The Most Important Sales Meeting of 2021

Kick Off 2021 with a To Ensure Your Best Year Ever

Discover the Best Marketing and Sales Firm in America!

 

January 14–15, 2021
11am–3pm Eastern/8am–12noon Pacific

Thursday, January 14

All times are in Pacific Standard Time.

8:00am

We Are Headed to the Future
Barry Bulakites, Table Bay Financial
President and Chief Strategist

8:30am

ABCs of FIAs/Learn from America’s Best
Patrick Butcher, Allianz Life
Director of Sales

9:45am

The Biggest Sales Opportunity in 2021/The Stonewood Sales System
Neil Wilding, Stonewood Financial
Vice President

10:30am

Breaking into the FIUL Marketplace
Jeff Wright, DFP, CLU, ChFc, Symetra Life
Regional Vice President Life Sales

11:15am

Life Made Easy—Capturing the Big Sales with Key Sales Support
Ian Alsup
Life Sales Relationship Manager

11:30am

America’s Best RIA—Your Financial Journey
Marty Pfannenstiel, ChangePath
President Sales and Marketing

11:55am

Great Today—Better Tomorrow
Barry Bulakites, Table Bay Financial
President and Chief Strategist

Friday, January 15

All times are in Pacific Standard Time.

8:00am

Why You Belong Here!
Barry Bulakites, Table Bay Financial
President and Chief Strategist

8:05am

CPA Direct®: America’s #1 CPA Alliance Program
Debbie Valenciano, Table Bay Financial
Senior Vice President

8:25am

America’s Tax Solutions® Tax Smart—Financial and Retirement Planning
Koshy George CPA, America’s Tax Solutions
President

8:40am

How Top Advisors Expand Their Reach with Webinars
Jeff Campbell, Table Bay Financial
Senior Vice President National Sales Development

9:00am

The SECURE Act and the CARES Act: Impact on Retirement Planning
Denise Appleby, Appleby Retirement Consulting, Inc.
M.J., CISP, CRC, CRPS, CRSP, APA

10:15am

Marketing Your Way: Increase Sales 200–500% in 2021
Kamala Vanderkolk, Table Bay Financial
Director of Marketing

10:45am

A View from the Summit: Interview with Table Bay’s Advisor of the Year
Hailey Peterson, Table Bay Financial
VP and Chief Counsel

11:15am

10 Reasons 2021 Can Be Your Career Year
Joe Brady, Table Bay Financial
Director Sales Development

11:45am

A Team of Experts: You Are Not Alone
Barry Bulakites, Table Bay Financial
President and Chief Strategist

12:00noon

Let’s Get Busy!

More about

Virtual Advisor Summit

The 2021 Virtual Advisor Summit takes place over two mornings, from 9am to 1pm, Mountain Standard Time on January 14 and 15. 

The Advisor Summit has been around for over a decade. Despite a pandemic, the Summit will go on, albeit virtually.