A National Marketing Organization

Table Bay is flourishing as the fastest growing, independent National Marketing Organization. Table Bay attributes its continued success to the Table Bay Advantage Program™, which is a unique combination of three components: exceptional training and coaching, industry leading market development and the anti-traditional sales system.

Marketing at Table Bay Financial set you apart from the crowd by helping you answer the critical question: “What makes you different from everyone else?”

Table Bay provides advisors with tools and techniques to make them stand out from the competition and obtain desired sales results.

Marketing at Table Bay Financial

Once you join the Table Bay family as a Table Bay Advantage Advisor, we will help you put together a customized plan to reach your goals. This plan, called the Market Development Program, includes a marketing plan that outlines various programs, marketing activities, and training programs to drive your sales to the next level. These programs combine to give you a distinct competitive advantage.

Table Bay Advantage Advisors have access to:

1. Customized marketing planning and recommendations
2. Access to the exclusive Client Acquisition Program
3. Special mailing programs designed to fill your prospecting pipeline
4. Exclusive seminar presentations
5. Client marketing concepts and ideas
6. Plus more!

We don’t fetch you leads, we help you acquire clients

The Client Acquisition Program is central to the Market Development Program. Since anyone can provide you leads, Table Bay takes it a step further and helps provide you with quality, qualified prospects that are highly likely to become your client.

Consisting of eight “tracks,” the Client Acquisition Program is most powerful when used in combination of one another. These proven and effective programs can fit any advisor’s needs, and when properly utilized, create a steady stream of qualified prospects.

Client Acquisition Program

1. Track 1 – Express Mailers
2. Track 2 – Custom Mailers
3. Track 3 – Tactical Seminars
4. Track 4 – 30/30 Plan
5. Track 5 – Seminar-in-a-Box
6. Track 6 – Dollar Bill Mailer
7. Track 7 – CPA Edge
8. Track 8 – Time Bomb

For more information on how you can access these proven and effective programs, call us at (866) 225-1786.

Break free from old, ineffective techniques

Table Bay believes that the old school selling systems simply do not work anymore. Therefore, all of the programs and tracks in the Client Acquisition Program involve complete proficiency of the anti-traditional sales system.

With an understanding of the anti-traditional sales system, advisors close more sales by breaking free from the conventional closing-centered sales technique. Combined with the marketing tracks from the Client Acquisition Program, the advisor is even more prepared for the volatile sales cycle.

We can help manage the way prospects view your practice

Your image and brand greatly affect how your current clients and future prospects view you and your practice. Sometimes your image assists with your sale, other times it hinders a sale. That is why Table Bay can help you develop or fine tune what your image should be so that you can reach your own individual goals.

As a Table Bay Advantage Advisor, we help maximize your brand to the fullest extent. We can assist with:

1. Helping you develop a personal statement
2. How to upgrade your image and upgrade your sales
3. How to reposition your reputation, and become an expert in the industry
4. Developing consistency through your business
5. Creating effective business cards and stationary * and more!