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Scale Summit

March 3 – 6, 2026
Arlington, TX

More information coming soon

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Book Room

Book Room
Deadline to register: September 18

Agenda

11:30AM-1PM

Registration

1PM

Triad Wealth Partners Bootcamp (Optional)

Best suited for: Advisors and Planners, Open to All Positions

Join us for a Planning Bootcamp designed for advisors and planners looking to enhance their expertise and ability to deliver Financial Planning that covers the Five Worlds.

*All Triad Members welcome, even if you are not a current Triad Wealth Client!

Attend one or both days to boost your skills, expand your toolkit, and stay ahead in the financial planning game!

Day 1: Foundational Planning Principles. Refresh your knowledge on core financial planning principles surrounding the Five Worlds (Income, Investments, Tax, Healthcare, Legacy/Estate). Perfect for new advisors and planners or those needing a solid grounding.

Investment advisory services offered through Triad Wealth Partners, LLC, an SEC Registered Investment Advisor. 

6PM

Connect & Dine

9AM

Triad Wealth Partners Bootcamp (Optional) (Continued) 

Empire Rooms

Best suited for: Founders & Advisors

Day 2: Advanced Planning Concepts and Processes:

For those who want to dive deeper, Day 2 will be all about tax optimization, estate planning, and advanced strategies to elevate your financial planning playbook. You’ll learn how other Members incorporate these concepts into their practice.

Investment advisory services offered through Triad Wealth Partners, LLC, an SEC Registered Investment Advisor. 

12pm-4pm

Registration

The Terrace

1:30PM

2025 Goal Setting | Michael Hyatt  (Optional)

Main Session: San Francisco | Chicago

Best suited for: Founders & Teams
Tap into Michael’s expertise about setting goals and how to reach those goals in 2025.   Set the stage and get the wheels turning for the Founders/COO workshop on the 12th. *Not required, but recommended, to attend Founders workshop on the 12th.

3:15PM

First Time Attendees, Welcome: An Introduction for New Faces  (Optional)

Main Session: San Francisco | Chicago

If you’re new to the Scale Summit Experience, this session is your perfect starting point. Join us to connect with fellow newcomers, gain insights on making the most of the summit, and ease into the event with some fun ice breakers. We’re here to ensure you feel right at home from the moment you arrive!

4PM

Official Scale Summit Kick- Off: Community Connections 

The Terrace

Join us for an energetic Happy Hour designed to spark casual conversations and meaningful introductions throughout our community. With a live DJ setting the vibe, enjoy a variety of delicious snacks and drinks as you mingle and connect with fellow members. This is the perfect opportunity to build new relationships and strengthen our community bonds in a fun and relaxed atmosphere.

5PM

Building Champions: A Q&A with Tim Tebow on Teamwork, Perseverance, and the Pursuit of Excellence

Main Session: San Francisco | Chicago

Get ready for a session featuring none other than Tim Tebow, a true champion on and off the field. In a candid Q&A format, Tim will share how he’s mastered the art of team building, rallying those around him to achieve greatness. He’ll discuss the power of putting in the hard work, day in and day out, to reach success. From honing his craft with discipline and dedication to excelling in high-pressure situations, Tim’s insights on perseverance, teamwork, and the relentless pursuit of excellence will leave you motivated and ready to tackle any challenge!

6:30PM

A Taste of Kansas City

Union Station

Get ready to experience Kansas City like never before! Immerse yourself in the swanky vibes of the city that blends classic charm with modern flair. From sizzling BBQ to jazz-filled nights, let ‘A Taste of Kansas City’ take you on a journey through its rich flavors, vibrant culture, and unforgettable style. Join us for an exclusive evening where the heartland meets high style—Kansas City awaits!

6:30AM

BREAKFAST

The Terrace

8:30AM

Unlocking Potential: Team Panel

Main Session – San Francisco | Chicago

Get ready for a dynamic panel discussion where leadership takes center stage! Our amazing panelists will share their exhilarating journeys from being the ultimate “jack of all trades” to becoming game-changing leaders who inspire and empower their teams. Discover how they’ve transformed their roles, fostering a culture of growth, and aligned their efforts to make a real impact both in business and in life. In this lively session, you’ll uncover 1-2 actionable steps with relevant deliverables from each state of their business growth, packed with insights that will resonate with all member firms, no matter the size of team.

9:15AM

PANEL EXTENSION | Q&A

Main Session – San Francisco | Chicago

9:45AM

Break

10AM

Breakouts

Leadership in Action: Strategies for Empowering Effective Leaders Featuring Michael Hyatt

Main Session – San Francisco | Chicago

Best suited for: Founders & COOs
Join us for an exclusive mastermind session led by Triad strategic partner, Michael Hyatt, designed specifically for Founders and COOs. This dynamic session is designed to elevate your leadership and empower you to lead with greater impact. Along with Q&A led by Brad Johnson and Michael Hyatt, we’ll dive into hot seat spotlights where selected founders will receive personalized coaching and actionable insights to tackle their most pressing leadership challenges. Whether you’re just starting to build your team or looking to refine your approach as you scale, this session offers a unique opportunity to enhance your leadership skills and drive your team towards greater significance. *If you have a COO, please encourage them to attend this session.

