Become Unstoppable

We offer better thinking for the challenges that financial advisors face today and in the future. Our industry-leading innovation offers a range of solutions to help drive your business today and tomorrow. When you compare FMOs there is no comparison!

Many of the people we have worked with are “million plus” financial advisors. Through this experience we have observed the best practices and sales techniques of those top financial advisors and captured much of their top strategies. We realized the challenge that most financial advisors face is that they simply don’t have access to individuals they can learn these invaluable lessons from. The combination of working with and observing them, our knowledge and experience is what separates Table Bay Financial from all other FMOs. We invite you to experience the difference experience makes.

We are offering something the industry has never seen before. A road-map and GUARANTEED program to double your income in 12 months. Not a boiler-plate plan, but one tailored to you, factoring everything in from your strengths and weaknesses, to the speed at which you are prepared to move, and utilizing our unparalleled marketing, training, lead generation, and celebrated sales concepts and techniques.

Look at a few of the reasons we are the FMO that you want to partner with:

From our unsurpassed Top Gun Sales Strategies Program to IRA Summit, you’ll experience the best training programs in the industry. Expand expertise and leverage our knowledge to grow your practice. It’s the training that makes us different. 

You can’t make sales unless you’re sitting in front of a qualified prospect. That’s why we have developed the most powerful lead generation program in the industry. To ensure your success, we’ve completely integrated all the necessary marketing dynamics.

Finally, an FMO that focuses on marketing and has highly talented and experienced senior marketing people that understand financial services marketing. Marketing Programs that work and get measurable results without breaking the bank. We understand that you are unemployed between every appointment. We can get you an average of 35 appointments per month using our strategies and techniques. Did you WOW someone today? Let Table Bay make your marketing great again!

Celebrated throughout the industry, our proven sales strategies and simple, compelling, and thematic concepts will help drive your sales to new heights. Tactical strategies that make you a more compelling communicator to your clients.

Our exclusive coaching program tackles building your practice into a more efficient and effective business helping you remain focused and goal-oriented. We can coach you to develop high energy environments for your staff and an overall vision that will guide you through any challenges you may face. We will show you how to eliminate the volatile sales cycle that plagues advisors and show you how to create differentiations that give you a distinct advantage over your competitors.

In today’s competitive world, every Advisor needs an advantage. The Table Bay CPA Advantage Edge Program provides you with a razor sharp advantage over other Advisors still using traditional and ineffective selling and marketing techniques. Our program sets you apart from the crowd and answers the critical question: “What makes you different from everyone else?”

Not only do we provide you with an impressive array of marketing resources and sales tools, we invest in your business. Our Advisors enjoy exclusive business-building programs, co-opted sales support and world-class marketing services. Our Advisors are back by some of the best technical and service associates in the industry and have access to a deep portfolio of innovative products, services and solutions for today’s investor. By joining Table Bay, you’ll gain access to a complete turn-key solution to your practice’s client acquisition challenge.

A “Perfect Storm” looms as Baby Boomers approach retirement. American retirees face considerable challenges and it’s critical that they make wise financial decisions now to preserve, protect and defend their wealth and have peace of mind. To accomplish this, they need up-to-date market information, insight and confident guidance from seasoned professionals.

Table Bay Versus Your FMO

Current Openings

Internal Wholesaler

We are always looking for great Internal Wholesalers to work with our advisors and CPAs. If you are an enthusiastic, professional, marketing-minded Financial Professional, our company might be the right place for you to achieve your career and personal goals. If you are looking for a new opportunity with a forward-thinking company that pays for performance, you need to talk to us and learn more about joining our internal team. Our culture places a premium on both speed and quality. The pace is swift and the demands are high—as are the rewards for excellence. Rewards are results-based, not tenure-based. If you are interested, contact us today!

Feedback & Reviews

“We were impressed by the knowledge we received and the materials given. The easy to follow hands on training programs Table Bay offers allows us to properly educate our clients and protect them in ways we couldn’t before. We’ve been a member of America’s Tax Solutions for two months now, and have already made an extra $85,150. We recommend this program to any advisor or CPA who wishes to provide a value-added service to his clients, increase their revenue and bullet-proof 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!”

Cliff & Terrie S.

Anaheim, CA

“I have attended as many of Table Bay’s seminars as possible. Barry 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. I have since generated sizable commissions and, 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 Table Bay programs to financial advisors and CPAs alike.”

Gerald K.

Palos Hills, IL

“Many observations over several years prove to me that Table Bay helps financial advisors move to the next level of productivity. Table Bay training is World Class. Table Bay supports advisors with a myriad of concepts, tools, programs and helps advisors establish a continuous flow of highly qualified prospects, including partnerships with Tax Professionals and CPAs. With Table Bay’s Top Gun system, I have a solid foundation for heightened confidence. Thank you Barry Bulakites and Joe Sulzinger for making Table Bay the premier FMO in America.”

Charles K.

Auburn, CA

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