STANDARD DEVIATIONS PODCAST: Shawn Sparks – The Advisor Transformation


This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Shawn Sparks of Triad Partners

Shawn Sparks has worked with hundreds of advisors throughout his career, showing them how to be better business owners and to achieve the growth in business and life that they deserve. His company, Triad Partners, coined the phrase “Do Business, Do Life” (#DBDL) as a testimony to the possibility of achieving balance as a high achieving advisor. Shawn’s mission is to show advisors strategies for scaling their business that truly supports the lifestyle they desire – while avoiding burnout and improving all aspects of their lives. Shawn puts what he teaches into practice. As the co-owner of one of the fastest growing FMOs of all time, husband and father of 4 kids, he knows firsthand what it’s like to grow a business while raising a young family.

Tune in to hear:

  • What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation?
  • What distinction does Shawn draw between success and significance?
  • How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? 
  • What is Martin Seligman’s PERMA Model and what can we learn about finding fulfilling work from this model? 
  • Among the advisors Shawn has encountered, what kinds of visions propelled them to great professional heights? Why is a vision that is “I” focused often doomed to fail?
  • What has Shawn done to make the culture at Triad so unique and central to their ethos?
  • What is the most effective way to hire and screen candidates who are a good culture fit?
  • How can advisors better de-commoditize their advisory businesses?

Compliance Code: 0936-OAS-4/17/2024


Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby, the personality behind STANDARD DEVIATIONS podcast, is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.

Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.