Introducing the 2025 Wealth Executive Forum Report: A Candid Look at Industry Readiness
Why Trust Companies Must Prioritize Policy and Procedure Reviews
Trust organizations that fail to regularly review and update their compliance frameworks often find themselves playing defense. Without proactive oversight, compliance gaps can go unnoticed until discovered during a regulatory examination. Once these gaps are discovered, the trust organization must jump into action to resolve them quickly and completely.
The trust and wealth management industry continues to grow, but growth alone does not tell the full story. Beneath strong client demand and optimistic revenue expectations, many organizations are operating with staffing models, technology platforms, and operating structures built for a different era.
To better understand where the industry stands today, Pohl Consulting & Training conducted its first annual Wealth Executive Forum Poll. The resulting 2025 Wealth Executive Forum Report captures candid insight from trust and wealth executives across the country, highlighting where capacity is being stretched, where risk is increasing, and where meaningful opportunity remains untapped.
The findings point to a clear inflection point. Salary budgets remain modest while revenue expectations rise. Department leaders continue to balance management responsibilities with personal books of business. Referral programs, fee discipline, and technology adoption vary widely, creating inconsistent outcomes and increasing operational strain. In areas such as AI usage, CRM integration, financial planning monetization, and workflow discipline, the gap between expectations and infrastructure is widening.
This report is designed to help executives step back and evaluate whether their current operating model is built to support the next phase of growth. It also reinforces the value of benchmarking, structural clarity, and experienced guidance in navigating an increasingly complex environment.
Request a copy of the 2025 Wealth Executive Forum Report to gain insight into the industry’s most pressing challenges and the strategic shifts required for sustainable performance.
