Personalized coaching designed to overcome self-imposed limitations on growth

What do we do?

Individual personalized coaching

• Individual action plans developed and monitored
• Client Management Systems reviewed
• Marketing plans designed and implemented
• Contracts and allowance schedules made understandable
• Staff training programs
• Bi-weekly sessions conducted by phone

How do we get paid?

Monthly fee of $600.00

• No contracts. If you don’t realize value for your money then stop the program without penalty
• Additional negotiated fees for additional sessions
• Project management fees negotiated

Practice Management Services (on site in your office)

What do we do?

On site consulting reviewing and assessing

• Client management systems
• Image in community
• Sales Methodology
• Staff review/who does what
• Lead generation
• Revenue tracking
• Technology

How do we get paid

• $4000.00 per day
• Related Expenses

Tuttle Financial Advisors, Inc.
"From Vendor To Advisor"™
Box 5810
Annapolis, Maryland 21403
Phone: 410.703.5769