May 21, 2024


Think Differently

Haven Tower Group’s Haven Mark Associates Wins Gold Award for Model…

Martech Outlook

Recognition for Strategic Communications Agency Concentrated on Prosperity Management Market Demonstrates Commitment to Offering Remarkable Client Support and Results

Award Spotlights Strong Demand for Haven Tower’s Expanded Advertising and Branding Methods Between RIAs, Dual Registrant Enterprises and Third-Get together Solutions Providers

LOS ANGELES – Haven Tower Team LLC (“Haven Tower”)—a multiple award-winning and full-assistance strategic communications agency centered on wealth management clients—today introduced that Haven Mark Associates (“Haven Mark”), the firm’s task-based mostly, manufacturer tactic and digital advertising options system, has been recognized by the Merit Awards, using house a Gold Award in the Brand Activation and Excellence Category for 2024.

A broadly acknowledged chief in providing integrated general public relations, marketing and manufacturer system expert services exceptional to the prosperity administration market, Haven Tower’s recognition in this year’s Advantage Advertising and marketing and Communications Awards carefully follows the agency successful the Silver Award in the PR & Communications Agency Classification final 12 months.

Brand Elevation & Standing Management for Wealth Administration Clientele

“We are thrilled to be honored for the second consecutive yr by the Merit Awards for the excellence of our support choices to the shoppers we are privileged to help across the region,” said Joseph Kuo, Main Government Officer & Founder of Haven Tower. “This recognition is a testament to the longstanding leadership of our organization in driving successful manufacturer elevation and popularity management for enterprises in the course of the prosperity management place.”

“By aligning our strategic communications expertise and outsourced CMO abilities with adaptable branding and marketing marketing campaign engagements that are challenge-unique, our Haven Mark platform reinforces Haven Tower’s tested capability to assistance the strategic plans of prosperity management enterprises at each phase of their enterprise daily life cycle.”

The Haven Mark platform is led by Katherine Paulson, who serves as its Controlling Partner. It combines Haven Tower’s acclaimed messaging and storytelling prowess with really versatile, task-based mostly outsourced chief promoting officer solutions.

Award Spotlights One of Quite a few Effective Customer Engagements

Paulson, who is also Spouse & Head of Electronic Promoting Methods at Haven Tower, extra, “I am humbled by this award and so proud of our workforce. Whilst the client engagement this award recognizes is just 1 of several effective projects we have undertaken, it exemplifies the price-add we pleasure ourselves on delivering to all our consumers.”

“For this assignment, we were being tasked with evolving and modernizing a 35-12 months-outdated prosperity management company to mirror its new route in a fast altering field on an exceptionally intense timetable,” continued Ms. Paulson.

“We rapidly formulated and executed a total rebrand, including a new name, emblem, website and social media existence and then established a comprehensive bundle of communications products to introduce the new organization to the marketplace. We sent in all respects, and the client has been ecstatic about both of those the marketing and branding result, and far more importantly, the development outcomes our efforts have instantly supported.”

Wide Array of Answers and Products and services

In addition to outsourced CMO direction and challenge management, Haven Mark’s answers encompass brand name method, net enhancement, social media, martech consulting (which includes CRM selection and implementation), written content advertising and marketing and other digital promoting approaches.

Clients that have engaged with the Haven Mark platform incorporate:

• Unbiased RIA and hybrid RIA companies with a B2B expansion tactic (such as money advisor recruiting and acquisitions)

• RIA firms that have a B2C advancement strategy (emphasis on targeting retail investor stop clientele)

• Dual registrant wealth administration enterprises that encompass a broker-vendor and company RIA platform

• Third-social gathering assistance suppliers specializing in wealth administration clientele, these as consultancies, industry associations and financial investment solutions enterprises.

The Merit Awards

The Merit Awards are created to recognize the endeavours of international industries and the markets they serve. They accept firms that have contributed to the ongoing advancement of the current market. The Yearly Merit Award is judged by industry executives, members of the media and consultants.