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About Us

Mission Statement

 

Through a unique practice management coaching program, "From Vendor To Advisor"™ , we support financial service industry entrepreneurs to develop a more comprehensive relationship with existing clients, create more free time for themselves and develop increasing revenue streams..

 

Roger Tuttle has enjoyed an exciting and well-rounded career in the financial services industry. His career has included being an agent, General Agent, and Senior Officer of New England Life as well as starting a fee-based financial planning company. Prior to entering the financial services industry he served in the US Army as a Special Forces and Airborne Infantry Officer.

In leading the New England’s Maine-New Hampshire agency Roger was recognized for his skills in helping good agents become great business owners.

Roger has written numerous articles and papers for industry and trade journals and has presented well-received research papers while a member of LIMRA’s prestigious Research Agency Group, (RAG). He has been a speaker at a wide variety of company and industry meetings including GAMA’s Best Practices Seminars. In addition to his management activities Roger has always been directly involved in personal production as a producer and a planner.

Now Roger specializes in helping entrepreneurs in the financial service industry move “From Vendor To Advisor”™. He works with people all across the country, serving as a coach and mentor.

Roger lives in Edenton, NC, and can be reached at 410 703 5769 or at tnega@aol.com.

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