Hey, Triad crew!
August is all about finishing the summer strong. Summer's winding down, and that means it's time to tighten up before Q4 hits. This month's coaching lineup is built to help you sharpen your systems, align your team, and walk into the final stretch of the year with real momentum.
Be intentional about what you show up for. These calls are where the work actually happens. If they're not already on your calendar, click here to get signed up.
Founders Only
Monday, August 10 at 2:00 p.m. CST
Led by Shawn, this session brings a high-impact topic plus a case study from the Case Planning team, designed to challenge your thinking and elevate your decision-making.
Triad Lab Sales Training
August 10-11 · In-Person at Triad HQ
An in-person experience at Triad HQ built to sharpen your sales approach and give your team hands-on training they can put to work immediately.
DBDL Academy ALL Group Call
Monday, August 31 at 2:00 p.m. CST
Join Brad Johnson for a live conversation with Tricia Sciortino, CEO of BELAY. Tricia started her career at BELAY as an Executive Assistant and rose to CEO, giving her a firsthand view of every stage of growth.
Together, they'll explore what breaks as organizations scale, how strong leaders build cultures of ownership, and the systems and habits that help teams grow without losing what made them successful in the first place. Whether you're a founder or team member, you'll walk away with practical insights on leadership, accountability, and building a culture that lasts.
Designed for founders and their teams.
Join Zoom → · Meeting ID: 817 0607 9051
Principle Packs
Focused teaching plus open discussion, so you learn from both Triad coaches and fellow Members.
Sales Training · Aug. 17 at 10:00 a.m. CST
Operations · Aug. 14 at 10:00 a.m. CST
Culture · Aug. 19 at 11:00 a.m. CST
Marketing · Aug. 27 at 1:00 p.m. CST
If these calls aren't already on your calendar, take two minutes right now to get them added. Email [email protected] and we'll help you get set up.
Showing up is half the battle, but it's where the real progress happens. See you all online this month as we close out summer and set the tone for a strong month. 🔥
Full August Coaching Calendar
Triad coaching is provided only for informational purposes. Member-led conversations are designed to facilitate the sharing of different ideas and experiences. All participants are responsible for ensuring the regulatory compliance of the concepts or strategies shared, prior to implementation. All firms should seek guidance from their applicable compliance resource. Investment Advisors are strongly encouraged to seek pre-approval from any applicable broker dealer or Registered Investment Adviser with which they may be affiliated. Individual experiences will vary. For Financial Professional Use Only.