Financial services coaching, personal consulting, sales marketing plans and sales management solutions.personal coaching, practice management, consulting services

When I started working with Roger, charging fees was not part of my practice. He introduced me to the concept and the proper methodology to charge fees and in 2006 my practice billed over $109,000.”
Bob Baker, President Asset Strategies, Orlando, Florida

“I have been working with Roger for more than a year. His ability to help me focus has substantially helped my productivity and time management. There is a reason Tiger Woods and Shaquille O’Neill have coaches. They keep you on track and help you reach your full potential: Roger has that ability.”
Wally Berman, Weston, Florida

“I have had the opportunity to be involved in numerous business meetings where Roger has made presentations and it's abundantly clear that he has an extraordinary grasp of the issues that face managers and agents as they move forward in an ever complicated business environment.”
Dick McCloskey, CLU, ChFC
Past President, GAMA International

"Roger Tuttle is the consummate professional. He is experienced, knowledgeable, energetic, and empathetic. His evaluation of my business was concise and to the point. He gave me a new perspective and a new set of priorities that I believe will take me to a higher and more productive business level. If you desire an improved business and personal life, Roger can help you get there."
Tom Hruby, Bemidji, Minnesota

"For more than ten years, Roger has been an important part of the growth of my business. He has a keen insight into how reps function and to help them focus on the important business matters that can make growth in productivity possible.”
Mark Anthoine, CLU, ChFC
Member, Top of The Table

"Roger Tuttle has been a key component in the business and financial matters of my practice. He is very knowledgeable of the marketing process and how proper business management is essential to the long term growth of a financial service practice.”
Paul R. Buckley Sr., CLU, JD
Past President, Million Dollar Round Table

"Roger has worked with numerous members of our firm and has been extremely helpful to them in the areas of, "practice management" and personal focus. His methods of providing coaching and consulting services is most effective and efficient".
Frank Fasano, CLU
Managing Partner
New England Financial


"Roger Tuttle's experience and insights have been helpful to our firm. His background as an insurance general agent/managing partner, and his working with a variety of producer groups, have produced an uncommon savvy. His candid assessments have helped us in our restructuring process, (we are a 71 year old family owned financial planning firm with the third generation now stepping in.) It is a privilege to write this unqualified recommendation."

Thomas B Wheeler, CLU, ChFC, REBC
Past President, New England Financial Leaders Association.

 

Tuttle Financial Advisors, Inc.
Management Consultants
Box 5810
Annapolis, Maryland 21403
Phone: 410.703.5769