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

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

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5M ago 1:06:27

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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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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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