Considering integrating
Brokerage and Trust?

Approached positively and with foresight and vision, it can be the most important and profitable process in your organization’s history!

Are you considering integrating Brokerage and Trust to maximize the value to clients and increase revenue opportunities for the bank?  We can help!  This is an exciting, challenging process and many banks are taking this approach.  As regulations change,  competition heightens and efficiency concerns grow.  It is a concept that certainly makes sense, since the markets and products are similar.  There are many advantages and many challenges.

Regardless of how much sense it makes, most organizations struggle with the integration.  Culture clashes, lack of understanding of the business, different regulatory issues, compensation inequities and referral competition are just some of the factors that cause difficulties.  Approached positively and with foresight and vision, it can be the most important and profitable process in your organization’s history!

During the integration process we focus clients on:

• Creating a delivery system that is focused on the client
• Products that fit client needs and also fit the objectives of your organization
• Organizational Structure (Management, Staffing, Reporting, Support)
• Training, Education & Licensing (Management, Trust, Sales, CFP, Referral, Series 7, etal.)
• Sales Management (Coaching, Goal Setting, Sales Meetings, Tracking Systems)
• Systems for the sales of investment and trust products that level the playing field
• Systems to Compensate Investment and Trust Representatives for appropriate Sales
• Design Compensation plans for internal referral sources
• Integration of Insurance and/or Private Banking (if needed)

Our 30-plus years of experience makes Pohl Consulting and Training, Inc. exceptionally qualified to help you on the road to success in today’s competitive environment.  The knowledge gained over those years is what makes us unique and successful in working with our clients.