SOLVING TRUST MANAGEMENT CHALLENGES
TRUMPLER WEALTH CONSULTING
serves as an advisor to senior trust management, handling:
Achieving profitability
Managing risk, whether
fiduciary
compliance
investment
reputational
Human Resources challenges
Hiring and termination
Training
Sales and marketing challenges
Hiring the best people, and training, tracking
and compensating the sales team
Acquisitions, M & A and due diligence
After the acquisition, managing the cultural and systems challenges