• Name:      E. Loyd Pohl       Chief Executive Officer
  • Name: Frank Stratman EVP and Director, Executive Recruiting Division
  • Name:       Jeffrey Bell      Director of RIA and Advisory Consulting
  • Name:       Kevin Maas      President of Wealth Management
  • Name:       Eric E. Timm      Director TRUSTCOMPARE®
  • Name:       Brittany Hyde       Office Manager
  • Name:     Michael Dixon       Director of Organizational Development
  • Name:       Michael Daly       Director of Risk Management and Operations
  • Name:     Jamie Schupp      Director of Risk Management and Compliance

Jeffrey Bell, Director of RIA and Advisory Consulting

Jeff is the Director of RIA and Advisory Consulting at Pohl Consulting and Training, Inc. He partners with Independent Financial Advisors and RIAs to optimize their practice and grow their business.

Jeff has more than 25 years of experience in the financial services industry.  He has a diverse background in the industry including starting his career as a financial advisor at a national Broker Dealer, a Regional Director at two Turnkey Asset Management Platforms (TAMPs), a Senior Managing Director in Wealth Management/Trust at a bank, and as VP of Wealth Management at an RIA.

Jeff’s broad background and exposure to many different areas of the financial services industry gives him unique insights into the critical elements for a successful financial advisory firm.  In his role as a Regional Consultant, he guided Independent Financial Advisors and RIAs on how to attract high net worth clients by providing institutional investment solutions and through practice management consulting. At his next position, he assisted with the creation of a Practice Management Group to support Advisors grow their business.  He was also instrumental in the growth and restructuring of a bank Trust Department into a comprehensive Wealth Management Organization. He has spoken at several industry conferences on various practice management and investment topics.

Having worked with both Financial Advisory Clients and Independent Financial Advisory Firms across the country gives him a rare perspective he can bring to Financial Advisory Practices.

Jeff is married with two young sons that keep him busy.  In his free time, you can find him playing with his boys, cooking, hiking and exploring as many places as he can through travel.

Jeff can be reached at jbell@pohlconsulting.com or 217-552-9968.

 

Jeff Bell’s eBooks

Learn more below:

eBook – 6 Steps for Generating More Referrals – A Guide for Financial Advisors

eBook – 15 Ways to Grow your Practice – A Lead-Generation Guide for Financial Advisors

eBook – Key Strategies for Recruiting and Retaining High-Performing Financial Advisors