Todd P. Gullickson, CLU,ChFC,MSFS, AEP, CFS,CFBS,CASL,CLTC, Gullickson Group, Davenport, IA, 563-823-1500
The Gullickson Group has had an ongoing relationship with Roger Tuttle and Tuttle Financial Advisors since early 2009. In the initial phase of working together, Roger helped us ID and segment our vast client population into a manageable and productive base. In doing so, we are now able to communicate effectively with our best clients which has led to the development of a much closer relationship with our top clients. Increased productivity has gone hand-in-hand with the increase in the “touches” to our clients. From the initial coaching relationship, we have now morphed into a relationship where Roger is almost like a member of the board of The Gullickson Group and we see him as a valuable asset for advice and assistance beyond just the “practice management coaching”.