James Freeman is currently making significant strides as the Director of Marketing at Kelly Financial Services, where he is tasked with revitalizing and revolutionizing the marketing strategy and messaging for the independent Registered Investment Advisor (RIA) firm. With a robust background in financial services, James...
James Freeman is currently making significant strides as the Director of Marketing at Kelly Financial Services, where he is tasked with revitalizing and revolutionizing the marketing strategy and messaging for the independent Registered Investment Advisor (RIA) firm. With a robust background in financial services, James leverages his unique blend of analytical prowess and creative writing skills to craft compelling narratives that resonate with clients and prospects alike. Upon joining the firm, he identified an opportunity to modernize the marketing approach, which had previously relied heavily on traditional methods such as a weekly radio program and dinner seminars.
Recognizing the need for a more dynamic and multifaceted strategy, James has spearheaded initiatives to integrate digital marketing channels, including social media, content marketing, and targeted email campaigns, to enhance client engagement and broaden the firm’s reach. His expertise in multimedia content creation and financial writing has been instrumental in developing educational resources that demystify complex financial concepts for clients, ultimately fostering trust and transparency.
James's collaborative problem-solving skills have also played a crucial role in aligning the marketing team’s objectives with the firm’s overall business development goals. By emphasizing clear communication and strategic copywriting, he has successfully positioned Kelly Financial Services as a thought leader in the industry. As he continues to drive innovative marketing solutions, James is committed to not only attracting new clients but also nurturing long-term relationships that contribute to the firm’s sustained growth and success.
