Macro photo of tooth wheel mechanism with INVEST, CAPITAL, STRATEGY, PLAN and GROW concept letters

Expertise that Matters

Consulting: You will be hard-pressed to find a person that has directly worked with as many boutique asset managers as Jeff. He has successfully created and implemented business plans for both domestic and international money managers to help them raise and retain assets. His expertise focused on distribution, marketing, overall business strategy, data analytics, operations, governance, and the overall culture of the firm. Rutti Consulting is well equipped to create a business strategy that properly aligns your resources with your budget.

Public Speaking: Since 1990, Jeff has spoken to tens of thousands of sales people, financial advisors, clients, and prospects from small board-room settings to massive industry conferences. He consistently receives the highest praise for both the content and the delivery of his presentations.

Jeff tends to infuse humor in his messaging in an effort to maintain a high level of engagement and interaction. Rutti Consulting uses a solutions-based methodology to how we approach every speaking engagement. The ultimate goal is to get the audience (regardless of size) to acknowledge that a problem exists and provide them with a solution – or multiple solutions.