Organizational analysis, consulting, and training exclusively for financial services companies

Staff Development | Organizational Development | Profitability | Revenue Growth | Over 3 Decades of Experience

Focus on Financial Services

Since 1975 we have been helping financial service organizations meet their needs and overcome their challenges. Others will tell you that a business is a business; that it doesn’t matter if you are offering electronics, software, widgets or financial services. We know that’s simply NOT the case. Our sole focus in consulting and sales and service training is financial services organizations. Many know us through TRUSTCOMPARE® and its suite of benchmarking tools that provide clients with critical benchmarking data for planning and productivity improvement, or through our most recent evolutionary addition, Wealth Management Compliance Alliance.

Our Expertise Includes

Learn More About Our Reports & Insights

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Whether you’re a seasoned recruiter looking to fine-tune your strategies or a firm eager to establish itself as an employer of choice, the insights within this eBook will guide you through the intricacies of finding and retaining top financial advisors. Using these actionable strategies will help you successfully tackle evolving talent acquisition challenges and attract new hires who will actively contribute to your firm’s growth.

Staff & Team Development

  • Recruiting Service
  • Reference Checking
  • Personality Profiling
  • Job Description Design
  • Position Pricing, Compcompare™
  • Pay for Performance Plan Design
  • Developing Career Paths

Organizational Development

ORGANIZATIONAL DEVELOPMENT

  • Brokerage and Trust Integration
  • Developing a Private Banking Function
  • Due Diligence
  • Strategic Planning Facilitation
  • Business Planning Development
  • Line of Business Divestiture

WEALTH MANAGEMENT

  • Trust Fee Projects
  • Valuation of Financial Assets
  • Bank Owned RIA

Trust Compliance & Benchmarking

  • Trust Benchmarking & Industry Data
  • Trust Compliance
  • Fiduciary Risk Management
  • Trust Operations Consulting Services

Investment Advisors (RIAs)

  • Transforming to a Growth Oriented Organization
  • Staff & Team Development
  • Organizational Change
  • Mergers & Acquisitions
  • Streamlining Processes and Workflows
  • Evaluation Risk & Compliance

Experience That Matters

We’ve been helping financial services companies with revenue growth and profitability for over three decades. Our organization serves clients throughout
North America through on-site coaching/consulting and our popular sales workshop. Please look around at the areas that are of interest to you. Learn how we can help you.

Did You Know?

TRUSTCOMPARE® is a division of Pohl Consulting and Training, Inc. – providing 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.

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