Do Business. Do Life. — The Financial Advisor Podcast — DBDL

076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea

Aug 7, 2024

James and Kris Rea, the husband-and-wife duo behind Rea Financial, share their remarkable journey of scaling assets from $8M to $36M in just a year. They discuss the importance of authenticity and aligning business strategies with personal values. The couple emphasizes how belief can transform sales into meaningful relationships, while also addressing the challenges and dynamics of working together. They highlight the power of genuine client connections and the pivotal role of top talent in fostering a thriving business.

01:06:27

Episode guests

Kris Rea

James Rea

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Episode notes

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Quick takeaways

Authenticity in branding is crucial; the Reas emphasized creating a unique identity that resonates deeply with clients for business growth.

A mindset shift from selling products to offering comprehensive services enables a holistic approach, significantly enhancing client satisfaction and success.

Building a dedicated team of qualified individuals has transformed the Reas' business, leading to improved efficiency and enhanced client service.

Deep dives

The Importance of Authentic Branding

The discussion centers on the significance of authenticity in branding, as emphasized by James and Chris Ray's journey. They highlight how creating a brand that genuinely reflects their values and mission has been pivotal in their business growth. Rather than adopting generic marketing tactics, they focused on developing their unique identity and message, which resonated with clients on a deeper level. This personal approach led to a remarkable increase in total assets, demonstrating that authenticity can significantly impact business success.

Intro

3min

Cultivating Community and Connection

14min

Transforming Belief: The True Essence of Sales

5min

Navigating Growth and Team Dynamics

29min

A Journey of Love and Faith

8min

Personal Growth and Community Impact Through Sports

2min

Journey to Boston: Overcoming Limits

5min

The Power of Podcasting for Client Engagement

3min

In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business.

The Rea's had to take a few steps back before they could leap forward, but their efforts paid off, growing from $8M to $36M in total assets in a single year. This transformation wasn't easy—it required deep, sometimes messy work—but it was essential for creating a brand that truly reflects who they are and the exceptional service they offer.

Today, I dive into their incredible growth journey and the playbook that fueled their rapid success.

3 of the biggest insights from James and Kris Rea …

Learn to stand out from every other advisor, deeply understand your mission and values, and transform your business into a powerhouse of growth and significance.

The mindset shift needed to attract and retain top talent – and how getting the right people on the bus can take you out of the drudgery zone, free up your time, and unlock new levels of success.

How your words shape your reality–believe you can achieve more, align with the right people, and watch your bold visions come to life.

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DISCLOSURE

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.

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