Haven Tower Group
Innovative Wealth Management Focus Drives Haven Tower’s Accelerated Growth
The wealth management space has grown rapidly over the past 15 years, driven by demographic changes, evolutions in technology, shifting consumer demands, and a sharp increase in M&A activity.
With the industry expanding, companies increasingly need to elevate their brands. Indeed, building trust and awareness with audiences are crucial in today’s crowded market.
That’s where Haven Tower Group comes in.
Founded in 2011 and headquartered in Los Angeles, the firm’s sole focus is delivering full-service PR and digital marketing to the wealth management industry. Haven Tower– which also has a presence in Seattle, Chicago, and New York City– emphasizes teamwork and ensures clients always have access to senior talent.
Led by Founder and CEO Joseph Kuo, the firm’s leadership team also includes Michael Dugan, President and Managing Partner; Mitch Manning, Partner and Head of National Media; and Katherine Paulson, Partner and Head of Digital Marketing Strategies.
Dugan said, “Effectively serving wealth management firms requires a collaborative, team-based approach. It’s the only way to deliver comprehensive and highly customized solutions that directly support the goals of clients.”
Supporting B2B and B2C Clients
Haven Tower serves a broad range of B2B wealth management enterprises, including independent broker-dealers, RIA firms and RIA aggregators– which focus on financial advisor recruiting or firm acquisitions.
In addition, the agency supports third-party solutions providers. These include wealth tech companies, asset managers, M&A advisory firms, and financial advisor recruiting consultancies.
The firm also partners with B2C wealth management firms that compete directly with large, well-known Wall Street brands and need savvy PR and digital marketing strategies to level the communications playing field.
The combination of Haven Tower’s industry focus and service model has allowed it to flourish. It enjoys yearly client retention rates of well over 80 percent.
"Haven Tower's continuous growth since 2011 is a function of our commitment to delivering an exceptional client service experience,” said Kuo, who, before founding the firm, was Senior Vice President and Head of Public Relations at LPL Financial and, prior to that, a Partner with Kekst & Company (now Kekst CNC).
“Accordingly, we reward conscientious, hard-working, and innovative professionals who think strategically and embrace teamwork. Also, unlike many agencies, where there is a constant churn of new business, we prioritize building long-term relationships with clients, who, in turn, are more likely to trust us with their most valuable assets – their brands and reputations."
Haven Tower's continuous growth since 2011 is a function of our commitment to delivering an exceptional client service experience
Four Pillars of Capabilities, Focus on Client Service Experience
Haven Tower’s capabilities span what its leaders consider are the four key pillars of brand elevation and reputation management: earned media, social media, owned media, and paid media.
The first 30 days of each engagement are a factfinding mission, with professionals taking the time to learn as much as they can about the client. This process yields core messages, a forward-looking, multi-month strategic blueprint for PR and digital marketing as well as a social media playbook. These materials, together with media and presentation training, serve as the foundation that guides the ongoing client-service journey.
From there, all eyes turn to execution. The firm meets with clients at least twice a month to provide relevant updates, strategize and offer recurring performance and results reporting.
Paulson said, “Our strategic PR and marketing blueprint process is highly customized for each client’s needs, and it is an approach that maximizes accountability and transparency.”
“Clients hire agencies to generate a force multiplier effect on their brand elevation efforts without creating unnecessary demands on their time. We are only creating value for our clients when we deliver results on that basis,” added Manning.
Haven Tower Group News
Haven Tower Group Launches Haven Mark Partners, an Integrated Marketing Platform for the Wealth Management Industry
Haven Tower Group's Haven Mark Partners Wins Gold Award for Brand Activation and Excellence in Merit Marketing and Communications Awards
Award Spotlights Robust Demand for Haven Tower's Expanded Marketing and Branding Solutions Among RIAs, Dual Registrant Enterprises and Third-Party Solutions Providers
LOS ANGELES - Haven Tower Group LLC ("Haven Tower")—a multiple award-winning and full-service strategic communications agency focused on wealth management clients—today announced that Haven Mark Partners ("Haven Mark"), the firm's project-based, brand strategy and digital marketing solutions platform, has been recognized by the Merit Awards, taking home a Gold Award in the Brand Activation and Excellence Category for 2024.
A widely recognized leader in delivering integrated public relations, marketing and brand strategy services exclusive to the wealth management industry, Haven Tower's recognition in this year's Merit Marketing and Communications Awards closely follows the firm winning the Silver Award in the PR & Communications Agency Category last year.
Brand Elevation & Reputation Management for Wealth Management Clients
"We are thrilled to be honored for the second consecutive year by the Merit Awards for the excellence of our service offerings to the clients we are privileged to support across the country," said Joseph Kuo, Chief Executive Officer & Founder of Haven Tower. "This recognition is a testament to the longstanding leadership of our firm in driving effective brand elevation and reputation management for businesses throughout the wealth management space."
