Resource Room

Resources for Your Success

Table Bay offers industry-leading marketing development platforms, programs, and anti-traditional sales systems. Our innovative, highly-effective programs have been developed to provide Advisors with proven, cost-effective marketing, unsurpassed lead generation techniques, unique prospecting tips, and impactful sales strategies.

White Papers

Table Bay produces a new white paper every quarter to cover topics ranging from tax-free retirement to the CARES Act and how it can impact your clients’ financial roadmap. These white papers are available to our Advisors free of charge.


The 2020 pandemic changed many of the ways we think and reach clients. Even though in-person events are back, many people continue still choose the convenience of home. We offer valuable and timely webinars for those interested in virtual learning.


We recognize that not everyone understands the lingo that Advisors and CPAs use every day. We offer easy-to-understand videos for your clients to explain complicated financial subjects and products. Sit back and let them do the work for you!

For Contracted Advisors and CPAs only
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