The wealth management industry continues to face significant transformation. From escalating regulatory complexities, to rapidly changing demographic, consumer behavior and technology trends, the business of financial advice for individuals and families is undergoing a period of profound disruption.
At the same time, the reshaping of the industry is happening in tandem with a historically unique transfer of wealth from the Baby Boomer generation to their Gen X, Millennial and Gen Z heirs. The stakes have never been higher in the competition for client relationships and their assets.
All of which means distinctive brand elevation under the right messages and strategies can mark the difference between success and failure.
And when it comes to brand elevation for growthoriented wealth management enterprises across both the RIA and dual registrant (RIA and broker-dealer) segments of the industry, Haven Tower Group has established a clear leadership position.
Brand Elevation for Wealth Management Enterprises
“In an increasingly competitive wealth management industry, firms need every brand elevation advantage possible to distinguish themselves and capture growth opportunities. We’re here to provide just that,” says Joseph Kuo, CEO and founder of Haven Tower.
Four Ways the Agency Stands Out
As a full-service strategic public relations, communications and marketing firm, Haven Tower stands out from the rest of the agency pack in four key ways.
First, the agency is defined by its unwavering commitment to delivering relevant, positive results to clients on a consistent and recurring basis, as well as providing exceptional client service experience. Haven Tower pairs an obsession with delivering a superior client service experience and results with truly fullservice capabilities and a deep bench of senior professionals with unmatched experience. The company’s holistic suite of solutions encompasses media relations, corporate communications, marketing communications, brand strategy and digital marketing, including organic and paid social media.
Second, the agency can deliver a full-service experience with a concierge service model because it doesn’t presume to be all things to all people across financial services. “We have an unparalleled level of experience and an incredibly distinguished body of work across the wealth management space. Our decision to specialize in this industry has been very intentional each step of the way,” said Haven Tower’s President & Managing Partner, Michael Dugan, who joined the firm in 2012.
Third, Haven Tower is widely recognized as an agency that holds its teams stringently accountable for driving client results, and communicates constantly and transparently to clients on what they are doing, and how their actions will move the needle in each campaign they develop.
The firm meticulously monitors progress, making necessary adjustments to its campaigns to consistently meet and exceed client goals
Finally, Haven Tower’s media relations expertise goes beyond coverage to nurture lasting bonds with media outlets. The company builds robust connections with various platforms, from traditional to digital, ensuring clients' stories reach the right audience. It crafts clear, persuasive messages for internal and external audiences, conveying complex financial information in simple, easy-to-understand language.
Continued Enhancements to Brand Strategy Capabilities
Haven Tower recognizes that in the competitive financial marketing landscape, a well-crafted brand strategy is essential. The company boosts brand visibility, recognition, and reputation by aligning strategies with clients' identities and resonating with target audiences. From positioning to messaging, its strategies reinforce brand identity, enabling clients to drive success by effectively and positively differentiating themselves from their competitors.
In an increasingly competitive wealth management industry, firms need every brand elevation advantage possible to distinguish themselves and capture growth opportunities. We’re here to provide just that
Katherine Paulson, Partner & Head of Digital Marketing Strategies at Haven Tower, said, “The combination of our communications, PR and marketing expertise provides us with a truly unique value proposition to clients. Not only is our track record in earned media second to none, we’re also able to further amplify the impact of our media relations programs with our work across digital channels, from social media to SEO and email marketing, to effectively reach and engage target audiences.” This includes data-driven strategies tailored to specific objectives enhance digital presence, drive brand engagement, and achieve measurable results in the evolving digital landscape.
“We understand the frustration that clients feel when they are faced with a ‘bait and switch’ situation, where they’re pitched by experienced professionals, only to see them swapped out for junior staff members as soon as the ink on the contract is dry,” says Mitch Manning, Partner & Head of National Media. “That's why we've organized our firm to guarantee that the team presented during the pitch remains the team dedicated to serving our clients throughout their journey with us.”
