Discover a smarter way to grow your business with PRIVATE LABEL REFERRAL EVENTS, powered by Retirement TableTalk — the most cost-effective seminar alternative available today.
Leverage the TableTalk platform to host intimate, private events alongside your top clients—designed to naturally spark referrals from their inner circle. It’s a fun, informative, and low-pressure setting that helps build trust and boost introductions.
- No expensive seminar costs
- Minimal marketing effort
- Maximum relationship value
Download the flyer to:
- See how the platform works
- Explore the engaging topics
- Review the turnkey materials available to eligible financial professionals
Build deeper connections. Spark better referrals.
This could be your most affordable lead-generation strategy yet.
Fill Out the Form to Download Now
Financial professionals should ensure they follow the applicable state regulations and current approval policies on the use of any advertising, third-party sales tools, or marketing materials of the carriers they represent and their broker-dealer and/or registered investment adviser, if applicable.
CSA250634-0626 For financial professional use only – not for use with the general public.
Complete Form
