Pohl Consulting & Training, Inc.
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  • RIA Practice Improvement
  • Client Builder (Training)

      • TRAINING/STAFF DEVELOPMENT

      • Client Builder Model
      • Relationship Sales Process
      • Training Needs Assessment
      • Sales Management Discipline

      • SALES MANAGEMENT

      • Sales Management Workshop
      • Coaching For Results

      • SALES TRAINING

      • Prospecting and Follow Up Discipline
      • Referral Source Development
      • Negotiating
      • ProActive Customer Care, Retail
      • Mortgage Sales, Keep the Phone Ringing…
      • Relationship Sales Workshop

      • WEALTH MANAGEMENT TRAINING

      • Introduction to Fiduciary Practices
      • Executive Oversight Training

      • COACHING

      • Individual Performance Coaching
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  • Merger Acquisition and Divestiture

      • WHY GO IT ALONE?

      • Overview
      • Broker Dealer Selection
      • Divestiture
      • Due Diligence
      • Trust Risk Management
      • Trust System Selection
      • Valuation of Financial Assets
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  • Organizational Consulting

      • ORGANIZATIONAL DEVELOPMENT

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

      • WEALTH MANAGEMENT

      • Trust Fee Projects
      • Recruiting Service
      • Bank Owned RIA
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  • Staff and Team Development

      • RECRUITING

      • Recruiting Service

      • SELECTION

      • Reference Checking
      • Personality Profiling

      • COMPENSATION

      • Job Description Design
      • Position Pricing, Compcompare™
      • Pay for Performance Plan Design
      • Developing Career Paths
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  • Trust Benchmarking & Industry Data

      • Compcompare®

      • Retain and obtain people! Detailed salary and compensation data on 30 Trust/Wealth Management Positions.

      • Trustcompare®

      • Data provided by TRUSTCOMPARE® will be of tremendous value as you develop your business and strategic plans.

      • Pricecompare™

      • Detailed pricing information that will help you develop future pricing strategies and select new fee schedules faster.

      • Insight Report™

      • Quarterly industry data and performance metrics at several levels from the entire industry to market segments defined by size.

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  • RIA Compliance

      • RISK MANAGEMENT

      • Risk Management
      • Enterprise Risk Management

      • RIA COMPLIANCE

      • Post-Examination Consulting
      • Compliance Training
      • Compliance Outsourcing

      • ORGANIZATIONAL DEVELOPMENT

      • Formation of a Registered Investment Advisor
      • Trust Company Formation
      • Due Diligence
      • Bank Owned RIA
    • Close
  • Trust Compliance

      • RISK MANAGEMENT

      • Line of Business Risk Assessment®
      • Enterprise Risk Management System
      • Account Risk Rating System
      • Mock Examinations

      • TRUST COMPLIANCE

      • Outsourcing
      • Trust Compliance Conference Call
      • Post Examination Consulting
      • Trust Compliance Retainer

      • ORGANIZATIONAL DEVELOPMENT

      • Formation of a Trust Company
      • Choosing an Investment Advisor Partner
      • Oversight Training: Board Members/Executives
      • Learning the Fiduciary Drill
      • Trust Investments
      • Vendor Management Consulting
      • Trust Administration and Operation
      • Due Diligence
    • Close
  • Fiduciary Risk Management and Trust Operations Consulting

      • IMPROVING TRUST OPERATIONS EFFECTIVENESS & EFFICIENCIES

      • Conversion Project Management
      • Establishing Effective and Testable Control Activities
      • Middle Office Support Services
      • Outsource Consult
      • System Upgrades
      • Temporary Staffing for Trust Operations Professional Positions
      • Trust Operations System Pricing Assessment
      • Vendor Mandated Updates
      • Trust Department Operations Conversion Management
      • Outsourcing
      • Trust Accounting System Conversion Project Management

      • FIDUCIARY RISK MANAGEMENT

      • Motivational Risk Management and Operations Training
      • Change Agent Services
      • Global Securities
      • Policy and Procedure Writing and Review
      • Securities Lending
      • Trust Administration and Operation
      • Trust Workflow Recovery
      • Line of Business Risk Assessment®
      • Enterprise Risk Management System
      • Account Risk Rating System
      • Mock Examinations
      • Trust Compliance Conference Call
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  • May 2023

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← A PRACTICAL Approach- Nine Disciplines to Establish a Consistent Risk Management Program
The Regulators Made Me Do It →

Products

  • RIA Practice Improvement
  • Client Builder
  • Merger Acquisition and Divestiture
  • Organizational Consulting
  • Staff and Team Development
  • Trust Benchmarking
  • RIA Compliance
  • Trust Compliance
  • Fiduciary Risk Mgmt & Trust Ops Consulting

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Pohl Consulting & Training, Inc.
info@pohlconsulting.com
(800) 677-7432
P.O. Box 287
Rochelle, Il 61068

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