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“During the time I have worked with Roger the productivity of my firm has increased significantly. But just as importantly, he has helped me better understand how to think of my practice as a real business and not just a sales practice. His approach is simple and easy to integrate with my administrative team. I don’t need a sales coach. I need someone to help me run my business and he has helped me greatly in that way.” “From marketing to office admin: My firm is better off in having hired Roger to help us make the decisions that successful businesses must make. Now, more than ever before, I see myself as a business owner running a firm and not just a sales person. His tagline “From Vendor to Advisor” is an accurate description of the progress we have made in re-positioning and branding our firm with both existing and new clients we choose to bring on. Working with Roger gave us the confidence and courage needed to lose the baggage necessary to move forward.” "For some time now I have been using Roger Tuttle to coach many of my agents. He does this both on a one to one and group basis. The one on one's are conducted over the phone and have proven effective in helping producers get to the next level. I have seen verifiable results from Roger's work. The communication is excellent and the representatives see the value in what he does. My investment in his programs represent the best money I spend." "I have enjoyed working with Roger in many of the facets of managing my practice. I already had the clients and I already knew the sales process: What Roger brought to me was some systems and concepts for marketing to my existing client base that has proven to be beneficial. Additionally Roger has helped me become more aware of the importance of a quality team to support my activities. If you have a good practice and want to get better you would benefit from some time with this knowledgeable and understanding practice management consultant.” “Roger quickly assessed my needs and how he could best work with me. I already knew how to sell: I didn’t need or want someone to help me in that area. He focused on the financial aspects of my practice and in short order helped me identify unnecessary overhead. Without an interruption to the practice, I was able to reallocate resources; cut overhead and have a more harmonious staff environment. We are now working on some longer term marketing issues.” "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.” "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." "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.” "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.” "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." “It’s great to have someone on my team who has a keen appreciation of managing the sales process and knows how to run an effective business organization. I already know how to sell: It’s all about having better systems in place to help me spend more time with my best clients and from those best clients to get solid recommendations to other potential top clients: Roger helps me do just that.” “There is no magic in what Roger has provided me. Instead it has been an insight to marketing to my existing clients; utilizing a high quality administrative team and running my practice like a business. The concepts of communicating with clients and future clients that he extols has expanded my horizons to income potential I did not truly recognize or think possible.” “I have seen many positive changes in my firm’s client relationships as a result of working with Roger Tuttle. The term, ‘Automatic-Systematic’ now has real meaning to me and to my administrative partner.”
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Tuttle Financial Advisors, Inc. |
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