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.
Many consulting firms understand financial services broadly, but lack deep, hands-on experience in fiduciary operations, compliance, and trust management. Institutions often struggle to find advisors who appreciate both regulatory expectations and the client-service realities of day-to-day trust work.
Pohl Consulting and Training, Inc. has specialized in trust, wealth, and RIA consulting for decades, with a team of practitioners who have served in trust, compliance, and executive roles. We offer practical, usable solutions because the firm was built to fill a longstanding industry gap: the need for consultants who actually understand the fiduciary business from the inside.
Many firms focus narrowly on one discipline such as compliance, sales training, or operations. Yet trust organizations typically need a partner who can support growth, risk management, staffing, pricing, profitability, and business development over time.
Pohl Consulting and Training, Inc. offers comprehensive services across organizational development, sales training, benchmarking, compliance, profitability improvement, and startup support. We developed this breadth because clients consistently asked for a single, reliable partner instead of managing multiple consulting relationships.
Trust and wealth operations are complex, and many institutions have been frustrated by consultants who lack real-world experience or provide academic solutions that don’t translate into daily operations.
Pohl Consulting and Training, Inc.’s consultants have direct fiduciary experience and work hands-on with clients, giving recommendations rooted in practicality, regulatory expectations, and industry best practices. We built the firm this way because clients repeatedly told us they wanted advisors who understand the details, not just the concepts.
Some consulting firms produce polished reports but leave implementation to internal staff, creating gaps and frustration. Trust organizations often need a partner who will help ensure recommendations are executed properly.
Pohl Consulting and Training, Inc. provides collaborative, implementation-focused support, including hands-on assistance, staff coaching, process refinement, and ongoing advisory work. We shaped our approach around long-term partnership because most clients wanted continued support, not just documentation.
Many trust / wealth departments lack the bandwidth or staffing to maintain compliance, workflow enhancements, or continuous improvement initiatives on their own. Hiring full-time resources is not always feasible or necessary.
Pohl Consulting and Training, Inc. offers retainer-based advisory services, functioning as an ongoing resource for compliance, operations, growth, or leadership support. We created retainer options because clients needed reliable, flexible access to expertise without committing to full-time hiring.
Trust and wealth management organizations vary widely in size, business mix, complexity, and regulatory environment. Institutions want assurance that their consulting partner has worked with similar models and understands their specific challenges.
Pohl Consulting and Training, Inc. has supported hundreds of banks, trust companies, RIAs, and wealth management groups across the United States for decades, from small departments to large regional institutions. We have maintained this national focus because our clients value benchmarking, best practices, and experience that crosses markets and charter types.