Charles K. Auburn,CA

Many observations over several years prove to me that the Table Bay Top Gun program helps financial advisors move to the next level of productivity. What observations, you ask?

  1. Many fellow financial advisors I’ve known became elite producers.
  2. I was confident of my sales abilities before, but that was based on old training that didn’t work very well. Now, with Table Bay’s Top Gun system, I have a solid foundation for heightened confidence. It works!
  3. Table Bay training is World Class. It focuses on the client, the process. It is both enlightening and comprehensive.
  4. Table Bay supports advisors with a myriad of concepts, tools, and programs. Programs such as CPA Advantage Edge, America’s Tax Solutions, product training, tax timing, and many others are examples.
  5. Table Bay helps advisors establish a continuous flow of highly qualified prospects, including partnerships with Tax Pros, CPAs and EAs.

Thank you Barry Bulakites and Joe Sulzinger for making Table Bay the premier FMO in America.

Charles K.,  Auburn, CA

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