Table Bay Financial cares about helping financial leaders grow their businesses. Table Bay provides industry-leading marketing growth platforms, processes, and non-traditional sales systems. Table Bay’s cutting-edge, results-oriented programs have been curated to provide financial professionals with tried-and-true, cost-sensitive marketing, unparalleled lead generation methods, unique prospecting strategies, and a high-impact sales methodology.
For example, the Table Bay Partners Marketing Advantage Program is a full-scale marketing program that will offer you a tested, proven lead-generation process and road map.
The Marketing Advantage Program provides a year-long strategy of people-tested and proven disciplines that will help the developing advisor develop a focused approach to generating leads.
This program will help fill out an advisor’s pipeline with nearly 2,500 prospecting opportunities, provide a clear methodology for establishing market awareness and generating your effective message, methods for consistently building leads and internal or external referrals, and the best practices for successfully keeping control over your marketing/prospecting pipeline.
One testimonial on Table Bay’s website explains,
“I realized I had to change my image in a way that I always presented myself as the expert. I couldn’t have done it without Table Bay.”
These methods and time-tested strategies could not have arisen without Mr. Barry Bulakites, an accomplished Denver financial services provider and President of Table Bay Financial Network, Inc. since 2005. Mr. Bulakites carries a distinct passion for helping clients across a variety of financial disciplines, including tax planning, to intimately learn and incorporate the financial-planning disciplines their firms need in order to be successful.
Mr. Bulakites specializes in Life, Variable Annuity, and Fixed Indexed Annuity Lines in the United States and internationally. Since 2010, he has served as the Senior Managing Director of America’s Tax Solutions. He is a graduate of the famous London Business School Discovery Programme for Senior Executives, and he does over 250 speaking engagements each year as a frequent public speaker. He has been on numerous media outlets to discuss the health of the financial markets and retirement preparation. Sports teams, musicians, and businesses that he helps develop long-term retirement plans are among his consulting clients. Barry is the go-to expert for many experienced CPAs who want to learn about retirement taxation solutions. Barry Bulakites has worked with Lincoln National Life as Regional Chief Executive Officer, Jackson National Life as Senior Vice President of National Sales, and America’s IRA Centers as Senior Managing Partner.