Testimonials
Of all the organizations in the financial services arena, Table Bay Financial Network, Inc. helps develop the talents of Advisors across the nation. With an unbeatable combination of custom client acquisition systems, anti-traditional selling methods, and individualized coaching, Table Bay Financial guides advisors to unparalleled success. See for yourself what our clients say about us!
Training for a Virtual World
“The Pinnacle Coaching Program has caused me to focus my energies on what produces revenue. As a result of the program: I have been able to sharpen my Zoom Skills, Virtual Closing Skills and most importantly I’m learning daily to better connect with the prospects’ needs by improving my listening skills… “IT’S ALL ABOUT THEM.” As a result I am having my best beginning to a new year ever.”
Mike S., California
"The Pinnacle Coaching program has solidified so many of the concepts and other trainings that we have all been on before. It’s sort of wild, but being that it’s virtual, it should feel more impersonal and instead it feels like it’s a one-on-one training. I like the classroom setting and the format itself is very hands on. Overall the whole virtual thing has been surprisingly enjoyable, interactive and completely engaging. The material you cover is always on point but the engagement and interaction level makes this one extra special, especially for newbies like myself."
“I just wanted to take the time to thank you and all of the people at Table Bay for all of the work that you have done in helping me achieve my goals. I had to change myself and the way I did my business. Prospects are responding in a way I could only dream about. My first appointments are now 23 minutes and they love it. The system works, thank you! I don’t know how you figured all this out but it works. So I’ll keep watching your Webinars!"
"I've really appreciated Barry's webinars during the pandemic. I know these take a lot of time and effort to produce. Unlike so many presenters, he doesn't simply read from a script. He delivers in a conversational manner current information, seasoned by years of experience.”
"A thousand thanks for including me in your mammoth webinar presentation of nine hours last week. Of course it was a magnificent survey of current legislative problems and possible solutions to them."
Previous
Next
Sales Coaching
“In 34 years of selling life and health insurance, I have never seen anyone master the subtleties of getting the prospect in the buying mode... I am remodeling my practice on the Table Bay model.”
"Thank you for the time and efforts that you go through for us in general, but for me specifically. I appreciate you and your very apparent love for the industry and those who are learning to become the servants of the industry. Thank you for helping me turn around my and my wife's and family's financial future."
This is a new world for me. Nevertheless, it is a fascinating world and I am really loving the experience. You make the coaching so interesting that the time seems to fly during our sessions. Each one adds a wealth of knowledge and I really appreciate what you are doing for us. I'm looking forward to putting into action what we are learning.
I want to thank you for this training seminar. It is my hope that the training will result in significant commissions in the near future. I have detailed notes from each session and have an ongoing list of all the questions we should ask a potential client. Overall, I feel the training has been very beneficial to my potential future success.
"Barry’s level of knowledge and how he communicates by teaching solutions is excellent. His system and the way it connects everyone is mind blowing."
Previous
Next
In-Person Training
“I just came from a week-long training event in San Diego. I have been in the business for over 35 years and have done a lot of training myself. I have never met anyone who can communicate with a client and/or CPA as well as Barry Bulakites. I have referred 3 CPAs to join the program because of the system that they have in place which helps the CPA and the Advisor work together and most importantly, communicate with the client the benefits of the tools that will help them.”
“Thank you for hosting me last week. I thought the training was terrific. It was great meeting the team as well. I am even more excited for the program and look forward to working together. I am going to spend the week getting organized and implement a lot of what we discussed. I am very excited to get started!”
“The meeting was worth the trip. I rate it a 20 out of 10. I am prepared to implement all of the ideas via ATS and follow your directions. Thank you!”
“Really appreciated all the stories and experience. I hung on every word and will never forget them or the hilarious and amazing way you recounted your rich professional history. I am proud to be associated with you and, yes, the time was well worth it. You are truly a Force Multiplier and Navy Seal Commander of Insurance Producers/FMO owners. Like I said, I have met them all and no one even comes close and I mean that sincerely. Most FMOs, if not all, are in the check-cashing business and couldn’t close half the sales you could in your sleep if their lives depended [on it]. Not just blowing sunshine up your kilt either! Thanks again!”
Previous
Next
Success Stories
"We’ve been a member of America’s Tax Solutions for two months now, and I have already made an extra $85,150. We recommend this program to any CPA who wishes to provide a value-added service to his clients, increase their revenue and bulletproof their practice from potential litigation. This system is truly turn-key. Barry and his team do what they say they’ll do. In our opinion, this is the real deal. Thank you, Barry!”
“Top Gun totally transformed my career. After 30 years I am having fun again and look forward to every day. Best of all my sales have skyrocketed using the tools and techniques that the coaches at Table Bay taught me both during and after my attending Top Gun in November. Thanks to Table Bay, I will do $12,000,000 in annuity premium! I strongly urge anyone reaching for the next level to attend Top Gun!”
"Over the past two years, I have attended as many of Barry’s seminars as possible. The advisors he introduced me to have also been professional and well received and have generated sizable commissions in which I have shared. In short, Barry has been a windfall to my practice both intellectually and financially. He is a wealth of knowledge, and I can confidently recommend all of his various Table Bay programs to financial advisors and CPAs alike.”
“Because of what I learned from Table Bay, I have increased my closing ratio by more than 50%. The Anti-Traditional Sales System I learned from Top Gun means I no longer have to sell—my clients want to buy from me!”
Previous
Next