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Book Services

Schedule a free consultation with us to get started

Client Booking

financial consultation

Initial Overview

Book an initial overview session with us to gain an in-depth understanding of our products and services. This will help in better planning for your financial needs and goals. Let us help you reach your financial dreams.

A couple at a business meeting

Financial Consultation

Take the first step towards financial success with a personalized financial consultation. Our team will work with you to create a customized plan to help you reach your financial goals. Schedule your free consultation today and start taking control of your financial future.

online meeting

Schedule Online Interview

Find out if you qualify to work with Strategic Ascent by assessing your financial standing. Our team evaluates your current financial situation to determine how we can best assist you in reaching your financial goals and building a secure future.

Working from Home

Revenue Partnership

Discover how we forge strategic partnerships through our revenue-sharing program. With over 30 years of industry experience, our team's longstanding success can be largely attributed to the strategic partnerships we've established. We'll provide a detailed explanation of how our compensation and partnership models function.

Agent Booking

team building

Fast Start

This is the initial step in the training process for new agents joining our team.

Online Meeting

Business Plan

First step after getting licensed and running your first 3 training appointments. Please choose your upline SMD+ for this meeting.

Online meeting

Strategy Session

Click here to schedule a strategy session with your upline MD or SMD.

Online meeting

CFT Interview

Please make sure you are pre-signed off by your upline MD before scheduling this interview. Begin your certification journey by joining our team as a Junior Certified Field Trainer.

Online Conference

MD Interview

Start your leadership journey with the MD interview. To qualify for this interview, you must be a CFT with at least 10 licensed agents on your team, including 3 direct agents, or have 60,000 personal points over the last 3 months.

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