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We offer a comprehensive range of services designed to enhance profitability, operational efficiencies, and personnel management within financial services organizations. Our core areas of expertise include:
Our training programs cover a wide range of staff development needs and are typically delivered onsite at your location. However, our Sales Management programs are available on an open-registration basis.
Founded in 1975, Pohl Consulting and Training was one of the pioneers in sales-oriented consulting and training for the financial services industry. Our initial clients were bank Trust Departments, but our reputation spread and a number of our clients asked us to bring our expertise into other areas of the bank.
As the industry evolved, so did the firm and our services. On the Wealth Management side, we developed expertise in the integration of Trust and Brokerage and expanded into the RIA and Retail Investment space. On the Retail/Commercial side, we introduced consulting and training programs to help organizations adapt to changing retail sales and service models.
In 2000, our CEO Loyd Pohl acquired Robert H. Franke & Associates, where he had been a Senior Consultant, and rebranded the firm to Pohl Consulting and Training. This transition marked the beginning of a new era of growth and innovation.
In 2007, we acquired TRUSTCOMPARE® and its suite of benchmarking tools, enabling us to provide clients with critical benchmark data for planning and productivity improvements. In 2013 we added Wealth Management Compliance Alliance to our array of services to meet our clients’ needs for compliance support.
Today, Pohl Consulting and Training is a trusted partner for financial services organizations seeking to enhance their performance and navigate industry challenges. Our specialized focus, comprehensive services, and commitment to excellence ensure that we continue to lead the way in financial services consulting and training.