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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
- - WEALTH MANAGEMENT TRAINING
  - Introduction to Fiduciary Practices
  - Executive Oversight Training
  - COACHING
  - Individual Performance Coaching
- Close
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
- Close
Organizational Consulting
- - WEALTH MANAGEMENT
  - Trust Fee Projects
  - Recruiting Service
  - Bank Owned RIA
- Close
Staff and Team Development
- - RECRUITING
  - Recruiting Service
- - SELECTION
  - Reference Checking
  - Personality Profiling
- Close
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.
- Close
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
- - TRUST COMPLIANCE
  - Outsourcing
  - Trust Compliance Conference Call
  - Post Examination Consulting
  - Trust Compliance Retainer
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Fiduciary Risk Management and Trust Operations Consulting

webinars

Practice Development Webinar Series for Investment Advisors
These sessions will be held on the second Thursday of each month at 1:30pm CST.

Introduction to Fiduciary Practices – A Live Webinar Series
These sessions will be held on the second Tuesday of each month at 1:30 pm CST

For each registration, your organization gets up to two sign-on locations including an unlimited number of listeners.

Retainer clients and TRUSTCOMPARE® subscribers receive a $100 discount for each registration.

Interested in on-site training for your staff? Email info@pohlconsulting.com

Curriculum and other technical details are available upon request.

Relationship Sales Workshop- Retool and Refresh Webinar

Top Performing Wealth Organization

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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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