Focused on tangible pragmatic topics.
Our select group of executives are honored to speak at various Bank and Trust Association conferences and conventions all over the country.
Loyd Pohl, Chief Executive Officer
A former bank manager with more than twenty years of financial industry experience, Mr. Pohl began his consulting career in 1992 and purchased Robert H. Franke & Associates in 2000. An accomplished and often requested speaker at industry conferences, Mr. Pohl’s background within financial services, business focus and entrepreneurial sales drive have led to the firm’s present success.
Kevin Maas, President of Wealth Management Compliance Alliance email@example.com
Kevin is a 25-year veteran of applying legal, regulatory and compliance realities to create competitive advantages for banks, registered investment advisors and broker dealers. In leadership roles as General Counsel, Chief Compliance Officer and business unit leader for PrimeVest Financial Services, (now Cetera Investment Services), and again as President and CEO of ING National Trust, he has been successful in guiding highly regulated organizations through aggressive growth, doing so in a manner that enhances the firms legal and compliance effectiveness.
Michael Dixon, Director of Organizational Development
Michael has served the community bank market as part of the Pohl Consulting and Training organization for more than 20 years. He brings his depth of experience in sales and sales management and has proven experienced at developing integrated sales and service leadership models, as well as Wealth Management products.
Michael Daly, Director of Risk Management and Operations
Mike Daly is Director of Risk Management and Operations for Pohl Consulting and Training, Inc. He is a high energy professional with 25 years experience in organizational effectiveness and enterprise improvement with a focus on fiduciary risk management, administration, and operations. Whether it is challenges with day-to-day operations projects, process or vendor management, all organizations are routinely challenged to manage with fewer resources.