Triad’s first-of-its-kind strategic planning event brought together founders from across the country to strengthen their businesses in alignment with Triad's 5 Principles to Scale
Triad Partners, the financial services organization dedicated to helping advisors balance success, freedom and impact, recently hosted its inaugural “The Table” experience. Taking place September 30 to October 3 at the Renaissance Baltimore Harborplace Hotel, this first-of-its-kind event brought together founders and key executive personnel from financial advisory firms nationwide to engage in deep reflection, intentional planning and bold leadership conversations to help shape strategies for 2026 and beyond.
The Table experience was grounded in Triad’s 5 Principles to Scale: Vision, Culture, Marketing, Sales and Operations. Triad’s proven framework is designed to help founders scale intentionally, not by accident. Interactive workshops, breakout groups and Q&A sessions aimed at addressing founders' most pressing business challenges allowed each attendee to craft a bold but executable strategy, while hands-on exercises helped further refine their approach across key areas of their businesses. At the same time, dedicated time was set aside for networking, collaboration and sharing best practices. From operational delegation to culture-building to elevating sales conversations, every session was anchored in the same core belief: Founders don’t have to sacrifice personal freedom for business success.
“We designed this brand-new experience to help owners create more freedom in their lives, not just more production in their business,” said Brad Johnson, co-founder of Triad Partners. “Many founders don’t have a concrete plan to get where they want to go. We structured The Table to help each founder truly zoom out and clarify their unique vision in a way that is purposeful, actionable and attainable.”
Carey Lohrenz, the first female F-14 Tomcat fighter pilot in the U.S. Navy and a Wall Street Journal bestselling author, delivered the main stage keynote. Drawing on her aviation experience, Lohrenz shared powerful lessons on fearless leadership, decision-making under pressure and building high-performing teams.
“Carey’s message was the perfect complement to our mission,” Johnson added. “She reminded every founder in the room that courage and clarity are non-negotiables if you want to lead your firm, and your life, at the highest level.”
The Table was preceded by membership sessions led by Michael Hyatt, founder and chairman of performance coaching company Full Focus. This group of industry leaders meets in person three times a year, with each interaction building on the prior, ultimately focusing on continuous learning and growth to build better leaders, teams and processes. Key themes include not just avoiding burnout, but also thriving in both business and life.
Triad’s experience calendar continues with Influence & Impact Training, scheduled to take place later this month at the firm’s new state-of-the-art headquarters in Lawrence, Kansas. This immersive experience is the next evolution for advisors and team members who have completed Triad’s 5-week virtual bootcamp.
Influence & Impact attendees will:
- Sharpen client conversations through advanced instruction and live role-play
- Strengthen belief transfer skills that help retirees embrace the next season of life with confidence
- Exchange top-performing tools and strategies with other high-achievers
- Grow in confidence and clarity—together, as a community
“Our members have been asking for a room where they can pause, reflect and level up with their teams,” said Jessica Daniels, COO of Triad Partners. “The Table and Influence & Impact are about more than tactics. They’re about building firms of significance—where business growth and personal freedom are both part of the plan.”
The Table arrives on the heels of another major milestone, Triad Wealth Partners, the wealth management affiliate of Triad Partners, recently surpassed $1 billion in AUM in under two years. As the firm enters its next phase of growth, it remains true to its founding mission of creating an industry where advisors don’t have to choose between building a business of significance and living a life of significance.
Advisors ready to stop chasing production and start building a business that fuels their freedom, this is your sign. Learn more about the DO BUSINESS. DO LIFE.™ mission at triadpartners.com.
About Triad Partners
Triad Partners, founded in 2020, is a leading field marketing organization dedicated to transforming the way financial advisors approach their businesses by embracing a "DO BUSINESS. DO LIFE.™" mentality. Triad provides advisors with the resources, tools and support they need to achieve limitless growth and personal freedom, while focusing on aligning their lives with their values and aspirations—not just scaling a business. Through thoughtfully designed programs, financial advisors gain the knowledge and strategies to elevate their businesses, reclaim their time and prioritize what truly matters. By empowering its members to grow with purpose and balance, Triad Partners helps them build a future defined by freedom, happiness and the ability to thrive both professionally and personally.
About Triad Wealth Partners
Triad Wealth Partners is a financial services company empowering advisors to build businesses of significance through a robust platform offering investment management, financial planning, operations and compliance support and practice management solutions. It serves as a trusted partner within a passionate community of growth-minded professionals that provides an innovative platform that catapults advisor business growth and reinvigorates advisor-led teams while serving their clients at the highest level. To learn more, visit www.triadwealthpartners.com. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser.
Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.
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