Compensation system design
Financial services companies throughout North America have found that our special expertise in trust / brokerage services and consumer / commercial lending has given them the valuable methodology they needed for selling efficiency and internal corporate communication.
Thousands of officers have also developed sales and management expertise through our sales training workshops. All of our dozens of classes can be tailored for you on-site. We also hold open-registration workshops of our most popular classes in the Chicago area each year.
With 150 years of combined experience in the financial services industry among our Executive Management staff, Robert H. Franke & Associates has been helping clients build profit-oriented, client-responsive sales organizations for almost thirty years. This experience makes us uniquely qualified to help you (start or continue) on the road to success in this competitive environment.
Our objective is to develop long-term relationships and provide quality ongoing service to our clients. Together, we build the type of customer-oriented, excellence-driven teams that will be the ultimate winners.
We know financial services; we know sales and sales management. That is what makes us uniquely qualified to work with you and your organization.
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