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
- Organizational analysis on profitability
- Operating systems and efficiencies, including personnel assessment
- Selection and placement
- Management development
- Sales and service culture implementation including the training that supports these culture initiatives
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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.