WHITE PAPER
How Banks and Trust Companies Can Solve the Small Wealth Management Account Problem
A White Paper prepared by E. Loyd Pohl, CEO, Pohl Consulting and Training, Inc.
This white paper is designed to help decision makers at banks and Trust Companies understand and solve the Small Account Problem by answering five key questions:
- What problem(s) are you trying to solve?
- What retention or growth opportunities are you missing?
- How do you define small accounts in your organization?
- What is the trust cost of an account?
- How do you evaluate potential solutions?
