Triad Partners

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Triad Partners Helping financial advisors grow their firms without giving up their lives. We’re on a mission to Do Business. Do Life.

Would you give a brand-new hire the keys to every client account on their first day? Probably not, but that’s how a lot ...
10/17/2026

Would you give a brand-new hire the keys to every client account on their first day?

Probably not, but that’s how a lot of advisors are tempted to roll out AI.

In the latest from Brad Johnson on WealthManagement.com, Triad’s CTO Quin Kilgore and CCO Shannon McGinnis lay out why AI deserves the same onboarding as any new team member: vetting, a clear policy, defined access, training, and ongoing oversight.

Swipe through for the highlights, then tap the link in bio to read the full article on WealthManagement.com! 📖

Here's a behind the scenes look of August & September at Triad! 📸
10/14/2026

Here's a behind the scenes look of August & September at Triad! 📸

10/12/2026

Your clients tell you exactly what they want. The question is, are you listening?

Every detail a client shares is a clue. Birthdays, hobbies, milestones. It all matters.

Get it into your CRM. Track it. Get your whole team looking for it. Because you can't read minds, but you can build a process that never forgets.

And when a client notices that you remembered, that's what turns a client into a referral.

10/09/2026

Some people say don't bring kids to a company retreat. We say bring them.

Because we don't believe in choosing between building something great and being there for the people you love.

Here's a mistake that's easy to make (even for great advisors)!It's easy to skip the rep: no role-playing the pitch, no ...
10/07/2026

Here's a mistake that's easy to make (even for great advisors)!

It's easy to skip the rep: no role-playing the pitch, no rehearsing the first meeting, just showing up and winging it in front of a real prospect.

Just think about your favorite sport. Those athletes don't improvise. They drill their skills until they're automatic. Your pitch deserves the same treatment.

This is exactly what we do at the Triad Sales Lab. We spend time practicing, getting real feedback, and walking into the real thing ready.

Try this: take 30 minutes this week, grab someone from the pack, and run your pitch or first meeting out loud. 🐺

Want to join a Triad Sales Lab? Click here: https://triadpartners.com.

Key takeaways from The Table. 📝SHP built a firm so successful it attracted a landmark exit, and this week they showed ou...
10/05/2026

Key takeaways from The Table. 📝

SHP built a firm so successful it attracted a landmark exit, and this week they showed our founders how to build it, scale it, and make it their greatest asset.

Swipe through, save it, and tell us: what was your biggest takeaway? 👇🐺

10/05/2026

Are you ghosting your best clients?

What does your firm do to create more meaningful touch points with clients? 👇

🎥 Session by marketing coach Ali at our 2025 Table Experience.

10/01/2026

From building it alone to mentoring a room full of advisors. 🔥

The SHP team took the stage at The Table to share the moments that shaped their firm: the wins, the setbacks, and the lessons they learned along the way.

Their message was simple. Growth changes everything, and the business and the owner have to evolve together.

Address

730 New Hampshire Street, Suite 222
Lawrence, KS
66044

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5am
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17858300000

Website

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