"By aligning our strategic communications expertise and outsourced CMO capabilities with flexible branding and marketing campaign engagements that are project-specific, our Haven Mark platform reinforces Haven Tower's proven ability to support the strategic goals of wealth management enterprises at each stage of their business life cycle."
The Haven Mark platform is led by Katherine Paulson, who serves as its Managing Partner. It combines Haven Tower's acclaimed messaging and storytelling prowess with highly flexible, project-based outsourced chief marketing officer services.
Award Spotlights One of Many Successful Client Engagements
Paulson, who is also Partner & Head of Digital Marketing Strategies at Haven Tower, added, "I am humbled by this award and so proud of our team. While the client engagement this award recognizes is just one of many successful projects we have undertaken, it exemplifies the value-add we pride ourselves on delivering to all our clients."
"For this assignment, we were tasked with evolving and modernizing a 35-year-old wealth management firm to reflect its new direction in a rapidly changing industry on an extremely aggressive timetable," continued Ms. Paulson.
"We quickly developed and executed a total rebrand, including a new name, logo, website and social media presence and then created a full package of communications materials to introduce the new firm to the marketplace. We delivered in all respects, and the client has been ecstatic about both the marketing and branding outcome, and more importantly, the growth results our efforts have directly supported."
Broad Array of Solutions and Services
In addition to outsourced CMO guidance and project management, Haven Mark's solutions encompass brand strategy, web development, social media, martech consulting (including CRM selection and implementation), content marketing and other digital marketing strategies.
Clients that have engaged with the Haven Mark platform include:
• Independent RIA and hybrid RIA firms with a B2B growth strategy (including financial advisor recruiting and acquisitions);
• RIA firms that have a B2C growth strategy (emphasis on targeting retail investor end clients);
• Dual registrant wealth management enterprises that encompass a broker-dealer and corporate RIA platform;
• Third-party service providers specializing in wealth management clients, such as consultancies, industry associations and investment solutions enterprises.
The Merit Awards
The Merit Awards are designed to recognize the efforts of global industries and the markets they serve. They acknowledge companies that have contributed to the continued growth of the market. The Annual Merit Award is judged by industry executives, members of the media and consultants.
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Company
Haven Tower Group
Management
Joseph Kuo, CEO& Founder, Katherine Paulson, Partner & Head of Digital Marketing Strategies, Mitch Manning, Partner & Head of National Media and Michael Dugan, President & Managing Partner
Description
Haven Tower Group offers full-service PR and marketing solutions that directly align with the key goals and audiences of B2B and B2C wealth management businesses. The firm’s singular industry focus enables its team to identify and capture significant brand elevation opportunities that drive growth for clients.
Delivers Project-Based Outsourced Chief Marketing Officer Services, Including Brand Strategy, Web Development, Social Media and Digital Marketing
Katherine Paulson, Haven Tower Partner & Head of Digital Marketing Strategies, to Lead Platform as Managing Partner, Overseeing Select Stable of Curated Third-Party Solutions Providers
LOS ANGELES - Haven Tower Group, LLC ("Haven Tower"), announced the launch of Haven Mark Partners ("Haven Mark"), an integrated marketing solutions platform created for wealth management enterprises and related businesses.
The new platform adds to the industry-leading offerings provided by Haven Tower, a multiple award-winning, full-service strategic communications agency serving wealth management enterprises nationwide.
"Our launch of Haven Mark Partners is a natural progression of our singular focus on serving wealth management enterprises and being the most compelling agency partner within this space," said Joseph Kuo, Haven Tower Founder & CEO. "The rollout of this new platform not only comprehensively rounds out our full-service capabilities across PR, communications, brand strategy and marketing, but it also underscores our commitment to delivering an exceptional service experience that drives growth for our stable of clients nationwide."
By aligning Haven Tower's in-house marketing and project management expertise with a select stable of pre-vetted and carefully curated third-party solutions providers, Haven Mark Partners helps clients manage and implement high-impact marketing experiences.
Combining Storytelling Prowess with Innovative Marketing and Branding
Haven Mark combines Haven Tower's acclaimed messaging and storytelling prowess with innovative marketing and brand strategies that are purpose-built for the wealth management industry while incorporating the best elements of successful technology, consumer, and broader financial services campaigns.
Katherine Paulson will serve as Managing Partner of the Haven Mark Partners platform. Ms. Paulson, Partner & Head of Digital Marketing Strategies at Haven Tower, has over 20 years of marketing leadership experience in the wealth and asset management industries.
"With a flexible, non-recurring engagement structure and world-class resources, the Haven Mark Partners platform is a natural fit for wealth management enterprises that want to take their marketing efforts to the next level," Ms. Paulson said. "Our mission is to help clients tell their unique story at each stage of their business cycle, from launch through maturity and across major milestones, while always being mindful of their growth goals."
Michael Dugan, Haven Tower President & Managing Partner, said, "The launch of this platform is a seminal event for Haven Tower. It highlights not just our strong growth trajectory but our commitment to continually investing in resources that enhance our ability to articulate and amplify the stories our clients want to tell."