Your Subtitle text
Home
TRUSTCOMPARE was created in 1977 with a group of trust managers from the New York Trust Association. The service was developed over the years in conjunction with managers who realized they needed to know the financial condition of their business and the financial consequences of their decisions. Ownership changed hands a couple of times over the decades before being purchased by Pohl Consulting and Training, Inc. in 2007.

TRUSTCOMPARE has been the Wealth Management industry's leading performance measurement system for over 25 years. It is the only comprehensive, comparative ratio system for measuring and analyzing performance, profitability and productivity. TRUSTCOMPARE analyzes performance from several perspectives. It considers the financial results of an organization as a whole, including its contribution to the bank or holding company. Results are measured and compared by assets, income, expense and profits. Growth in income, fees, expenses and profit are measured and compared at both the departmental and product level.

Are you asking or being asked any or many of the following questions:

“How did I do last year compared to others?”

“What do I need to change to improve my organization’s performance?”

“Are my staffing costs in line with the industry?”

“Am I converting assets to revenue at a rate consistent with the industry?

“Is the overhead I’m being allocated reasonable based on my peers?”

In 2009 TRUSTCOMPARE will be used to re-define financial success for many departments and companies. The data provided by TRUSTCOMPARE will be of tremendous value as you develop your business and strategic plans which will set the stage for defining success in 2009 and beyond.


Ready to become a TRUSTCOMPARE subscriber?

Use the Contact page on this site to request more information, or click below to use our online subscription form.





Pohl Consulting and Training, Inc. also operates under the Robert H. Franke & Associates business name providing organizational development support to financial institutions nationwide. We are an industry leader in providing sales, service and sales management training, executive search and management consulting services.


Click the image above to visit our website.
Web Hosting Companies