Unified Planning in Action: Real Case Studies and Winning Strategies 

Empire A

Best suited for: All Advisors

Learn comprehensive strategies across the five worlds of planning: income, investment, tax, healthcare, legacy. Understand how to address wealth transfer and preservation, manage long-term care expenses, create sustainable retirement income, diversify portfolios, and implement tax-efficient strategies. Discover how to incorporate all lines of business into a unified financial plan for maximum synergy and client service. See real-life examples of successful unified planning and recent wins for our members’ clients, sharing best practices and key takeaways.

Elevating Team Operations to Unbeatable Efficiency

Empire B

Best suited for: All Operations
This session is designed to equip your team with the essential tools to excel in client service, strategic gifting, effective delegation, next-gen team meetings, regulatory compliance, reporting, data integrity/KPI management. By learning how to systematize these key areas, your team will ensure that every client promise is met with precision and excellence. This streamlined approach is designed to not only elevate client satisfaction but also help organically drive more referrals, positioning your business for long-term growth and impact.

Maximizing Your Current Marketing Funnels 

Empire C

Best suited for: Marketing
Unlock the power of your marketing funnels by refining how you work leads through the sales process and re-engage past clients. In this session, we’ll explore strategies for optimizing lead management, nurturing relationships, and inviting prospects back into your funnels. Learn to personalize outreach, leverage referral programs, and track success, ensuring that every touchpoint drives conversions and deepens client loyalty. Walk away with actionable tactics designed to boost engagement, acquire new clients, and ultimately grow your practice.

Professional Excellence: Essential Best Practices & Leadership Development for Workplace Success 

Chouteau B

Best suited for: Any team member
Join us for a transformative session on Professional Excellence, designed to elevate your presence and effectiveness in the workplace. We’ll cover essential best practices, including mastering virtual meetings, effective communication, and time management. Learn the importance of preparedness, networking skills, continuous learning, and professional etiquette. Enhance your communication and presentation skills, and embrace accountability and ownership. This session will equip you with practical tips and actionable strategies to excel in your career and make a lasting impact in your organization. 

11:30AM

Lunch 

The Terrace

1PM

Breakouts

Visionary Leadership: Mastering Visual Modeling & White Boarding  

Main Session – San Francisco | Chicago

Best suited for: Marketing & Sales
Learn the importance of visual tools for communication, idea generation, and client understanding. Master essential techniques, including diagrams, charts, and frameworks, to structure information effectively. Discover best practices for client interactions, craft compelling visual narratives, and engage in collaborative planning. Benefit from real- world case studies, group discussions, and strategies to develop leadership presence. Integrate visual content into sales and marketing, and gain access to tools, templates, and resources for mastering visual modeling and whiteboarding. 

Leverage Planning Software for Crafting Persuasive Narratives & Onboarding Higher Net Worth Clients

Empire B

Best suited for: Sales
Join us for a dynamic breakout session designed to elevate your client interactions using various planning software deliverables specifically during point-of-sale client meetings. Discover how to craft personalized, compelling and informative narratives that resonate with clients’ goals, visualize impactful financial scenarios, and illuminate time sensitivity with data-driven insights. Learn to build trust, address objections with confidence, and demonstrate long-term value, helping to ensure your recommendations are not only heard but acted upon. 

Mastering Reviews & Review Prep to Help Gain Referrals, Capture More Assets, and Insulate Existing Client Base

Empire C

Best suited for: Service Advisors, Client Service & Planning

Learn how to meticulously prepare for client meetings to enhance your service quality, provide comprehensive client care, and boost your professional confidence.

Streamlining New Business Processes: Best Practices for Tracking Transfers & Managing Client Service Requests 

Chouteau B

Best suited for: New Business

Join us for an in-depth breakout session focused on mastering the complexities of new business processing and request management. This training will cover accurate transfer tracking, efficient information requests from advisors, and managing ongoing requests with ease. You’ll gain insights from real-life case studies, explore best practices and automation tools, and engage in interactive discussions. Enhance your ability to maintain transparency, streamline communication, and ensure timely completion of tasks, all while addressing common challenges and pitfalls.  

Data-Driven Leadership: Mastering Data Integrity & KPI Management for Operational Excellence 

Empire A

Best suited for: Operations & Marketing
Learn the importance of accurate data in decision-making, discover essential KPIs for driving performance, and understand how to leverage data for strategic planning and leadership development. Dive into practical tools and technologies, participate in hands-on exercises, and collaborate with peers to share insights and best practices. This session will empower you to make informed decisions, optimize your operations, and ensure organizational success. 

