Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That’s where Triad Member Devin Choules found himself a few years ago: 60,000 miles a year on the road, burned out, and questioning the life and business he had built.

Everything shifted when Devin stopped trying to do it all himself. For years he had stayed understaffed and tried to get by keeping payroll as one of his lowest expense. But when he finally switched his mindset to "invest" in A-players, everything changed.

His director of operations freed him from the grind, a second hire pushed the firm to $19M in total assets, and bringing on a seasoned lead advisor elevated the planning far beyond what Devin could have delivered alone. Each step proved the same point: hire great people, and get the hell out of their way if you want to scale!

Today, Devin has rebuilt his firm around freedom—for himself, his team, and his clients. He shows how estate planning tools like the Yes Portal give families peace of mind, how asking emotional questions helps retirees spend without regret, and why true legacy isn’t measured in money but in the memories we leave behind.

3 of the biggest insights from Devin Choules…

#1.) Growth Comes From Hiring A-Players

Devin’s firm jumped from $5M to $19M in just three years—without adding more marketing or seminars. The breakthrough came when he stopped trying to do it all himself and hired A-players. By building a team he could trust, Devin cut out 60,000 miles of travel a year, reclaimed time with his family, and gave clients a better experience. He shares why elite talent pays for itself, and why most advisors stay stuck by hiring cheap or being understaffed.

#2.) Estate Planning That Actually Serves Families

Most clients have never seen their full net worth on one page. Devin shows how his firm’s Yes Portal changes that—one login where clients (and their heirs) can see every account, every document, and every detail of their estate. By documenting everything and making it accessible in one place, advisors can give clients peace of mind now—and prevent chaos for their families later.

#3.) Legacy Is About Memories, Not Money

People don’t just want to live longer, they want to live more. Devin shares how asking the right emotional questions helps retirees spend without regret, create meaningful experiences (like “cousin time”), and build a legacy their families will remember long after the money is gone.

SHOW NOTES

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DISCLOSURE 

Devin Choules is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.TP08254657234

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