Triad Partners

As 2025 gets started I would like to introduce my new philosophy it’s called #DBDL. We want to do business with the people we want to do life with. If I haven’t introduced myself in a while, I’m Josh. I’m married to my beautiful wife Nicki, I have 2 daughters Grace and Charlotte. I am a man of faith who loves the Lord. I own a business where I get the privilege to teach people the mistakes I have watched so many other people make. I can help you avoid the trap doors that you might not see coming. If I can serve you and your family in any way please reach out! Make 2025 your best year ever!

Let’s take a moment to look back on 2024 ✨ This year, we grew, learned from incredible leaders, traveled to amazing places, busted some dance moves, and connected with our community. Most importantly, we supported each other in building businesses and lives of significance. Cheers to everything we’ve accomplished in 2024—and here’s to Doing Business and Doing Life on an even greater scale in the year to come! 🥂 #TriadPartners #DBDL

“I’m at a point where if it’s not enjoyable, I don't want to be there. I don’t want to do something that's not a good time for me and my team.” – Craig Sullivan This week, we’re spotlighting Triad Members Craig S. and Bonnie Becker of Sullivan Financial Partners.   In just a year, they skyrocketed their net new assets from $32M to $60M—and Craig cut back to working only 20 hours a week.   Here’s what made it happen:   👉 Streamlined operations for effortless scaling 👉 Transitioning from founder-led to team-driven growth 👉 Designing their org chart for maximum freedom and flexibility   Happy holidays from everyone on the DBDL podcasting team!

Start the new year with us at Triad Partners! We're looking for some talented, motivated, DBDLing individuals to join our team! Swipe to see our open positions. Benefits: ▲ Competitive compensation ▲ Fully paid health, dental & vision ▲ Unlimited PTO ▲ 401K plan ▲ Hybrid schedule ▲ Monthly team experiences Join a group of people who have the same calling you do-- building a business & life of SIGNIFICANCE. #DBDL Apply now on our career page!

Who is a leader in your life who has made a meaningful impact on you? Comment below! #TriadPartners

We believe in celebrating success not just in business, but in life, too! 🥂 Each year, we gather as a team to share our "Do Business, Do Life" champagne moments—personal wins and milestones we’ve accomplished over the past year. We also set new goals for the year ahead and share them with the entire team. We’re so proud of the ways our team has grown personally, and learning what matters most to them truly inspires us. Cheers to these 2024 champagne moments! #DBDL

It’s always an honor to sit next to peers who inspire you and push our industry to maximize the impact we can make in people’s lives. Alison Susko and Nathan Lukow, you crushed our panel and loved digging into how firms are solving the #frankenstack dilemma. Thank you to Joel Bruckenstein for moderating and to Brian Hamburger, Anthony M. Stich, Ryan Marcus and the entire MarketCounsel Consulting team for putting on an incredible gathering. There’s no better way to end the year than with long-time industry friends and new ones. And it’s always a plus when you get to travel and spend more time with your favorite CCO (the one and only Dani Hampton IACCP® 😀). So thankful to also have the opportunity to highlight the platform that’s being built at Triad Partners and Triad Wealth Partners and all of the talented advisors we work with every day. So excited for what’s ahead in 2025! #MSUM2024 #DBDL

I had so much fun at Triad Partners’ Holiday party with Shannon McGinnis and the rest of the Triad crew! Happy Holidays everyone!

Our holiday party was filled with laughter, dancing (as always 😉) , and DBDLing with our favorite people. 💃🕺 As we wrap up this year, we're beyond thankful for the memories we've created together and the amazing team who makes it all possible. Here's to closing out the year with a bang and building a business of significance in 2024! ✨🥂 #TriadPartners

And the Dundie goes to … We kept our love of The Office going with our first annual Dundie Awards. 🏆🍾 What a night and so thankful for this team (and to Megan Tetuan and Lyndsy Dvorak for turning this idea into a true expierence). Had so many laughs and love adding to the traditions we’re creating. Congrats to all of our Triad Wealth team Dundie winners! Triad Wealth Partners | Triad Partners #dbdl