Appointment Setting Mastery: Turning Prospects into Clients with Confidence & Skill 

Chouteau A

Best suited for: Appointment Setters & Director of 1st Impressions
Learn to craft compelling opening statements, develop concise pitches that highlight the value of financial advisory meetings, and build rapport and trust with prospects from the first interaction. Master techniques to overcome objections and differentiate your services. Explore effective follow-up strategies and discover the best tools and technologies to streamline your appointment-setting process. Enhance your skills and ensure every prospect interaction is a step towards success.  This session is not only designed for those directly involved in appointment setting but is also highly beneficial for anyone in a prospect-facing role.

2:30PM

Break

2:45PM

Teamwork Takedown 

Main Session – San Francisco | Chicago

Get ready for a thrilling team-building experience led by our Director of Culture, Kenzie, and the incredible Culture team! In “Teamwork Takedown,” you’ll dive into a series of Olympic-style games that are both competitive and fun. These dynamic challenges will test your collaboration, creativity, and communication skills as you and your team compete in a variety of exciting tasks. Whether you’re strategizing to win or cheering each other on, this activity is all about strengthening bonds and celebrating the spirit of teamwork. And, of course, there might be some prizes and bragging rights up for grabs! Let’s embrace the challenge and rise to victory together!

3:45PM

Community Synergy: Inspiring Collaboration, Igniting Ideas 

Main Session – San Francisco | Chicago

Collaborate with YOUR team and bring ideas to life with actionable next steps. After working together, each team will present their biggest takeaways, showcasing their innovative approaches to the entire community. It’s all about teamwork, creativity, and shared significance!

6PM

Grand Finale: An Evening of Significance & Memories

No Other Pub

No Other Pub in Kansas City is the ultimate spot for a night of fun and excitement. Located in the heart of the Power & Light District, this dynamic venue is a blend of sports bar, gaming haven, and social hotspot. With its giant screens, lively atmosphere, and endless entertainment options—from bowling and foosball to arcade games—there’s something for everyone. Whether you’re catching a game, enjoying craft drinks, or challenging friends to a round of games, No Other Pub guarantees an evening filled with laughter, friendly competition, and unforgettable memories.

11:30AM

Team Departures at Leisure

If you are NOT attending the Michael Hyatt Founder session, book flights for any time on Saturday, October 12th. Transportation will be provided to the airport.

8:30AM

BREAKFAST

The Terrace

9:30AM-12PM

Strategic Planning Made Simple: 5 Proven Steps to Create, Align, and Execute a Winning Business Plan with Michael Hyatt

Best suited for: Founders (COOs Optional)

Ideal departures from MCI any time after 3:30PM. Transportation will be provided to the airport.

The “Strategic Planning Made Simple” workshop with Michael Hyatt will be an empowering session designed for founders to set and achieve ambitious objectives for the year ahead. Michael Hyatt will lead the workshop, sharing his expertise on goal-setting, strategic planning, and execution.

Participants will engage in hands-on activities to define their 2025 goals, break them down into manageable milestones, and develop actionable plans. The workshop will cover techniques for overcoming obstacles, maintaining motivation, and tracking progress effectively.

The session will also include interactive discussions and exercises tailored to the specific challenges and opportunities faced by the founders. Michael Hyatt’s insights will help participants create a clear, actionable roadmap to turn their goals into reality, ensuring they leave with a solid plan to make 2025 a breakthrough year for their businesses.

12PM

TO-GO-LUNCH BOXES

SPECIAL GUESTS

Michael Hyatt

Michael Hyatt is a renowned leadership expert, best-selling author, and former CEO of Thomas Nelson Publishers. Known for his insights on personal productivity, goal-setting, and work-life balance, he founded Full Focus, a leadership development company that helps individuals and organizations achieve peak performance. Hyatt’s books, such as Your Best Year Ever and The Vision-Driven Leader, have empowered leaders around the world. Hyatt is also a sought-after speaker, the host of the Lead to Win podcast, and a strategic partner with Triad, where he contributes his expertise in leadership development and strategic planning.

Tim Tebow

Tim Tebow is a two-time national champion, Heisman Trophy winner, College Football Hall of Fame inductee, first-round NFL draft pick, and a former professional baseball player. The five-time New York Times best-selling author, speaker, and college football analyst is most passionate about his work with the Tim Tebow Foundation, whose mission is to bring faith, hope and love to those needing a brighter day in their darkest hour of need. The foundation is currently fighting for some of the most vulnerable people around the world in over 90 countries and counting. Tim is married to Demi-Leigh Tebow, a speaker, author, entrepreneur, and Miss Universe 2017. Tim and Demi live in Jacksonville, Florida, with their three dogs, Chunk, Kobe, and Paris.

DJ Eric Rhodes

DJ Eric Rhodes is a talented and versatile DJ known for his dynamic performances that blend a wide range of musical genres, creating unforgettable experiences for audiences. With a deep passion for music and an impressive ability to read the crowd, he has become a sought-after DJ for high-profile events, corporate functions, and private parties. Eric’s skillful mixing and engaging stage presence ensure that every event he plays is lively and energetic, making him a go-to choice for those seeking exceptional entertainment.
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