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Ladder Strategists Dashboard

Agent Tools

Ladder Slack

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Join Ladder Slack

Team Calendar

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Add Team Calendar

Agent Tracker App

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Open Agent App

Client Tools

Financial Needs Analysis

Use the FNA dispatch to automatically create a personalized Financial Needs Analysis for your client. Enter your name and your client's info - the system builds the folder and sends them access automatically.

Financial Needs Summary Sheet

After reviewing your client's FNA, use this sheet to document your findings and build out your product recommendations.

Weekly Training Schedule & Zoom Links

Fast Track Academy resources

Monday

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Tuesday

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Thursday

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Friday

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Saturday​

Phone Zone 5:30–6:30 PM EST

Max Out Monday 9–11 PM EST​​

Team Training 8–9 PM EST​​

Educational Workshop (Drill for Skill) 8-9 PM EST​​

Frontline Friday 10 AM EST (Jr. CFT and above

​​Strategic Saturday 12:00 PM EST

Important Resources

what to focus on

as a new agent

  • Invite your community to hear about who we are and what we do (booking match ups)

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  • Personal development - Always be growing

our team

Recommended Tools

Meet the Leadership Team

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Get to know the people leading Ladder Strategists.

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