We're heading into the final stretch of the year, and this month's calendar is loaded: the calls, the Packs, and another in-person experience that will help you close out Q3 strong and walk into Q4 with a plan. Here'severything on the calendar and where to find it.
If these calls aren't already on your schedule, take two minutes now to get them added.
Founders Only
(September 14 at 2:00 p.m. CST)
This month's founders-only Triad Track session will be built around a high-impact topic built to recognize momentum, surface real wins, and sharpen how you grow. Clear, focused, founder-level.
DBDL Academy ALL Group Call
(September 21 at 2:00 p.m. CST)
Kenzie Olejnik, Triad’s Culture and Enneagram Coach, will host this month’s session and will provide a new perspective on the Enneagram’s impact on culture: less about your number, more about how your team communicates, decides, and handles conflict. Built for founders and their teams.
Join Zoom → Meeting ID: 817 0607 9051
The Table | Loews Hotel, Kansas City
(September 27-30)
Our executive gathering with SHP opening their full playbook is here. Registration closed August 11, so consider this a save-the-date for everyone already on the list. Confirmed attendees, keep an eye on the Triad Experiences App for your schedule, session details, and dine-around assignments. Learn more at triadexperiences.com.
Founders Pack Calls
Rotating sessions built exclusively for Founders.
Blue Pack (September 8 at 12:00 p.m.)
Gold Pack (September 9 at 10:30 a.m.)
Green Pack (September 10 at 10:30 a.m.)
Orange Pack (September 22 at 12:00 p.m.)
Red Pack (September 23 at 12:00 p.m.)
Teal Pack (September 24 at 10:30 a.m.)
Coaching Packs & Calls
Focused teaching plus open discussion, so you learn from both Triad coaches and fellow members.
Life Insurance Pack (September 2 at 1:00 p.m.)
Compliance Pack (September 3 at 10:00 a.m.)
Operations Pack (September 11 at 10:00 a.m.)
Sales Pack (September 14 at 10:00 a.m.)
Enneagram 101 with Kenzie (September 15 at 11:00 a.m.)
Messaging Pack (September 16 at 11:00 a.m.)
Unified Planning Pack (September 17 at 1:00 p.m.)
Marketing Pack (September 24 at 1:00 p.m.)
Triad Office Closures
September 7: Labor Day, Triad Closed
Showing up is half the battle, but it's where the real progress happens. Get these on your calendar and we'll see you all online (and some of you in Kansas City) this month.
Questions on any of the above? Email [email protected] and we'll get you sorted.
Full September 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.