More than 400 advisory leaders to gather for four-day experience focused on creating businesses that elevate performance and quality of life

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors simultaneously pursue success, freedom and impact, announced its upcoming Scale Summit will take place March 3-6, 2026, at Live! by Loews in Arlington, Texas. Focused on helping advisors and their teams gain clarity, build confidence and create consistency, the immersive four-day experience is designed to unlock professional growth while enhancing quality of life.

Triad launched Scale Summit in 2025 to help advisors and their teams simplify decision-making and strengthen execution for sustainable growth. With more than 400 attendees expected at this year’s event, founders and team members will come together for hands-on learning and practical application. By bringing every seat in the organization into the conversation, Scale Summit underscores Triad’s belief that scalable growth requires aligned leadership, refined teams and repeatable systems across the entire firm.

“Every experience we create is designed to help advisors build businesses that last,” said Brad Johnson, co-founder of Triad Partners. “Scale Summit gives teams actionable strategies to identify and scale what works, strengthen leadership across roles and instill consistency that supports business performance and personal fulfillment. Through these immersive hands-on experiences, we are creating an environment where advisors can learn from other leaders on what it takes to lead businesses of significance and support long-term sustainable growth.”

This year’s Scale Summit will build off the strong member engagement and momentum generated at Triad’s Launch 2026 in January and the continued expansion of its Sales Lab series. Together, these experiences reflect Triad’s broader commitment to equipping advisors with the leadership, systems and execution strategies needed to build enduring businesses, develop leaders at every seat and create legacies that extend beyond the firm.

The agenda includes role-specific breakout sessions spanning sales, planning, operations, marketing, compliance and leadership functions. Attendees will learn how to create a business that runs on clear leadership structure, accountability and repeatable processes. Sessions include topics such as jumpstarting a predictable marketing and referral engine, improving sales conversion and client communication, leveraging AI to increase productivity without adding headcount and deepening relationships with higher-value clients through more integrated planning strategies.

In addition to these targeted breakout sessions, Jefferson Fisher, New York Times bestselling author of “The Next Conversation: Argue Less, Talk More,” host of the Jefferson Fisher Podcast and founder of the Jefferson Fisher School of Communication, will headline a live Q&A with Brad Johnson. Drawing on his background as a trial lawyer and communicator with more than 13 million followers, Fisher will share practical approaches for improving communication, strengthening leadership presence and navigating high-stakes conversations across teams and client relationships.

Beyond the structured sessions, attendees will conclude the experience with a Final Farewell Night at Texas Live’s PBR Cowboy Bar. The evening of food, music and celebration is designed to close four days of learning by strengthening relationships and fostering closer collaboration among team members and attendees.

“Scale Summit and our Sales Labs are designed as true experiences that bring our community together, inspire fresh thinking and spark action that carries back into every day of running a firm,” said Shawn Sparks, co-founder of Triad Partners. “We’ve created these experiences to give advisors and their teams the chance to reflect, connect and return energized to make meaningful progress for their clients, their teams and themselves.”

Triad also announced the continued expansion of its Sales Lab series throughout 2026. Held at Triad’s headquarters in Lawrence, Kansas, the Sales Labs are bimonthly events that help advisors and sales-focused team members implement proven sales practices that deliver real-world results. The core framework will remain consistent, with future Labs expanding beyond sales into operations and marketing tracks throughout the year. Upcoming sessions are scheduled for April 12-14, May 3-5, June 14-16, August 9-11 and October 18-20.

To learn more about Triad and its resources to empower advisors, visit 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 help 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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