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“Roger has worked with me and with my firm members for more than three years. During this time our productivity has more than doubled and we have implemented many processes and systems that make the future look very bright. Roger’s concepts help me better understand the importance of running a business rather than just a sales practice. The review process he advocates is the focal point of my very active client contact plan. If you’re doing well and want to do better Roger can help.” "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." “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." "Roger has been part of my firm for more than two and a half years, working with me personally and with other team members." "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.” “Our firm was already well structured. Roger helped us tweak some of our systems to make us more efficient and more aware of our top clients. The real benefit we have seen in working with Roger and his program is our increased awareness of marketing, both marketing to our existing clients and marketing to good strategic relationships. If you’re doing well but feel that a little more structure and a little more marketing effort will make a big difference, then this is the type of program you should investigate. We can quantify our increase in business as a result of hiring Roger. He has sold the product and understands our issues.” “I have operated an insurance/employee benefit practice for years without the benefit of a seasoned advisor on my team. Roger understands what I do and what I want to accomplish. He is astute not only from a marketing perspective but has a keen knowledge of technology and finance; all of the things that I need to make my organization operate effective in our marketplace. He has been of direct and measurable help to me and my other team members.”
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Tuttle Financial Advisors, Inc. |
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