Triad Partners

?? BIGGEST. SCALE. YET. ?? Over 430 of you are coming—and a ton of new faces. Here’s what to expect: ?? Sessions built for your role (not just high-level fluff) ?? Your whole team hearing from real-deal experts ?? Time to connect with the best in the biz ?? Clarity. Confidence. Momentum. ?? And yep—we’ll be doing business and life all week long Can’t wait to run with the wolfpack again ?? Let’s gooo! #ScaleSummit #DoBusinessDoLife #FinanicalAdvisors

Lifelong learners—and pretty stylish ones too. ?? One of our core values at Triad is being a student for life. Every month, our team hosts a Lunch & Learn where we teach each other—department deep dives, personal development, big company updates... you name it. This month our DBDL apparel team took the stage! Aly Acevedo Molly Melton Liz MacNeill Ross Top 3 takeaways: We're rolling out 3 seasonal launches this year for the DBDL apparel line Creating a custom shopping experience for our Members (think 11-star service) Shared our vision + goals for Team DBDL apparel moving forward Safe to say—this crew is building something special. Big things coming soon to?dbdl.com. ?? #DoBusinessDoLife #TeamTriad #CultureInAction #LifelongLearner

Bo Jackson’s greatest moment in sports? It wasn’t a home run. It wasn’t breaking a bat over his knee. It wasn’t running up the wall. It was the day his child was born. Bo was at a game when he got the news. He didn’t hesitate. He knew where he needed to be. So what did he do? He striked out — just to get ejected so he could go home. Success isn’t just about what you build. It’s about knowing when to walk away from the game. In what moment have you "walked away from the game" to choose what mattered most? #DBDL #Entrepreneurship #FamilyFirst

Nearly a decade ago, Sarah and I were in the kitchen while the kids were glued to Madagascar 2 in the living room.? During a lull in our conversation, we heard the wedding scene:? “Do you take each other for better or for worse?”? (Wait for it…)? “For better, please.”? We looked at each other and lost it.? That line became our inside joke. No matter what life throws our way, we always say we’re choosing “for better.”? But let’s be real—whether it’s marriage, business, or even just navigating life, you don’t get better without working through the worse. Growth happens in the tension.? That’s exactly what we’re diving into on this week’s episode with Christa Hardin. She’s breaking down how the Enneagram can help us understand ourselves (and each other) on a whole new level—so we can show up better in business, marriage, and life.? I hope you enjoy this episode, the full interview is up on our YouTube now!

Triad Pub is BACK—for one night only! ???? Our annual St. Patrick’s Day party was a blast—good vibes, great company, and just the right amount of shenanigans. ?? We are lucky to DBDL with our team!?#TriadPartners?#StPatricksDay

Most FMOs know your numbers. We know YOU. Our team made a slight tweak to one of our member's name tag at our past launch experience that just made his day! Just a friend doing something for a friend. Because at Triad, you’re not a "client". You’re part of the Pack! ?? #DBDL #TriadPartners #FinancialAvidsors

The future of financial advising is happening at #ScaleSummit. ??? At Scale Atlanta, we’re diving into the two biggest forces shaping financial advising: AI & Behavioral Finance. ?? Daniel Crosby, Ph.D.—a master of behavioral finance—will show you how to understand client decision-making on a deeper level (so you can guide them toward better outcomes). ?? Spenser Segal —an AI innovator in wealth management—will break down how to use AI to streamline operations, boost growth, and serve clients smarter. Drop a "??" if you're excited to sit in on these sessions! #WealthManagement #FinancialAdvisors #BehavioralFinance

Lawrence, Kan.-based Triad Partners has hired former Carson Group head of technology Quin Kilgore as CTO. It promoted Jessica Daniels, SPHR, SHRM-SCP, who was brought on last year as chief human resources officer, to COO. She joined from retirement savings firm Security Benefit.

We’re growing our leadership team and are thrilled to welcome Quin Kilgore as chief technology officer. Quin will spearhead the development of a seamless experience for Triad as he brings an impressive 11 years’ of experience as the former head of technology at the Carson Group. We’re also proud to name Jessica Daniels, SPHR, SHRM-SCP as Triad’s new chief operating officer. In her role, she will oversee day-to-day operations and ensure scalability for the Triad brand. With more than two decades of experience in wealth management and insurance, Jessica is well-equipped to drive excellence at Triad. Welcome to the WolfPack, Quin and Jessica! ??

Event Recap?? Big thanks to everyone who joined our Lunch & Learn and Dine & Discuss sessions—and to Jesse Riley from Triad Partners for braving the storm to share engaging insights on taxes, long-term care, and protecting your legacy. ?? Missed it? Catch the highlights! #ConfidenceFinancialPartners #ConfidenceFreedomPurpose #LunchandLearn #DineandDiscuss #FinancialAdvisors #NotYourAverageAdvisor