Privacy Policy

Last Updated: September 4, 2026

We are dedicated to protecting the personal data that you share with us. This privacy notice (“Notice”) describes how we collect, share, use, process, and protect data that you share with us by accessing and using online services offered by Triad Partners, LLC (“we,” “us” or “our”), including through the following website (https://bradleyjohnson.com/) (“Website”), the Do Business. Do Life. Podcast (“Podcast”), and any Triad Partners, LLC or Do Business. Do Life. branded social media pages (“Social Media Pages” and, together with the Website and the Podcast, “Online Platforms”). This Notice does not apply to information independently collected by social-media, podcast-hosting, or other third-party platform operators under their own privacy notices.

What type of information do we collect?

We may collect information automatically from you when you visit our Online Platforms. Automatically collected information may include data about your computer or mobile phone hardware and software, including: computer or device type, operating system version, IP address, browser type and version, domain names, access times, pages viewed, referring websites, links clicked, crash logs, searches conducted, general geographic location, and the website visited before or after our Online Platforms. We use this information to operate, secure, maintain, and improve the Online Platforms and to help ensure they function as intended. Emails sent by us or by our service providers on our behalf may contain technologies that collect similar information to confirm delivery, measure engagement, and diagnose issues.

We may also use cookies, web beacons, pixels, or other technologies to collect and store other information about your visit to, or use of, our Online Platforms. Cookies are small data files; pixels are small pieces of code or images that track user interactions; web beacons are electronic files embedded in a webpage or email that measure usage and may place a persistent cookie. They contain information that, among other things, permits websites to retain certain information, including user preferences. We may use cookies to personalize and improve your experience on our Online Platforms, as well as to analyze our Online Platforms’ performance, among other things. It may be possible to limit or disable cookies within your browser settings, though these choices may impact proper functionality of the Online Platforms. We may use pixels, for example, to count users who have visited our Online Platforms or for other related statistics.

Additionally, at times, we may ask you for information about yourself, where collecting such information will help us to provide services to you. We may collect and/or ask you directly to provide, among other things, your name, job title, employer, company affiliation, physical and/or mailing address, Social Security number, e-mail address and/or phone number. If you upload a profile picture or otherwise engage with social features, we may also collect that information.

If you provide your mobile phone number through our Online Platforms, you consent to receive SMS or text messages from us. These may include updates about your account, service notifications, marketing messages, and other business-related communications. Message and data rates may apply depending on your mobile service plan, and message frequency may vary based on your interaction with our services. You can opt out of SMS communications at any time by replying STOP to any message you receive. Other reasonable revocation methods will also be honored by law.

We do not knowingly solicit information from consumers under eighteen (18) years of age and we do not knowingly market our products or services to individuals under eighteen (18) years of age.

We retain your personal information as permitted or required by our internal policies and procedures, or as required by applicable laws and regulations.

Please note that if you access third-party websites through our Online Platforms, we are not responsible for those third-party websites or their respective privacy policies.

Analytics and Internet-Based Advertising

We use Google Analytics to collect, analyze, audit, research and report on the cookies and web beacons described above. Google Analytics is a web analytics service offered by Google, Inc. that tracks and reports website traffic. Google may use the collected data to contextualize and personalize the ads of its own advertising network. Google may also share the collected data with other Google services. You can opt out of making your activity available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js and dc.js) from sharing information with Google Analytics about your activity. We also use AdvizorPro’s services to track users who visit our Online Platforms. AdvizorPro’s privacy policy may be accessed at the following link: https://www.advizorpro.com/privacy-policy/.

How do we use your information?

In some circumstances, we may use the information that you share with us, or that we collect from your use of the Online Platforms, including to: register and verify your account; improve platform navigation, functionality, design and user experience; provide services and updates to you; process client applications, payments and transactions; customize and send communications to you; fulfill legal requests or comply with laws, regulations or court orders; detect potential breaches of our policies and procedures and/or to analyze and enforce such policies and procedures; or to evaluate and pursue rights and remedies available to us or to our employees, affiliates, members, vendors, or agents in law or in equity.

We do not use your data to train or improve large language models. We may use de-identified data and aggregated usage and performance information to improve use of our Online Platforms.

Chat Features and AI Processing

We may offer chat features on the Online Platforms to help answer questions and provide support. When you use a chat feature, we process the content of your messages, the time and duration of the interaction, and technical information about your device and connection. We use this information to respond to your inquiries, provide and improve our services, ensure quality and security, and maintain our Online Platforms. We may share your chat content and related technical data with our AI service provider that processes the messages on our behalf to generate responses and support our operations. Please do not submit sensitive personal information in chat messages unless we specifically request it for a defined purpose. You may choose not to use the chat feature. We do not use chat content to train or improve public large language models, and we do not sell chat content. When we offer chat features, we utilize Turnstile, developed by Cloudflare, Inc., to distinguish human users from bots. Turnstile’s privacy policy may be accessed at the following link: Cloudflare's Privacy Policy | Cloudflare.

Do we share your information?

We may share your information as described in this Notice, as needed or helpful, with:

• Third-party service providers for business purposes, including those supporting our operations with analytics, IT support, marketing, or research;
• Professional advisors, including lawyers, accountants and auditors, as needed, as well as regulatory authorities, if required or recommended by such advisors;
• Event partners in connection with co-sponsored functions;
• Insurance carriers for relevant business purposes, including appointment and contracting;
• Triad Partners, LLC’s affiliates, including, without limitation, Triad Wealth Partners, LLC, as business needs arise, including to support investment-related activities, assist with joint servicing needs, or ensure continuity of service; and/or
• In connection with a corporate change with a third party, including a merger or reorganization, or a business transfer or purchase.

We do not sell or share your personal information, including phone numbers, with third parties or affiliates for marketing or lead generation purposes. Additionally, we do not knowingly share the personal information of consumers under eighteen (18) years of age.

Do we protect your information?

We make efforts to protect your personal information from unauthorized access, use or sharing. We employ administrative, technical, and physical measures designed to protect your personal information from improper use. However, no online system is guaranteed to be completely secure from unauthorized access, hacking, data loss, data breaches, or other security breaches. Therefore, we cannot guarantee the total security of any information that is shared with us. You acknowledge and accept this risk as a condition of engaging with our Online Platforms. To the fullest extent permitted by applicable law, you further waive any claims, causes of action, or demands against us, Triad Partners, LLC, all of its affiliates, and any of the foregoing parties’ owners, employees, agents, or insurers that may arise from or in any way be related to any breach of the Online Platforms or unintended or inadvertent disclosure of your personal information.

How can you contact us and monitor for updates?

If you have any questions regarding this Notice, please contact us by email at privacy@triadpartners.com.

Please note that we reserve the right to modify or otherwise update this Notice from time to time. When we make updates, we will update the “Last Updated” date at the top of this page. Viewing, accessing, or use of any of the Online Platforms after such updates constitutes acceptance of this Notice, as revised.