Will This Be The Year…

All Your Dreams Come True?

Let’s face it: In the highly competitive and increasingly regulated realm of financial services, a cookie-cutter approach is no longer enough. Though it might seem like our industry is full of challenges and obstacles, it also offers exceptional opportunities to separate yourself from the crowd. Have you taken any steps to control the volatile sales cycle that leaves you unsure of the future? What if you had 2,400 selling opportunities to keep your calendar full of appointments and prospects? What if we could give you a distinct advantage over the competition and a unique selling proposition that motivates clients to act today, not tomorrow? The answer to these questions is a plane ride away. Come to Denver this December to join the best advisors from all over the country and learn strategies to grow your business 200 – 500%. We know traveling during the holidays is a big ask. But we also know that advisors are self-made go-getters who are willing to give up three days to ensure that 2024 is their best year ever This powerful event will enable you to substantially elevate your business’ success. In short, you can’t afford to miss it! What are you waiting for? This is the chance to become the single advisor of choice in your area.
For more information, give us a call at 866-225-1786 Ext. 309

What is it like to work with Table Bay?

Dale G.
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“Wow! Barry’s presentation this morning was fabulous. You know that I have struggled with the “notion” of FIA and FIUL for my entire financial services career since they came about. Today, I saw the light, became a believer and have become ‘converted’.”
Jim M.
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“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”
Steve S.
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“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.”
Gerald K.
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“Over the past two years, I have attended as many of Barry’s seminars as possible. He has flown out to my area several times to speak to my clients about issues related to beneficiary designation and all those who attended ended up gratified over the opportunity to learn things they hadn’t heard elsewhere. 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.”
Jason M.
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“When I first met Barry at a meeting, I gravitated to Barry because dozens tried explaining annuities and Barry was the first one to explain it so I got it.”

Take a look at what other advisors are saying about Table Bay Financial here: Testimonials Advisors

DO NOT Miss This Opportunity to
Position Your Business for Success in 2024!

You will discover how to:

You will discover the hottest new strategies and tools, that the most successful and elite advisors are implementing this year.

Yes, it is possible! Through the use of our exclusive opportunity, to work with our network of CPAs.

Implement the most impactful techniques to increase the effectiveness and generate the most impact out of your client appointments.

Discover how to deploy new revenue streams while increasing the value you bring to your clients and prospects, by taking advantage of one of the strongest RIA platforms available.

Introducing Keynote Speakers

Kerry L. Johnson, MBA, Ph.D.

Best Selling Author / Keynote Speaker / Business Coach

Kerry L. Johnson, MBA, Ph.D. is an internationally known speaker. He has in-depth knowledge on a variety of topics, including “How to Read Your Client’s Mind,” 

“Marketing to the Affluent,” and “PeakPerformance: How to Increase Your Business by 80% in 8 Weeks.” Additionally, he has taught at long-standing institutions like Harvard, Oxford, and Purdue.

Kerry currently writes monthly articles for fifteen national sales and management magazines, whose editors have dubbed him “The Nation’s Sales Psychologist.” He is the author of 17 best-selling books.


Barry Bulakites

President and CEO of Table Bay Financial Network

Mr. Bulakites is responsible for all of Table Bay’s operations. Prior to joining Table Bay, he was the Executive Vice President of Sales Development and Marketing at Jackson National Life. He is the founder and visionary of America’s Tax Solutions® and the CPA Direct Program. As one of the nation’s leading experts on IRA Distribution Planning, he is considered a leading trainer in the financial services industry. He works with advisors and CPAs throughout America and does hundreds of speaking engagements annually.

Stay At the Luxurious Hilton Denver Inverness in Gorgeous Colorado

Boasting a convenient location and a legacy of hospitality, the Hilton Denver Inverness is the beautiful space where your career will change forever. Cap off your training sessions with five diverse and delicious dining experiences, a range of fully stocked bars, and a ton of fun activities, all set against the backdrop of the wild and wonderful Rocky Mountains.

From the comfy interior to the cozy suites, The Hilton Denver Inverness is the perfect place to relax after an invigorating day of world-class training.

We are now accepting hotel reservations exclusively for this upcoming event, for registered attendees. Register to save a spot! We look forward to seeing you in Denver!

You Could Get Your Hotel Paid For!
Call now to see how you can qualify to get your hotel room nights paid by us! Call (866) 225-1786 ext 312 for more details.

Meeting Agenda Below:

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