Loyd Pohl is the Chief Executive Officer of Pohl Consulting and Training, Inc., a financial services consulting and training firm he has led since purchasing it in 2000. Today, Pohl Consulting and Training has over 200 clients in 42 different states, ranging from startup trust departments and companies to large regional trust organizations.
Loyd’s banking career began in 1981, and he began consulting in 1992, giving him more than 40 years of direct experience in financial services organizations, including bank trust departments, wealth management groups, and commercial lending operations.
He oversees the firm’s six practice areas: sales training for trust officers and wealth advisors, client experience development, trust benchmarking, trust department profitability improvement, trust organization startup consulting, and trust compliance and risk management. He also oversees the firm’s proprietary benchmarking products — Trustcompare, Pricecompare, and Compcompare — and its affiliated organization, Wealth Management Compliance Alliance.
His consulting work focuses on organizations that need to grow revenue, improve sales culture, or restructure how their teams develop and manage client relationships. Specific areas of expertise include:
- Sales training and relationship sales methodology for trust officers, wealth advisors, and financial advisors
- Sales management coaching and infrastructure development for financial services teams
- Organizational assessment and strategic planning for bank trust departments and wealth management firms
- Management and sales incentive plan design
- Trust department profitability and fee schedule consulting
Loyd is a regular speaker at state, regional, and national banking and trust industry conferences, including ABA Trust Conference, Iowa Bankers Conference, Midwest Trust Conference, Tri State Trust Conference (Fargo), Tri State Trust Conference (NH), Mega Conference (Indiana), Texas Bankers Trust Conference, Mississippi Trust Conference, PA Bankers Trust Conference, MOKAN Trust Conference, FIRMA, Accutech Client Conference, Infovisa Trust Conference, Innovest Trust Conference, and First Rate. He presents on topics including trust department performance, sales culture in fiduciary organizations, and wealth management benchmarking.
Loyd hosts the annual Wealth Executive Forum, an exclusive peer conference for trust and wealth management executives that has been held for more than 40 years. Each year, more than 40 executives from leading trust organizations come together to discuss strategy, benchmarking, and performance improvement.
He is a graduate of the Prochnow Institute Graduate School of Banking and holds Master’s and Bachelor’s degrees in Agribusiness Economics from Southern Illinois University, Carbondale.
