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.


2020 has brought about significant challenges to all aspects of our lives. This is true for Advisors who need to get pertinent information to their clients. We offer valuable and timely webinars for clients to watch safely from their own homes.


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. 

For Contracted Advisors and CPAs only
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