Triad Partners

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. #Table26

The Table is officially a wrap! 🙌 We came together to learn from the SHP team, but we left with so much more: real conversations, new connections, and founders sharpening each other to build businesses that become their greatest asset. Our biggest takeaway: Get accurate about where you are before you decide what's next. Be intentional. Stay growth-minded. To SHP Financial: thank you for your honesty, your vulnerability, and your heart for the community. This week wouldn't have been the same without you. Wolfpack, we'll see you in January at Launch! 🐺🚀

The Table is over… but the growth doesn't stop here. Next stop: Launch 2027 in Marco Island, Florida 🌴 We'll see you soon, wolfpack. 2027 is going to be our best year yet! 🐺 #Table26

Pack Dine Arounds at The Table are where the room gets smaller, and the connections get stronger. We're intentional about keeping this community close & connected. 🫂 This is what it looks like to run as a pack. Do Business. Do Life. #Table26

If you've ever felt like you're wearing every hat, figuring it out as you go, or wondering whether you'll ever get out of the weeds, SHP Financial has been there too. Every great firm starts in the messy middle. Keith Ellis, Derek Gregoire, Matthew C. Peck, CFP®, CIMA®, and Michelle Short got honest about those early days and what they learned along the way: ✔️ Partners don't need to agree on everything, but they do need to share the same values ✔️ Build a team of the right people, and move on quickly when it's not a fit ✔️ You can't run a business by email ✔️ Give your team a vision to rally behind Over the next two days, they're breaking down the step-by-step strategies that took them from there to here. Let's go! 🐺 #Table26

Day 1 of The Table in the books! A nor'easter kept Keith, Derek, Matt, and Michelle from SHP from flying in, but that didn't stop them from joining Brad on screen and getting real about the pivotal moments that shaped their firm: what broke, how they responded, and what they know now. Add in KC BBQ rubs, a magician, a DJ, and some Sunday football, and it was one unforgettable opening night. Can't wait for Day 2! 🐺 #Table26

Nothing beats kicking off The Table close to home. 🏡 Our team is in Kansas City for The Table, and we're excited to serve these founders for the next couple days. Let's go! 🐺 #Table26

Last year's Table brought together founders who are ready to build what's next. This year, we're back. Same caliber of people. Same level of conversation. Even more on the Table. See you in a few days, Wolfpack!

3 headlines every independent advisor needs on their radar this week. 👇 We pulled these straight from the Triad Brief: our bi-weekly signal on what's moving in the independent space, what our coaches and operators are seeing in real firms, and what's actually worth your time. There are 2 more articles we didn't post here! To get access to all 5 articles (plus every issue going forward) click the link in our bio and sign up for free!

Some rooms you walk past. But some rooms can transform your year. Last year, founders came together and sat down for three days to do something most people just talk about: they actually planned out the year ahead. From vision to culture, sales to marketing to operations, they mapped it all out, piece by piece. This year, we're back, and we've got a story worth being at The Table for. The Table's set. See you next week, Wolfpack. 🐺