Ep 96: Tim Rea is the Chief Experience, Brand, and Marketing Officer for Edward Jones

Authenticity is a rare trait in today’s business world, but as today’s guest tells it, being authentic is the only way to foster meaningful human connections – which are more valuable than all the money in the world combined! Tim Rea is the Chief Experience, Brand, and Marketing Officer for Edward Jones – a financial services firm with over 15,000 offices and more than 19,000 investment advisors all geared toward serving local communities throughout America – and he joins us today to walk us through the incredible work being done at his company. We begin with Edward Jones, learning what the company does, what it stands for, who it serves, its latest groundbreaking campaign, and where it fits in the financial services industry. Then, we dive into Tim’s professional history, what his role at Edward Jones entails, how his current job compares to his previous roles in retail and CPG, and an unpopular opinion about marketers that he refuses to let go of. We also discuss the evolution of the financial advisor, how Tim and his team build trust and measure success, and why he believes that marketers are best suited for business leadership positions.   

Key Points From This Episode:

• Tim Rea gives us the breakdown of his company, Edward Jones.  
• Why he doesn’t believe that Edward Jones is anti-Wall Street as some claim it to be. 
• Understanding the Edward Jones brand and its position in the industry. 
• Diving into Tim’s title and what his role entails.  
• How his previous roles in retail compare to his current one in financial services. 
• A closer examination of how Edward Jones works for its partners and clients. 
• Exploring the evolution of the role of financial advisor. 
• The ins and outs of Edward Jones’s latest campaign, Find Your Rich. 
• How Tim measures success for the campaign and at work in general. 
• Why being a local brand matters to him and his team, and how he builds trust.
• His strongly held and unpopular opinion on marketing and marketers. 
• Tim’s professional journey, including his transition from CPG to multilocation to finances.  
• Edward Jones’s mentorship program and how it inspires new marketers.  
• Branded content, TikTok, Facebook, and inspirational brands. 

Links Mentioned in Today’s Episode:

Tim Rea on LinkedIn

Edward Jones 

Find Your Rich 

The Richest Man in America 

PG Investor

HERSHEY’S

GRMA 

SOCi

Wild Coffee Marketing

Clicks 2 Bricks 

Marketing Leaders Coffee Chat