Haven Tower

Congratulations to The AmeriFlex Group® on this exciting accomplishment! The firm, which is celebrating reaching 200 pillar partner advisors on their $13B AUM platform, is one of the fastest-growing Hybrid RIA groups in the country – and one of the most successful large enterprises affiliated with #Osaic. We are so grateful to Thomas J. Goodson, Jesse Kurrasch, CFP®, RICP®, CFF®, Hannah Buschbom and the entire team at The AmeriFlex Group, for your years of partnership with #HavenTower. We would also like to thank Susan Theder, for introducing AmeriFlex to Haven Tower as a prospective client in 2019, while serving in her role as #CMO at Osaic. Now with FMG, Susan remains a respected industry connection and valued friend of our firm.   Our partnership with The AmeriFlex Group has been incredibly productive from the start, and is a testament to the alignment of interests between the home office and large enterprises with regard to brand elevation and growth strategy. Please join us in congratulating #TheAmeriFlexGroup on this fantastic achievement! Click below to read the full InvestmentNews article: https://lnkd.in/gD3MAAwC

🎥 Client Spotlight: Andrew Graham, CFA on CNBC’s Fast Money! 🎥 We're excited to share that our client, Andrew Graham, Founder and Managing Partner of Jackson Square Capital, appeared on CNBC's "Fast Money" this week! Andrew provided valuable insights into the Fed's likely next moves following recent job revisions, emphasizing why a 25bps rate cut is more probable than 50bps. Tune in to hear Andrew's analysis on economic slowing and what we can expect from the FOMC in the coming months. Our thanks to host Leslie Pickler, on-set traders Guy Adami, Steve Grasso, Karen Finerman, Dan Nathan and the team at CNBC for having Andrew join. Check out the full segment linked below. #HavenTower #ClientSuccess #JacksonSquareCapital #EconomicOutlook #FOMC #RateCut #CNBC #FastMoney #AndrewGraham #FinanceLeadership https://lnkd.in/d36JnYth

Retail Earnings Outlook: Check out Sound Income Strategies Co-CIO, Eric Beyrich, who recently joined CNBC’s ‘Fast Money’ to share his insights on the retail sector's earnings picture and what we can expect in this week. In the segment, Eric offers valuable perspectives on how these earnings might impact the market and your investment strategy. Thanks to Brian Sullivan and the team at #CNBC for having Eric as a guest. Watch the full segment linked below! #RetailEarnings #MarketInsights #SoundIncomeStrategies #InvestmentStrategy #EricBeyrich #FastMoney

Haven Tower is excited to spotlight this Wealth Solutions Report “State of Advisor Technology Survey Report” sponsored by our client, Docupace. The comprehensive survey sheds light on key challenges and opportunities in client onboarding, technology stacks and the complexities of switching firms within the wealth management industry. Some key survey highlights include: ◽ Wirehouse advisors lead in confidence and client acquisition. ◽ RIAs spend the most time on onboarding. ◽ Technology and streamlined processes are critical for RIAs to level the playing field. ◽ The right tech stack can make or break an advisor’s transition to independence. We would also like to give special recognition to the visionaries in leadership at Docupace for driving these important conversations – David Knoch, CEO, Ryan George, CMO, Michael Zebrowski, COO, and Lori Hardwick, Non-Executive Board Chair. Thank you for your efforts and for sharing these insights with the industry. Read the full article linked below for more on how tech-savvy advisors can harness these findings to drive growth and efficiency in their firms. #Docupace #WealthSolutionsReport #WealthManagement #AdvisorTech #ClientOnboarding #TechInnovation #FinTech #Leadership #SurveyInsights #HavenTower https://lnkd.in/gBKiFfBU

The team at Haven Tower extends its sincere congratulations to these industry powerhouses for being included in Wealth Solutions Report's PRO 5: Top Wealth Management Professional Services Firms list! ◾ John Bowen and CEG Worldwide LLC for their exceptional coaching programs and empirical research that boost advisors’ success. ◾ Mike Papedis and Fusion Financial Partners for guiding advisor teams to independence with their innovative processes. ◾ Mark Guglielmo of GreenLine Consultants LLC for providing strategic insights and implementation expertise in wealth management. Please join us in congratulating John, Mike, Mark and their teams, on this well-deserved recognition! Read more about their incredible contributions to the financial services industry at the link below. #WealthManagement #ProfessionalServices #IndustryLeaders #Consulting #FinancialAdvisors #Congratulations

Congratulations to Bridgemark Strategies, which announced this week, the addition of Jason Hawn, Timari Robison, and Travis Boak as their newest recruiting consultants, bringing over 50 years of collective experience to the team! Excited about this news, CEO Jeff Nash shared, "Their expertise enhances our recruiting, onboarding, transition, succession planning, and business consulting capabilities, complementing our strong team." With the 2023 launch of Bridge Marketplace and their commitment to Feel, Fit, Financials™, Bridgemark Strategies continues to support financial advisors and firms with strategic planning and execution in transitions and M&A. Please join us in congratulating Jeff, who also serves as a Haven Tower Board Member, and the entire Bridgemark Strategies team! Read the full announcement linked below. #BridgemarkStrategies #WealthManagement #FinancialAdvisors #Consulting #Expansion #Recruiting #AdvisoryFirms #MergersAndAcquisitions

Navigating the complex world of private equity requires more than just financial acumen—it demands exceptional communication skills. At Haven Tower, we help you tailor messages to diverse stakeholders, ensuring your communications resonate with investors, portfolio companies, and potential targets alike. Partner with us to elevate your private equity communications and achieve your strategic goals. https://lnkd.in/g9pWeAzb #privateequity #wealthmanagement #marketing #branding

 Is your brand ready for the spotlight? Haven Mark Partners supports wealth management enterprises with innovative marketing and branding strategies. havenmarkpartners.com #financialadvisors #wealthmanagement #marketing #branding

Integrating traditional, digital, and owned marketing channels is key to expanding your wealth management firm's reach. Haven Mark Partners can help your firm transform its approach. We combine the award-winning wealth management communications leadership of our parent agency, Haven Tower Group, with extensive experience across financial services, technology and consumer companies to deliver engaging programs and unmatched results for our clients. Discover how we can elevate your marketing strategy and drive exceptional results. READ MORE: https://lnkd.in/gVyREBjt #financialadvisors #wealthmanagement #marketing #branding

Communicating the complexities of alternative investments to RIAs and IBDs requires clarity and strategic messaging. Haven Tower specializes in crafting tailored communications and branding strategies that simplify these concepts and build trust. Partner with Haven Tower to elevate your communications and enhance your brand. https://lnkd.in/g9pWeAzb #financialadvisors #wealthmanagement #marketing #branding #alts #alternativeinvestments