RIA Practice Improvement

Grow your advisory practice.

Embrace change & transform your team

adding value

We understand your challenges

We have decades of experience helping small to mid-sized financial services firms transform their operations and accelerate growth. Contact us to schedule an introductory call and share your firm’s goals for the future.

Schedule a Consultation

Jeffrey Bell

Director of RIA and Advisory Consulting

jbell@pohlconsulting.com

Our services

Our passion is helping your organization grow

Transforming to a Growth-Oriented Organization

  • Deepening Client Relationships
  • Strategic Planning
  • Developing a Niche
  • Empowering Advisors to build their book
  • Personal Coaching

    • If you’re ready to transform from a status quo firm to a growth focused organization, we have many ways to help you and your team succeed. From relationship-centric sales training to business development planning, we’ll guide you step-by-step toward your goals

    Staff & Team Development

  • Attract & Retain Top Talent
  • Developing Career Paths
  • Building a Team Culture
  • Compensation Plan Design

    • Your team is like a living organism that needs continual support, attention, and ongoing development to thrive. When your team is doing well, your organization will do well. We’ve developed a wide array of staff development programs to help your employees reach their highest success.

    Organizational Change

  • Change in Leadership
  • Succession Planning
  • Retirement
  • New Ownership

    • Facing a transition in your leadership or key personnel? Pending retirement or time to start planning for succession? Having partnership issues like goals evolving in different directions? We’ve been helping financial services firms navigate these tricky waters successfully since 1975.

    Mergers & Acquisitions

  • Planning M&A activities
  • Partner Buyout
  • Adding New Owners
  • New Ownership

    • A transition or alteration in your ownership structure introduces new challenges in culture, priorities, and style that must be added with minimal disruption to the day-to-day operations. We have decades of experience helping financial firms maintain relationships and operational flow through these important evolution points.

    Streamlining Processes & Workflows

  • Efficient Business Design
  • Client Onboarding & Experience
  • Better Resource Sharing
  • New Core Systems

    • Your team is like a living organism that needs continual support, attention, and ongoing development to thrive. When your team is doing well, your organization will do well. We’ve developed a wide array of staff development programs to help your employees reach their highest success.

    Organizational Change

  • Change in Leadership
  • Succession Planning
  • New Ownership

    • Facing a transition in your leadership or key personnel? Pending retirement or time to start planning for succession? Having partnership issues like goals evolving in different directions? We’ve been helping financial services firms navigate these tricky waters successfully since 1975.

    ebooks for financial advisors

    When you need experience, we have it covered.

    Our free eBooks distill our years of experience into easy-to-follow guides to help your practice grow.

    6 Steps for Generating More Referrals

    Are you a financial advisor looking to take your practice to new heights? Discover the untapped potential of referrals with our comprehensive eBook, designed to help you seamlessly integrate referral generation into your strategy.
    Learn more

    15 Ways to Grow Your Practice

    Are you a financial advisor looking to take your practice to new heights? Growing your financial advisory practice requires ongoing effort and commitment. Learn 15 ways to grow your practice with this eBook, including tips, techniques, and real-world examples from our experienced staff.
    Learn more

    Key Strategies for Recruiting and Retaining High-Performing Financial Advisors

    Whether you’re a seasoned recruiter looking to fine-tune your strategies or a firm eager to establish itself as an employer of choice, the insights within this eBook will guide you through the intricacies of finding and retaining top financial advisors. Using these actionable strategies will help you successfully tackle evolving talent acquisition challenges and attract new hires who will actively contribute to your firm’s growth.
    Learn more
    Facing a change, transition, or growth phase?

    Contact us to share your goals and explore a possible fit.

    Schedule a Consultation

    Since 1975, we have been helping financial services organizations meet their needs and overcome their challenges.

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    CONTACT US

    P.O. Box 287
    Rochelle, Il 61068 USA

    info@pohlconsulting.com

    800-677-7432

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